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Blackstone
BX

Overview Fund Activity

2,118 hedge funds and large institutions have $88.1B invested in Blackstone in 2024 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 765 increasing their positions, 758 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,118
Holders Change
+193
Holders Change %
+10.03%
% of All Funds
28.19%
Holding in Top 10
107
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+40.79%
% of All Funds
1.42%
New
296
Increased
765
Reduced
758
Closed
73
Calls
$2.68B
Puts
$3.43B
Net Calls
-$748M
Net Calls Change
-$136M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$488M
2
BlackRock
BlackRock
New York
+$255M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$240M
4
Morgan Stanley
Morgan Stanley
New York
+$238M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$174M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$845M
2
IAIM
International Assets Investment Management
Florida
-$725M
3
Capital International Investors
Capital International Investors
California
-$547M
4
Edgewood Management
Edgewood Management
Connecticut
-$281M
5
Bessemer Group
Bessemer Group
New Jersey
-$277M
Name Holding Trade Value Shares
Change 		Shares
Change %
RDIA
2001
RE Dickinson Investment Advisors
Iowa
$57K – – –
HFS
2002
Hantz Financial Services
Michigan
$57K +$7.9K +46 +16%
SCM
2003
Silvant Capital Management
Georgia
$54.3K – – –
DFA
2004
DHJJ Financial Advisors
Illinois
$53.8K – – –
T
2005
Transce3nd
Texas
$52.6K +$52.6K +305 New
SFG
2006
Stonebridge Financial Group
Pennsylvania
$49.8K +$49.8K +289 New
WB
2007
Webster Bank
Connecticut
$48.6K +$16.2K +94 +50%
OP
2008
ORG Partners
Indiana
$48.2K +$33.7K +195 +232%
TFGT
2009
TS Financial Group (TSFG)
Illinois
$46K – – –
WTFG
2010
Wood Tarver Financial Group
Idaho
$46K +$46K +271 New
OC
2011
Oarsman Capital
Wisconsin
$44.5K +$10.5K +61 +31%
TSMHT
2012
Thurston Springer Miller Herd & Titak
Indiana
$43.7K +$6.91K +40 +19%
RCM
2013
Raleigh Capital Management
North Carolina
$43.3K -$690 -4 -2%
BTC
2014
Bank & Trust Company
Illinois
$40.9K – – –
ATC
2015
Advantage Trust Company
Kansas
$39.7K – – –
Acadian Asset Management
2016
Acadian Asset Management
Massachusetts
$39K -$41.7K -243 -52%
KG
2017
Kieckhefer Group
Wisconsin
$38.8K +$38.8K +225 New
CWM
2018
CarsonAllaria Wealth Management
Illinois
$38.4K – – –
OAJ
2019
Ogorek Anthony Joseph
New York
$37K +$37K +215 New
TFM
2020
TFC Financial Management
Massachusetts
$36.9K -$7.93K -46 -18%
TC
2021
Trust Company
Kansas
$36.2K – – –
DMKJ
2022
David M. Knott Jr
$36.2K – – –
BIA
2023
Bell Investment Advisors
California
$34.5K -$1.04K -6 -3%
PFG
2024
Putney Financial Group
California
$34.5K +$34.5K +200 New
CFP
2025
Comprehensive Financial Planning
Pennsylvania
$34.5K +$34.5K +200 New
79 80
81
82 83