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Blackstone

2,062 hedge funds and large institutions have $70.2B invested in Blackstone in 2025 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 883 increasing their positions, 714 reducing their positions, and 188 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,062
Holders Change
-56
Holders Change %
-2.64%
% of All Funds
28.01%
Holding in Top 10
68
Holding in Top 10 Change
-39
Holding in Top 10 Change %
-36.45%
% of All Funds
0.92%
New
176
Increased
883
Reduced
714
Closed
188
Calls
$1.71B
Puts
$2.1B
Net Calls
-$388M
Net Calls Change
+$360M
Name Holding Trade Value Shares
Change
Shares
Change %
OC
2001
Oakworth Capital
Alabama
$13.1K -$247K -1,770 -95%
WAS
2002
Winch Advisory Services
Wisconsin
$13.1K +$139 +1 +1%
CCM
2003
Cloud Capital Management
Washington
$13K +$13K +95 New
KTC
2004
Kentucky Trust Company
Kentucky
$12.2K
NEWAS
2005
N.E.W. Advisory Services
Wisconsin
$11.6K +$11.6K +83 New
HWP
2006
Highline Wealth Partners
California
$10.9K -$1.4K -10 -11%
NWMP
2007
Noble Wealth Management PBC
Colorado
$9.79K -$1.12K -8 -10%
PK
2008
Pflug Koory
Nebraska
$9.51K
DIP
2009
DT Investment Partners
Pennsylvania
$9.23K
MWM
2010
Mascoma Wealth Management
New Hampshire
$9.23K
WA
2011
Whipplewood Advisors
Colorado
$8.95K +$8.89K +10,612 +16,581%
UCB
2012
United Community Bank
South Carolina
$8.53K +$8.53K +61 New
PCM
2013
Penserra Capital Management
California
$8K -$244K -1,829 -97%
MSWM
2014
Mowery & Schoenfeld Wealth Management
Illinois
$7.9K -$987 -7 -11%
T
2015
Transce3nd
Texas
$7.69K -$34.9K -250 -82%
GWSA
2016
Global Wealth Strategies & Associates
Colorado
$7.27K +$7.27K +52 New
DF
2017
Dunhill Financial
United Kingdom
$7.13K +$7.13K +51 New
HIA
2018
HFM Investment Advisors
New Jersey
$6.43K +$6.43K +46 New
SR
2019
Syntax Research
Florida
$6.14K
SC
2020
Swan Capital
Florida
$6.12K
NL
2021
NVWM LLC
Pennsylvania
$5.87K +$3.08K +22 +110%
AIC
2022
Archer Investment Corporation
Indiana
$5.03K
MSWA
2023
Marshall & Sterling Wealth Advisors
New York
$5.03K +$5.03K +36 New
PWMG
2024
Prestige Wealth Management Group
New Jersey
$4.89K
CB
2025
CNB Bank
Pennsylvania
$4.61K