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Blackstone

2,076 hedge funds and large institutions have $76.2B invested in Blackstone in 2025 Q2 according to their latest regulatory filings, with 164 funds opening new positions, 970 increasing their positions, 660 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,076
Holders Change
+14
Holders Change %
+0.68%
% of All Funds
27.82%
Holding in Top 10
72
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.88%
% of All Funds
0.96%
New
164
Increased
970
Reduced
660
Closed
116
Calls
$1.86B
Puts
$2.45B
Net Calls
-$583M
Net Calls Change
-$196M
Name Holding Trade Value Shares
Change
Shares
Change %
BHWM
2001
Bay Harbor Wealth Management
Maryland
$20.9K +$19.6K +131 +1,456%
HHGA
2002
Halbert Hargrove Global Advisors
California
$20K -$1.05K -7 -5%
AWM
2003
Abound Wealth Management
Tennessee
$19.9K +$3.44K +23 +21%
CFD
2004
Creative Financial Designs
Indiana
$19.7K -$1.65K -11 -8%
CPG
2005
Cornerstone Planning Group
New Jersey
$19.5K -$103K -614 -84%
VWA
2006
Valued Wealth Advisors
Utah
$18.9K
WAM
2007
WFA Asset Management
Wisconsin
$18K -$17.8K -144 -50%
AW
2008
Avion Wealth
Texas
$18K +$4.91K +33 +38%
CWP
2009
Concord Wealth Partners
Virginia
$17.8K
HFS
2010
Hughes Financial Services
Virginia
$17.8K -$3.05K -18 -15%
JGIA
2011
Jackson Grant Investment Advisers
Connecticut
$16.8K
PPA
2012
Painted Porch Advisors
California
$16.6K
1NWS
2013
1 North Wealth Services
Maryland
$16.6K
MAS
2014
MPWM Advisory Solutions
Georgia
$15.9K -$2.99K -20 -16%
NMG
2015
New Millennium Group
Utah
$15.4K -$1.35K -9 -8%
DWM
2016
Dogwood Wealth Management
Kansas
$15.2K +$14.4K +92 +1,840%
T
2017
Tidemark
California
$15K
IWP
2018
IAG Wealth Partners
Wisconsin
$15K
BCPWM
2019
Bradley & Co Private Wealth Management
Florida
$15K
MHIP
2020
Mountain Hill Investment Partners
New Jersey
$15K
OC
2021
Oakworth Capital
Alabama
$14.1K
WAS
2022
Winch Advisory Services
Wisconsin
$14.1K
CIAS
2023
CBIZ Investment Advisory Services
Ohio
$13.8K -$8.98K -60 -39%
KG
2024
Kilter Group
New York
$13.7K +$13.7K +91 New
CWM
2025
Cranbrook Wealth Management
Michigan
$13.5K +$9.42K +63 +233%