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Blackstone

2,185 hedge funds and large institutions have $86.8B invested in Blackstone in 2025 Q3 according to their latest regulatory filings, with 228 funds opening new positions, 919 increasing their positions, 700 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

4% more funds holding

Funds holding: 2,1002,185 (+85)

1.08% less ownership

Funds ownership: 70.07%69% (-1.1%)

13% less call options, than puts

Call options by funds: $2.19B | Put options by funds: $2.5B

Holders
2,185
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.19B
Puts
$2.5B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
2001
Hemington Wealth Management
Virginia
$110K
DWA
2002
Delos Wealth Advisors
Texas
$110K
CFFP
2003
Center for Financial Planning
Michigan
$109K
BGAI
2004
Bruce G. Allen Investments
Colorado
$109K
BONH
2005
Bank of New Hampshire
New Hampshire
$108K
HAP
2006
Harbor Asset Planning
Massachusetts
$107K
API
2007
Asset Planning Inc
California
$104K
MWPCG
2008
Measured Wealth Private Client Group
New Hampshire
$103K
CA
2009
Centerpoint Advisors
Massachusetts
$103K
PB
2010
Pinnacle Bancorp
Nebraska
$103K
PWM
2011
Proathlete Wealth Management
Florida
$102K
RDFA
2012
Ritter Daniher Financial Advisory
Ohio
$102K
HNW
2013
High Note Wealth
Minnesota
$101K
SIC
2014
SJS Investment Consulting
Ohio
$98.8K
FP
2015
Financial Perspectives
Minnesota
$95.7K
TVWM
2016
Tower View Wealth Management
Wisconsin
$95.6K
BBPWM
2017
Blue Bell Private Wealth Management
Pennsylvania
$94.1K
BHWM
2018
Beaird Harris Wealth Management
Texas
$92.4K
WTA
2019
Washington Trust Advisors
Massachusetts
$92.3K
UFPG
2020
United Financial Planning Group
New York
$90.6K
MHR
2021
Matthew Hamilton Rosenberg
$85.9K
FDW
2022
Fourth Dimension Wealth
Ohio
$85.4K
MEG
2023
Millstone Evans Group
Colorado
$84.1K
AGWCA
2024
Annis Gardner Whiting Capital Advisors
Florida
$81K
PP
2025
PFS Partners
New Jersey
$80.9K