BX icon

Blackstone

2,253 hedge funds and large institutions have $78.7B invested in Blackstone in 2025 Q4 according to their latest regulatory filings, with 266 funds opening new positions, 920 increasing their positions, 757 reducing their positions, and 167 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 funds holding

Funds holding:

more ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $86.9B → $78.7B (-$8.17B)

18% less funds holding in top 10

Funds holding in top 10: 7965 (-14)

34% less call options, than puts

Call options by funds: $1.58B | Put options by funds: $2.39B

Holders
2,253
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
65
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.58B
Puts
$2.39B
Net Calls
Net Calls Change

Top Buyers

1 +$483M
2 +$245M
3 +$226M
4
Amundi
Amundi
France
+$190M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$166M
Name Holding Trade Value Shares
Change
Change in
Stake
MW
2001
Merited Wealth
Florida
$144K
SWM
2002
SHP Wealth Management
Massachusetts
$143K
B
2003
Bayban
Minnesota
$142K
MIM
2004
MTM Investment Management
South Carolina
$140K
DCM
2005
Davis Capital Management
Florida
$137K
PWAM
2006
Private Wealth Asset Management
Iowa
$133K
FDCP
2007
Foster Dykema Cabot & Partners
Massachusetts
$132K
GIM
2008
Gold Investment Management
Alberta, Canada
$131K
CB
2009
Centennial Bank
Arkansas
$128K
MEG
2010
Millstone Evans Group
Colorado
$126K
CCM
2011
Chilton Capital Management
Texas
$125K
OCM
2012
Orion Capital Management
California
$123K
LWANC
2013
Laurel Wealth Advisors (North Carolina)
North Carolina
$119K
PMFA
2014
Plante Moran Financial Advisors
Michigan
$118K
ADL
2015
Asset Dedication LLC
California
$116K
JSAM
2016
J. Safra Asset Management
New York
$116K
DI
2017
DAGCO Inc
Ohio
$116K
APW
2018
Atlantic Private Wealth
North Carolina
$116K
CTC
2019
Cetera Trust Company
Minnesota
$116K
CHC
2020
City Holding Co
West Virginia
$110K
TLA
2021
Tanglewood Legacy Advisors
Texas
$110K
ME
2022
McIlrath & Eck
Washington
$108K
DT
2023
DV Trading
Illinois
$108K
WAM
2024
Wolverine Asset Management
Illinois
$108K
RFP
2025
Root Financial Partners
California
$104K