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Blackstone

2,123 hedge funds and large institutions have $60.4B invested in Blackstone in 2026 Q1 according to their latest regulatory filings, with 187 funds opening new positions, 916 increasing their positions, 798 reducing their positions, and 311 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

33% less funds holding in top 10

Funds holding in top 10: 6745 (-22)

40% less first-time investments, than exits

New positions opened: 187 | Existing positions closed: 311

42% less call options, than puts

Call options by funds: $1.43B | Put options by funds: $2.46B

Holders
2,123
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.43B
Puts
$2.46B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
2001
Comprehensive Financial Planning
Pennsylvania
$23K
SA
2002
Scarborough Advisors
Maryland
$23K
TFM
2003
TFC Financial Management
Massachusetts
$22.3K
NF
2004
Napier Financial
Massachusetts
$21.5K
SIM
2005
Synergy Investment Management
Florida
$21.3K
BC
2006
Bayforest Capital
United Kingdom
$21.3K
FFA
2007
Frazier Financial Advisors
Ohio
$21K
AFC
2008
Ares Financial Consulting
California
$21K
BCM
2009
Boreal Capital Management
Florida
$20.7K
WFA
2010
West Financial Advisors
Iowa
$20.2K
RWM
2011
RMG Wealth Management
Wisconsin
$20K
CPG
2012
Cornerstone Planning Group
New Jersey
$19.6K
LA
2013
LM Advisors
California
$19.4K
SC
2014
Swan Capital
Florida
$18.7K
CFS
2015
CGC Financial Services
Oregon
$18.6K
BOJHT
2016
Bank of Jackson Hole Trust
Wyoming
$17.9K
RFG
2017
REAP Financial Group
Texas
$17.4K
RF
2018
Roxbury Financial
New Jersey
$17.2K
BHWM
2019
Bay Harbor Wealth Management
Maryland
$17.1K
HHGA
2020
Halbert Hargrove Global Advisors
California
$17K
EWP
2021
Elevation Wealth Partners
California
$16.8K
KG
2022
Kilter Group
New York
$16.5K
VWA
2023
Valued Wealth Advisors
Utah
$16.3K
PJC
2024
Phillip James Consulting
Minnesota
$16K
SEP
2025
Signature Equity Partners
Ohio
$15.6K