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Blackstone

2,135 hedge funds and large institutions have $60.4B invested in Blackstone in 2026 Q1 according to their latest regulatory filings, with 191 funds opening new positions, 919 increasing their positions, 801 reducing their positions, and 314 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 919 | Existing positions reduced: 801

1.24% more ownership

Funds ownership: 69.59%70.82% (+1.2%)

7% less funds holding

Funds holding: 2,2872,135 (-152)

24% less capital invested

Capital invested by funds: $79.1B → $60.4B (-$18.7B)

33% less funds holding in top 10

Funds holding in top 10: 6745 (-22)

39% less first-time investments, than exits

New positions opened: 191 | Existing positions closed: 314

42% less call options, than puts

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

Holders
2,135
Holders Change
-152
Holders Change %
-6.65%
% of All Funds
26.13%
Holding in Top 10
45
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-32.84%
% of All Funds
0.55%
New
191
Increased
919
Reduced
801
Closed
314
Calls
$1.43B
Puts
$2.46B
Net Calls
-$1.03B
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
2026
CGC Financial Services
Oregon
$18.6K -$43.3K -333 -67%
RWM
2027
Raffa Wealth Management
District of Columbia
$17.9K +$130 +1 +0.6%
BOJHT
2028
Bank of Jackson Hole Trust
Wyoming
$17.9K +$20.3K +156 New
RFG
2029
REAP Financial Group
Texas
$17.4K
RF
2030
Roxbury Financial
New Jersey
$17.2K -$130 -1 -0.7%
BHWM
2031
Bay Harbor Wealth Management
Maryland
$17.1K -$781 -6 -4%
HHGA
2032
Halbert Hargrove Global Advisors
California
$17K -$16.9K -130 -47%
EWP
2033
Elevation Wealth Partners
California
$16.8K +$19K +146 New
KG
2034
Kilter Group
New York
$16.5K +$3.12K +24 +20%
VWA
2035
Valued Wealth Advisors
Utah
$16.3K +$2.08K +16 +13%
PJC
2036
Phillip James Consulting
Minnesota
$16K
SEP
2037
Signature Equity Partners
Ohio
$15.6K -$1.56K -12 -8%
AWA
2038
Acumen Wealth Advisors
Tennessee
$15.4K
NEWAS
2039
N.E.W. Advisory Services
Wisconsin
$15.1K +$8.46K +65 +98%
DPW
2040
DiNuzzo Private Wealth
Pennsylvania
$14.8K -$130 -1 -0.8%
SR
2041
Swiss Re
Switzerland
$14.8K
MAM
2042
Meeder Asset Management
Ohio
$14.6K -$4.16K -32 -20%
PL
2043
Protective Life
Alabama
$14.4K +$16.3K +125 New
SSG
2044
Summit Securities Group
New York
$14.1K -$127K -974 -89%
HFM
2045
Harvest Fund Management
China
$14K -$574K -4,413 -97%
UIA
2046
Ulland Investment Advisors
Minnesota
$14K
AWM
2047
Abound Wealth Management
Tennessee
$13.7K -$1.82K -14 -11%
T
2048
Tidemark
California
$13.7K +$2.47K +19 +19%
DIP
2049
DT Investment Partners
Pennsylvania
$13.3K +$5.2K +40 +53%
JGIA
2050
Jackson Grant Investment Advisers
Connecticut
$13.3K +$130 +1 +0.9%

BX Hedge Fund Activity: Q1 2026 in Review

2,135 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Blackstone (BX) for Q1 2026, worth a combined $60.4B — down 24% from $79.1B a quarter earlier.

Sellers outnumbered buyers: 314 funds closed out of BX and 191 opened new positions — a net loss of 123 holders — while 801 trimmed existing stakes and 919 added.

The largest buyer was Charles Schwab, adding an estimated $2.21B. The largest seller was Capital World Investors, cutting an estimated $603M.

  • 2,135 institutional investors held Blackstone (BX) as of Q1 2026, down from 2,287 in Q4 2025.
  • Funds reported $60.4B of Blackstone stock for Q1 2026, down 24% quarter-over-quarter.
  • 191 funds opened new Blackstone positions in Q1 2026 and 314 closed out, a net change of -123 holders.
  • The largest Blackstone buyer in Q1 2026 was Charles Schwab, an estimated $2.21B added.
  • The largest Blackstone seller in Q1 2026 was Capital World Investors, an estimated $603M sold.

Based on aggregated 13F filings for Q1 2026.