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Blackstone Secured Lending

370 hedge funds and large institutions have $2.48B invested in Blackstone Secured Lending in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 165 increasing their positions, 78 reducing their positions, and 34 closing their positions.

Holders
370
Holders Change
+32
Holders Change %
+9.47%
% of All Funds
4.93%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
69
Increased
165
Reduced
78
Closed
34
Calls
$19.6M
Puts
$15.5M
Net Calls
+$4.04M
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
76
Cascade Wealth Advisors
Washington
$4.75M +$334K +10,335 +8%
PCA
77
Pallas Capital Advisors
Massachusetts
$4.64M -$5.07K -157 -0.1%
Lido Advisors
78
Lido Advisors
California
$4.63M +$4.63M +140,108 New
NW
79
Naviter Wealth
Arkansas
$4.63M +$70.6K +2,133 +2%
D.E. Shaw & Co
80
D.E. Shaw & Co
New York
$4.55M +$3.23M +99,856 +243%
CM
81
Columbus Macro
Pennsylvania
$4.51M +$4.51M +139,539 New
PWA
82
Prairie Wealth Advisors
Nebraska
$4.37M -$8.93K -270 -0.2%
VVP
83
Venture Visionary Partners
Ohio
$4.27M +$698K +21,613 +20%
LG
84
LaFleur & Godfrey
Michigan
$4.24M +$1.66M +51,305 +64%
FNT
85
First National Trust
Pennsylvania
$4.2M +$1.04M +32,123 +33%
PL
86
Parkwood LLC
Ohio
$4.12M +$4.12M +127,638 New
BWM
87
BigSur Wealth Management
Florida
$4.03M -$115K -3,485 -3%
AWM
88
Activest Wealth Management
Florida
$4.01M -$129K -3,998 -3%
Goldman Sachs
89
Goldman Sachs
New York
$4.01M +$1.47M +45,350 +58%
MPW
90
MGO Private Wealth
California
$3.86M +$258K +8,000 +7%
YIH
91
Y-Intercept (HK)
Hong Kong
$3.83M +$3.4M +105,190 +795%
SFA
92
Sequoia Financial Advisors
Ohio
$3.71M +$325K +10,058 +10%
WC
93
Waterloo Capital
Texas
$3.63M +$324K +10,035 +10%
HWAM
94
Hennion & Walsh Asset Management
New Jersey
$3.56M -$441K -13,641 -11%
DWT
95
Dorsey & Whitney Trust
South Dakota
$3.46M
CIBC World Market
96
CIBC World Market
Ontario, Canada
$3.2M +$1.58M +48,971 +98%
BA
97
Bard Associates
Illinois
$3.16M -$21.5K -650 -0.7%
EFG
98
Ethos Financial Group
Pennsylvania
$3.11M +$813K +24,602 +35%
BW
99
Bison Wealth
Georgia
$3.1M -$154K -4,755 -5%
PIWA
100
Prevail Innovative Wealth Advisors
Kansas
$3M -$92.1K -2,851 -3%