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BlackRock MuniHoldings Fund

109 hedge funds and large institutions have $296M invested in BlackRock MuniHoldings Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 32

1% more capital invested

Capital invested by funds: $294M → $296M (+$2.5M)

0.1% more ownership

Funds ownership: 48.26%48.36% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 114109 (-5)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
109
Holders Change
-5
Holders Change %
-4.39%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
37
Reduced
32
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
76
Permanent Capital Management
Illinois
$140K -$14.5K -1,217 -9%
Truist Financial
77
Truist Financial
North Carolina
$139K -$4.83K -404 -3%
EFS
78
Essex Financial Services
Connecticut
$135K
PAG
79
Private Advisor Group
New Jersey
$130K -$39.1K -3,275 -23%
M&T Bank
80
M&T Bank
New York
$128K +$130K +10,900 New
SPIA
81
Steward Partners Investment Advisory
New York
$123K
STA
82
Summit Trail Advisors
New York
$121K +$122K +10,202 New
GWM
83
Geneos Wealth Management
Colorado
$120K +$111K +9,301 +978%
Goldman Sachs
84
Goldman Sachs
New York
$118K +$120K +10,036 New
IAS
85
Insigneo Advisory Services
Florida
$117K
AG
86
AmeriFlex Group
Nevada
$117K +$1.16K +97 +1%
N
87
Nuveen
North Carolina
$98.1K -$331K -27,712 -73%
SWM
88
Spire Wealth Management
Virginia
$47K
US Bancorp
89
US Bancorp
Minnesota
$34K -$10.8K -900 -24%
WAM
90
Wolverine Asset Management
Illinois
$31.7K +$29.9K +2,497 +1,249%
HCP
91
Hexagon Capital Partners
Arkansas
$25.8K
PTC
92
Private Trust Company
Ohio
$23.5K
PFPT
93
Pinnacle Financial Partners (Tennessee)
Tennessee
$23.3K
TCM
94
Tradewinds Capital Management
Washington
$19.5K
IBOK
95
Independence Bank of Kentucky
Kentucky
$15.6K
Bessemer Group
96
Bessemer Group
New Jersey
$14K -$19.2K -1,609 -58%
FIA
97
FNY Investment Advisers
New York
$11K +$12K +1,000 New
SSB
98
Sandy Spring Bank
Maryland
$9.78K +$120 +10 +1%
Jones Financial Companies
99
Jones Financial Companies
Missouri
$9.36K +$9.55K +799 New
AIM
100
Anchor Investment Management
South Carolina
$8.69K

MHD Hedge Fund Activity: Q1 2025 in Review

109 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in BlackRock MuniHoldings Fund (MHD) for Q1 2025, worth a combined $296M — up 0.85% from $294M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MHD and 10 opened new positions — a net loss of 4 holders — while 32 trimmed existing stakes and 37 added.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $1.78M. The largest seller was Logan Stone Capital, cutting an estimated $1.25M.

  • 109 institutional investors held BlackRock MuniHoldings Fund (MHD) as of Q1 2025, down from 114 in Q4 2024.
  • Funds reported $296M of BlackRock MuniHoldings Fund stock for Q1 2025, up 0.85% quarter-over-quarter.
  • 10 funds opened new BlackRock MuniHoldings Fund positions in Q1 2025 and 14 closed out, a net change of -4 holders.
  • The largest BlackRock MuniHoldings Fund buyer in Q1 2025 was Hennion & Walsh Asset Management, an estimated $1.78M added.
  • The largest BlackRock MuniHoldings Fund seller in Q1 2025 was Logan Stone Capital, an estimated $1.25M sold.

Based on aggregated 13F filings for Q1 2025.