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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
KIM
1
Karpus Investment Management
New York
$87.4M -$567K -47,419 -0.6%
RCM
2
Rivernorth Capital Management
Florida
$47.4M -$985K -82,363 -2%
MSL
3
Mackay Shields LLC
New York
$23.2M +$719K +60,119 +3%
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$17.2M +$272K +22,731 +2%
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$13M +$1.78M +148,946 +16%
GC
6
Guggenheim Capital
Illinois
$12.5M -$216K -18,030 -2%
Bank of America
7
Bank of America
North Carolina
$8.91M +$1.05M +87,491 +13%
Morgan Stanley
8
Morgan Stanley
New York
$8.26M +$896K +74,935 +12%
AAM
9
Advisors Asset Management
Colorado
$5.62M -$592K -49,500 -9%
Allianz Asset Management
10
Allianz Asset Management
Germany
$5.38M
Fiera Capital (Canada)
11
Fiera Capital (Canada)
Quebec, Canada
$5.02M -$306K -25,577 -6%
VanEck Associates
12
VanEck Associates
New York
$3.77M -$903K -75,502 -19%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$3.72M +$298K +24,965 +9%
SIA
14
Sit Investment Associates
Minnesota
$3.62M -$279K -23,308 -7%
RCM
15
Robinson Capital Management
Michigan
$3.4M +$152K +12,690 +5%
Wells Fargo
16
Wells Fargo
California
$3.13M -$251K -20,971 -7%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$3.08M +$449K +37,587 +17%
COLIM
18
City of London Investment Management
United Kingdom
$2.9M +$1.4M +117,310 +91%
CFGSD
19
Compass Financial Group (South Dakota)
South Dakota
$2.47M -$18.5K -1,548 -0.7%
MWM
20
Melfa Wealth Management
Massachusetts
$2.21M +$96 +8 +0%
LSC
21
Logan Stone Capital
Illinois
$2.04M -$1.25M -104,149 -37%
LPL Financial
22
LPL Financial
California
$1.57M +$190K +15,901 +13%
DWM
23
Dakota Wealth Management
Florida
$1.56M
RC
24
Rareview Capital
Nevada
$1.45M +$971K +81,222 +190%
Invesco
25
Invesco
Georgia
$1.45M +$427K +35,705 +41%

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.