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Blue Owl Capital

410 hedge funds and large institutions have $2.43B invested in Blue Owl Capital in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 174 increasing their positions, 88 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 37

98% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 88

9% more funds holding

Funds holding: 377410 (+33)

7% more capital invested

Capital invested by funds: $2.28B → $2.43B (+$157M)

1.05% more ownership

Funds ownership: 39.96%41.01% (+1%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

49% less call options, than puts

Call options by funds: $10.6M | Put options by funds: $20.7M

Holders
410
Holders Change
+33
Holders Change %
+8.75%
% of All Funds
5.4%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.18%
New
78
Increased
174
Reduced
88
Closed
37
Calls
$10.6M
Puts
$20.7M
Net Calls
-$10.2M
Net Calls Change
-$9.42M
Name Holding Trade Value Shares
Change
Change in
Stake
GS
226
GWN Securities
Florida
$420K +$426K +28,251 New
AF
227
Atala Financial
California
$416K +$414K +27,494 New
UAG
228
United Advisor Group
Ohio
$406K -$20.3K -1,344 -5%
SWP
229
Stratos Wealth Partners
Ohio
$402K -$3.5M -232,399 -90%
IF
230
Integrity Financial
Wyoming
$401K
SFS
231
Sowell Financial Services
Arkansas
$400K +$52.2K +3,461 +15%
ACP
232
Arcus Capital Partners
Georgia
$396K +$388K +25,738 New
NC
233
NovaPoint Capital
Georgia
$392K
LSWP
234
Liberty Square Wealth Partners
Pennsylvania
$386K +$378K +25,111 New
KA
235
Kovack Advisors
Florida
$384K -$90.1K -5,977 -19%
KFA
236
Kelleher Financial Advisors
New York
$373K +$3.51K +233 +1%
AA
237
Ancora Advisors
Ohio
$371K
AQR Capital Management
238
AQR Capital Management
Connecticut
$364K +$362K +24,056 New
JTWM
239
Jackson Thornton Wealth Management
Alabama
$364K +$362K +24,056 New
B
240
Bailard
California
$362K
CFGS
241
Concourse Financial Group Securities
Alabama
$353K
DA
242
DCM Advisors
New York
$351K -$2.43K -161 -0.7%
BFM
243
Boston Financial Management
Massachusetts
$345K
S
244
SignatureFD
Georgia
$342K +$75 +5 +0%
FG
245
Fiduciary Group
Georgia
$340K +$36.7K +2,436 +12%
CG
246
Caprock Group
Idaho
$330K -$113K -7,499 -26%
CIG
247
Cascade Investment Group
Colorado
$328K -$5.65K -375 -2%
TFA
248
Teamwork Financial Advisors
Texas
$328K -$1.18K -78 -0.4%
ACC
249
Acorn Creek Capital
Colorado
$325K +$324K +21,512 New
DFS
250
Dixon Fnancial Services
California
$321K

OBDC Hedge Fund Activity: Q4 2024 in Review

410 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q4 2024, worth a combined $2.43B — up 6.9% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new OBDC positions and 37 closed out — a net gain of 41 holders — while 174 added to existing stakes and 88 trimmed.

The largest buyer was Cresset Asset Management, adding an estimated $66.1M. The largest seller was VanEck Associates, cutting an estimated $45M.

  • 410 institutional investors held Blue Owl Capital (OBDC) as of Q4 2024, up from 377 in Q3 2024.
  • Funds reported $2.43B of Blue Owl Capital stock for Q4 2024, up 6.9% quarter-over-quarter.
  • 78 funds opened new Blue Owl Capital positions in Q4 2024 and 37 closed out, a net change of +41 holders.
  • The largest Blue Owl Capital buyer in Q4 2024 was Cresset Asset Management, an estimated $66.1M added.
  • The largest Blue Owl Capital seller in Q4 2024 was VanEck Associates, an estimated $45M sold.

Based on aggregated 13F filings for Q4 2024.