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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
SWA
251
Stratos Wealth Advisors
Ohio
$317K +$558 +37 +0.2%
ACM
252
Alamar Capital Management
California
$310K
PCIA
253
Prime Capital Investment Advisors
Kansas
$305K -$1.91K -127 -0.6%
MW
254
MBL Wealth
North Carolina
$302K +$301K +20,000 New
CA
255
Crewe Advisors
Utah
$302K
GRP
256
Global Retirement Partners
California
$299K -$130K -8,612 -30%
BF
257
BOK Financial
Oklahoma
$298K
MA
258
MAS Advisors
Florida
$296K +$40.8K +2,707 +16%
ACM
259
Aster Capital Management
United Arab Emirates
$295K +$294K +19,530 New
WSFS
260
Wilmington Savings Fund Society
Delaware
$294K
CAPTRUST Financial Advisors
261
CAPTRUST Financial Advisors
North Carolina
$292K -$46.5K -3,083 -14%
Kovitz Investment Group Partners
262
Kovitz Investment Group Partners
Illinois
$292K +$36.1K +2,395 +14%
PCC
263
Park Circle Company
Maryland
$291K +$196K +13,000 +207%
SCA
264
Snowden Capital Advisors
New York
$291K +$29.9K +1,985 +12%
US Bancorp
265
US Bancorp
Minnesota
$287K
FAFN
266
First Affirmative Financial Network
Colorado
$283K -$35.2K -2,337 -11%
WAP
267
Wealthcare Advisory Partners
Pennsylvania
$281K +$2.29K +152 +0.8%
NP
268
NorthRock Partners
Minnesota
$281K +$9.55K +634 +4%
CFM
269
Catalyst Funds Management
Australia
$278K +$277K +18,400 New
WG
270
Welch Group
Alabama
$276K +$6.4K +425 +2%
PW
271
Peninsula Wealth
California
$276K
TCWM
272
Total Clarity Wealth Management
Illinois
$270K +$53K +3,514 +24%
TCWA
273
Turtle Creek Wealth Advisors
Texas
$270K -$18.2K -1,210 -6%
CIC
274
Chilton Investment Company
Connecticut
$268K
CPL
275
CAP Partners LLC
Tennessee
$266K +$2.02K +134 +0.8%

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.