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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
JFG
276
Jefferies Financial Group
New York
$265K -$20K -1,324 -7%
Manulife (Manufacturers Life Insurance)
277
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$265K +$512 +34 +0.2%
CWP
278
Core Wealth Partners
California
$261K
ACM
279
Anfield Capital Management
California
$260K
SCM
280
Sterneck Capital Management
Missouri
$256K +$255K +16,943 New
APW
281
Austin Private Wealth
Texas
$254K +$3.1K +206 +1%
AI
282
Accredited Investors
Minnesota
$251K
JIC
283
Joel Isaacson & Co
New York
$251K
TWM
284
TCFG Wealth Management
California
$249K +$2.91K +193 +1%
GAM
285
Griffin Asset Management
New York
$249K +$1.01K +67 +0.4%
DWT
286
Dorsey & Whitney Trust
South Dakota
$242K
IWA
287
Icon Wealth Advisors
Texas
$237K -$4.52K -300 -2%
JWCA
288
J.W. Cole Advisors
Florida
$235K -$8.35K -554 -3%
HIMS
289
Hager Investment Management Services
New Hampshire
$232K +$231K +15,340 New
PA
290
Parallel Advisors
California
$231K -$3.77K -250 -2%
T
291
Transce3nd
Texas
$229K +$228K +15,147 New
APW
292
Aventura Private Wealth
Florida
$223K +$223K +14,768 New
FFA
293
Farther Finance Advisors
California
$222K +$25.1K +1,663 +13%
Baird Financial Group
294
Baird Financial Group
Wisconsin
$220K +$21.4K +1,422 +11%
XT
295
XTX Topco
Cayman Islands
$216K +$215K +14,300 New
OCPWS
296
One Charles Private Wealth Services
Massachusetts
$212K
PPWP
297
Premier Path Wealth Partners
New Jersey
$212K
DCM
298
DGS Capital Management
New Jersey
$211K -$72.5K -4,814 -26%
BTI
299
Blue Trust Inc
Georgia
$210K -$497 -33 -0.2%
VCM
300
Vivaldi Capital Management
Illinois
$210K +$213K +14,150 New

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.