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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
CG
301
CFO4Life Group
Texas
$210K +$1.4K +93 +0.7%
SG
302
Strid Group
Pennsylvania
$209K +$208K +13,799 New
YIH
303
Y-Intercept (HK)
Hong Kong
$208K -$719K -47,691 -78%
IWC
304
Integrated Wealth Concepts
Massachusetts
$205K +$4.36K +289 +2%
SC
305
Savant Capital
Illinois
$204K +$377 +25 +0.2%
TF
306
Trek Financial
Arizona
$202K +$3.99K +265 +2%
MSFS
307
Main Street Financial Solutions
Pennsylvania
$202K +$2.79K +185 +1%
SAM
308
Silvercrest Asset Management
New York
$201K
FHA
309
Flagship Harbor Advisors
Massachusetts
$199K +$5.41K +359 +3%
TRCT
310
Tower Research Capital (TRC)
New York
$197K +$16.3K +1,083 +9%
TSS
311
Two Sigma Securities
New York
$195K +$36K +2,387 +23%
Pathstone Holdings
312
Pathstone Holdings
New Jersey
$193K +$1.94K +129 +1%
P
313
&Partners
Tennessee
$189K +$187K +12,408 New
SIC
314
Sage Investment Counsel
Tennessee
$186K +$185K +12,273 New
RFA
315
Register Financial Advisors
Georgia
$185K +$30.6K +2,033 +20%
BPA
316
Beacon Pointe Advisors
California
$183K -$56.6K -3,758 -24%
CLG
317
Cooperman Leon G
$181K
Tudor Investment Corp
318
Tudor Investment Corp
Connecticut
$178K -$8.9M -590,670 -98%
GF
319
Gries Financial
Ohio
$178K
SWP
320
Sagespring Wealth Partners
Tennessee
$170K +$170K +11,276 New
Mercer Global Advisors
321
Mercer Global Advisors
Colorado
$166K -$1.4M -92,921 -89%
IA
322
IFG Advisory
Georgia
$165K +$165K +10,927 New
TH
323
TCTC Holdings
Texas
$164K
BWA
324
BlueChip Wealth Advisors
Georgia
$164K -$247K -16,403 -60%
UFA
325
US Financial Advisors
Massachusetts
$163K +$162K +10,770 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.