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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
EW
326
Evoke Wealth
California
$162K +$158K +10,485 New
ZIC
327
ZWJ Investment Counsel
Georgia
$161K
TYCC
328
Texas Yale Capital Corp
Florida
$160K +$160K +10,600 New
QCIG
329
Quad-Cities Investment Group
Iowa
$157K +$3.1K +206 +2%
FC
330
FORA Capital
Florida
$157K -$533K -35,384 -77%
SFI
331
SPC Financial Inc
Maryland
$154K -$603 -40 -0.4%
SVCP
332
Silicon Valley Capital Partners
California
$152K +$4.14K +275 +3%
AWE
333
Avidian Wealth Enterprises
Texas
$152K -$28K -1,858 -16%
PFBT
334
Parkside Financial Bank & Trust
Missouri
$146K +$39.8K +2,641 +38%
SIM
335
Synergy Investment Management
Florida
$138K +$138K +9,146 New
SS
336
SBI Securities
Japan
$125K +$125K +8,268 New
CFB
337
Cullen/Frost Bankers
Texas
$119K +$119K +7,900 New
CH
338
Canton Hathaway
Rhode Island
$84K +$83.9K +5,570 New
VWM
339
Venturi Wealth Management
Texas
$77.1K +$76.9K +5,100 New
PNC Financial Services Group
340
PNC Financial Services Group
Pennsylvania
$76K -$885K -58,719 -92%
MEG
341
Millstone Evans Group
Colorado
$75.6K +$75.3K +5,000 New
WCM
342
Westend Capital Management
California
$72.8K +$26.9K +1,784 +59%
CSPIA
343
Cary Street Partners Investment Advisory
Virginia
$71.1K +$70.9K +4,703 New
National Bank of Canada
344
National Bank of Canada
Quebec, Canada
$67.8K +$4.91K +326 +8%
FDCDDQ
345
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.6K +$43.8K +2,908 +194%
Northwestern Mutual Wealth Management
346
Northwestern Mutual Wealth Management
Wisconsin
$66.1K +$32K +2,121 +94%
RFA
347
Reyes Financial Architecture
California
$64.8K +$64.5K +4,283 New
EWA
348
EverSource Wealth Advisors
Alabama
$64.4K -$8.41K -558 -12%
CFO
349
CVA Family Office
Colorado
$62K
ZB
350
Zions Bancorporation
Utah
$60.5K

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.