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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
RIL
351
Rothschild Investment LLC
Illinois
$60.5K
LC
352
Luminist Capital
Michigan
$59.6K +$102K +6,773 New
EDRH
353
Edmond de Rothschild Holding
Switzerland
$58.6K
HNB
354
Huntington National Bank
Ohio
$55.9K
Lazard Asset Management
355
Lazard Asset Management
New York
$49K +$48.9K +3,248 New
BBHC
356
Brown Brothers Harriman & Co
New York
$47.9K +$47.8K +3,169 New
AIM
357
Anchor Investment Management
South Carolina
$45.4K +$22.6K +1,500 +100%
Fifth Third Bancorp
358
Fifth Third Bancorp
Ohio
$44.2K +$29K +1,922 +192%
SWM
359
Spire Wealth Management
Virginia
$42.3K -$7.57K -502 -15%
GWSG
360
GPS Wealth Strategies Group
Colorado
$41.7K
NFSG
361
Newbridge Financial Services Group
Florida
$41.2K +$482 +32 +1%
BAMF
362
BI Asset Management Fondsmaeglerselskab
Denmark
$39K -$121K -8,022 -76%
CA
363
Clearstead Advisors
Ohio
$38.8K +$1.05K +70 +3%
HWA
364
Heritage Wealth Advisors
Virginia
$36.3K +$3.01K +200 +9%
NB
365
NBT Bank
New York
$33.3K
CAS
366
Coppell Advisory Solutions
Texas
$33.2K +$3.54K +235 +12%
HWM
367
Hemington Wealth Management
Virginia
$26K +$75 +5 +0.3%
PTC
368
Private Trust Company
Ohio
$25.3K +$4.52K +300 +22%
EF
369
Empowered Funds
Pennsylvania
$23.2K +$23.1K +1,534 New
HI
370
Harbour Investments
Wisconsin
$22.2K +$196 +13 +0.9%
AWM
371
AllSquare Wealth Management
New York
$21.2K
Carson Wealth (CWM LLC)
372
Carson Wealth (CWM LLC)
Nebraska
$21K
ETC
373
Exchange Traded Concepts
Oklahoma
$18.6K +$17.1K +1,132 +1,192%
HT
374
Headlands Technologies
Illinois
$18.4K +$11.2K +742 +157%
TCOV
375
Trust Company of Vermont
Vermont
$18.1K +$18.1K +1,200 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.