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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
PB
376
Pinnacle Bancorp
Nebraska
$17.8K
RCM
377
Raleigh Capital Management
North Carolina
$17.4K +$1.13K +75 +7%
HCP
378
Hexagon Capital Partners
Arkansas
$16.8K +$6.58K +437 +65%
TF
379
Tandem Financial
Colorado
$15.5K +$15.1K +1,000 New
GM
380
GeoWealth Management
Illinois
$14.7K
Jones Financial Companies
381
Jones Financial Companies
Missouri
$13.5K +$8.14K +540 +154%
BCMLT
382
Beacon Capital Management LLC (Tennessee)
Tennessee
$12K +$45 +3 +0.4%
AF
383
Advisornet Financial
Minnesota
$12K -$6.01K -399 -34%
SIC
384
SJS Investment Consulting
Ohio
$11.9K
BOJHT
385
Bank of Jackson Hole Trust
Wyoming
$10.9K +$10.9K +723 New
HWM
386
HighMark Wealth Management
Minnesota
$10.6K +$286 +19 +3%
DF
387
DecisionPoint Financial
Arizona
$10.6K
EFG
388
Ethos Financial Group
Pennsylvania
$10.4K +$10.1K +670 New
LI
389
LRI Investments
Florida
$8.03K
CIA
390
Cape Investment Advisory
Georgia
$7.56K
AIC
391
Archer Investment Corporation
Indiana
$6.09K +$15 +1 +0.2%
PWA
392
Physician Wealth Advisors
Utah
$5.43K +$5.41K +359 New
SWC
393
Spectrum Wealth Counsel
Indiana
$5.14K
WWA
394
Wingate Wealth Advisors
Massachusetts
$4.99K +$4.97K +330 New
AFG
395
Albion Financial Group
Utah
$4.91K +$4.9K +325 New
GWP
396
Gen-Wealth Partners
Michigan
$3.78K
IA
397
IFS Advisors
Kansas
$3.02K +$3.01K +200 New
WWP
398
WR Wealth Planners
Missouri
$2.95K +$75 +5 +3%
W
399
WealthCollab
Washington
$2.16K
PAM
400
Parvin Asset Management
South Dakota
$1.51K +$1.51K +100 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.