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Blue Owl Capital

458 hedge funds and large institutions have $3.28B invested in Blue Owl Capital in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 180 increasing their positions, 121 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 45

49% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 121

46% more call options, than puts

Call options by funds: $9.78M | Put options by funds: $6.72M

4% more funds holding

Funds holding: 440458 (+18)

2.48% more ownership

Funds ownership: 45.69%48.16% (+2.5%)

6% less capital invested

Capital invested by funds: $3.49B → $3.28B (-$214M)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

Holders
458
Holders Change
+18
Holders Change %
+4.09%
% of All Funds
6.01%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.25%
New
70
Increased
180
Reduced
121
Closed
45
Calls
$9.78M
Puts
$6.72M
Net Calls
+$3.07M
Net Calls Change
-$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
401
Private Trust Company
Ohio
$48.6K +$9.71K +682 +22%
RFP
402
Root Financial Partners
California
$46.9K +$52.3K +3,671 New
AIM
403
Anchor Investment Management
South Carolina
$38.3K
AssetMark Inc
404
AssetMark Inc
California
$38.3K +$42.7K +3,000 New
SWM
405
Spire Wealth Management
Virginia
$36.4K -$7.77K -546 -16%
NFSG
406
Newbridge Financial Services Group
Florida
$36.1K +$484 +34 +1%
GWSG
407
GPS Wealth Strategies Group
Colorado
$35.2K
BAMF
408
BI Asset Management Fondsmaeglerselskab
Denmark
$33K
HWA
409
Heritage Wealth Advisors
Virginia
$30.6K
UBS AM
410
UBS AM
Illinois
$29.7K +$33.1K +2,323 New
NB
411
NBT Bank
New York
$28.1K
AUB
412
Atlantic Union Bankshares
Virginia
$28.1K +$31.3K +2,200 New
VCM
413
Versant Capital Management
Arizona
$27.4K
CIAM
414
Caitong International Asset Management
Hong Kong
$27K +$18.8K +1,320 +166%
IA
415
IFP Advisors
Florida
$26.7K +$13.2K +926 +79%
PNC Financial Services Group
416
PNC Financial Services Group
Pennsylvania
$25.5K
EWP
417
Elevation Wealth Partners
California
$23.1K +$25.7K +1,807 New
Carson Wealth (CWM LLC)
418
Carson Wealth (CWM LLC)
Nebraska
$23K +$5.18K +364 +25%
SA
419
Strategic Advocates
Utah
$21.8K +$24.3K +1,710 New
BLC
420
Brown, Lisle/Cummings
Rhode Island
$19.2K
WSFS
421
Wilmington Savings Fund Society
Delaware
$19.2K
OCM
422
Orion Capital Management
California
$19.2K +$21.4K +1,500 New
AWM
423
AllSquare Wealth Management
New York
$17.9K
BAM
424
Byrne Asset Management
New Jersey
$17.9K
AF
425
Advisornet Financial
Minnesota
$17.8K +$14 +1 +0.1%