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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
TP
101
Tranquility Partners
Tennessee
$2.3M -$7.87K -522 -0.3%
IFG
102
Independent Financial Group
California
$2.28M +$236K +15,633 +12%
BIA
103
Beacon Investment Advisors
Maryland
$2.28M +$60.4K +4,007 +3%
AWM
104
Ariadne Wealth Management
California
$2.27M +$2.27M +150,538 New
BCM
105
BluePointe Capital Management
California
$2.24M +$232K +15,367 +12%
PAG
106
Private Advisor Group
New Jersey
$2.21M -$113K -7,483 -5%
SSG
107
Summit Securities Group
New York
$2.2M +$2.2M +145,700 New
OWP
108
Obermeyer Wealth Partners
Colorado
$2.2M +$25K +1,661 +1%
Northern Trust
109
Northern Trust
Illinois
$2.2M -$12.3M -812,986 -85%
FNT
110
First National Trust
Pennsylvania
$2.19M +$52.7K +3,497 +2%
Group One Trading
111
Group One Trading
Illinois
$2.06M +$250K +16,559 +14%
CCIA
112
Campbell & Co Investment Adviser
Maryland
$2M -$1.32M -87,475 -40%
First Trust Advisors
113
First Trust Advisors
Illinois
$1.96M +$65K +4,313 +3%
Cetera Investment Advisers
114
Cetera Investment Advisers
Illinois
$1.96M -$92.1K -6,114 -5%
PIWA
115
Prevail Innovative Wealth Advisors
Kansas
$1.87M -$169K -11,241 -8%
AWM
116
Apollon Wealth Management
South Carolina
$1.8M +$136K +9,040 +8%
PVM
117
Palogic Value Management
Texas
$1.78M +$129K +8,553 +8%
NFC
118
Northeast Financial Consultants
Connecticut
$1.75M +$1.47M +97,584 +542%
CSP
119
Cary Street Partners
Virginia
$1.74M +$1.74M +115,263 New
WA
120
WESPAC Advisors
California
$1.72M +$99.1K +6,576 +6%
SWM
121
SeaCrest Wealth Management
New York
$1.66M +$262K +17,395 +19%
MCA
122
Magnolia Capital Advisors
Mississippi
$1.65M +$426K +28,255 +35%
BC
123
Barnett & Company
Tennessee
$1.64M +$84.4K +5,600 +5%
Squarepoint
124
Squarepoint
New York
$1.62M +$1.43M +95,114 +778%
NW
125
NewEdge Wealth
Pennsylvania
$1.62M +$311K +20,612 +24%

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.