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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
AWA
176
Arkadios Wealth Advisors
Georgia
$759K +$338K +22,440 +81%
BI
177
Bramshill Investments
Florida
$757K +$755K +50,076 New
IAS
178
Insigneo Advisory Services
Florida
$755K +$24.3K +1,615 +3%
EGA
179
Eagle Global Advisors
Texas
$717K -$153K -10,165 -18%
OSAM
180
O'Shaughnessy Asset Management
Connecticut
$711K +$218K +14,479 +45%
Wealth Enhancement Advisory Services
181
Wealth Enhancement Advisory Services
Minnesota
$705K +$113K +7,522 +19%
Neuberger Berman Group
182
Neuberger Berman Group
New York
$700K
RRA
183
Round Rock Advisors
Connecticut
$688K +$686K +45,532 New
MLIC
184
Mandatum Life Insurance Company
Finland
$681K +$95.5K +6,337 +16%
GSEP
185
Golden State Equity Partners
California
$679K +$677K +44,938 New
RWA
186
Redhawk Wealth Advisors
Minnesota
$678K -$49.9K -3,309 -7%
BRWA
187
B. Riley Wealth Advisors
Florida
$675K -$9.86K -654 -1%
BNP Paribas Financial Markets
188
BNP Paribas Financial Markets
France
$673K +$671K +44,529 New
CW
189
Channel Wealth
California
$673K +$12.4K +823 +2%
CIBC Private Wealth Group
190
CIBC Private Wealth Group
Georgia
$664K -$1.67M -111,104 -71%
NAS
191
NWF Advisory Services
California
$659K +$133K +8,798 +26%
TA
192
TruWealth Advisors
Louisiana
$647K +$645K +42,803 New
LWA
193
Lantern Wealth Advisors
New York
$640K +$637K +42,304 New
Axa
194
Axa
France
$617K +$615K +40,800 New
AWA
195
Amplius Wealth Advisors
Pennsylvania
$615K +$10.6K +702 +2%
NCM
196
Next Capital Management
New York
$595K -$11.4K -758 -2%
SW
197
SteelPeak Wealth
California
$584K +$25.6K +1,700 +5%
OBWG
198
Onyx Bridge Wealth Group
New York
$574K
RWM
199
Ritholtz Wealth Management
New York
$570K +$210K +13,921 +59%
Brown Advisory
200
Brown Advisory
Maryland
$560K

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.