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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
GC
201
Guggenheim Capital
Illinois
$556K +$31.8K +2,110 +6%
AAS
202
Avantax Advisory Services
Texas
$550K +$74.7K +4,960 +16%
CWM
203
Cornerstone Wealth Management
Missouri
$548K +$27.6K +1,832 +5%
AG
204
AmeriFlex Group
Nevada
$541K +$539K +35,773 New
VWA
205
Visionary Wealth Advisors
Illinois
$539K +$116K +7,710 +28%
Nomura Asset Management
206
Nomura Asset Management
Japan
$525K +$331K +21,983 +173%
PCA
207
Pallas Capital Advisors
Massachusetts
$522K -$239K -15,862 -31%
PPW
208
Pasadena Private Wealth
California
$520K +$230K +15,244 +80%
WS
209
Wedbush Securities
California
$519K +$81.2K +5,390 +19%
SWA
210
Strategies Wealth Advisors
Michigan
$490K +$23.4K +1,550 +5%
GC
211
GatePass Capital
Ohio
$484K +$482K +32,000 New
BWP
212
BlueStem Wealth Partners
Minnesota
$483K +$482K +31,957 New
AWA
213
Arete Wealth Advisors
Illinois
$479K +$88.2K +5,850 +23%
KWM
214
Kingsview Wealth Management
Oregon
$465K -$56.5K -3,750 -11%
MCP
215
Mirador Capital Partners
California
$461K +$33K +2,187 +8%
EFS
216
Essex Financial Services
Connecticut
$458K
Citigroup
217
Citigroup
New York
$454K +$111K +7,336 +32%
MP
218
McDonald Partners
Ohio
$454K
GF
219
Gabelli Funds
New York
$452K +$451K +29,916 New
ADIM
220
Alpha DNA Investment Management
Maryland
$452K +$25.9K +1,718 +6%
IIA
221
IPG Investment Advisors
California
$446K
BP
222
Ballentine Partners
Massachusetts
$443K
PWM
223
Perigon Wealth Management
California
$433K +$54.5K +3,619 +14%
William Blair & Company
224
William Blair & Company
Illinois
$430K -$223K -14,789 -34%
KAS
225
Kestra Advisory Services
Texas
$424K -$147K -9,758 -26%

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.