OBDC icon

Blue Owl Capital

406 hedge funds and large institutions have $2.43B invested in Blue Owl Capital in 2024 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 171 increasing their positions, 88 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+32
Holders Change %
+8.56%
% of All Funds
5.41%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.19%
New
77
Increased
171
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
Shares
Change %
CWM
201
Cornerstone Wealth Management
Missouri
$548K +$27.7K +1,832 +5%
AG
202
AmeriFlex Group
Nevada
$541K +$541K +35,773 New
VWA
203
Visionary Wealth Advisors
Illinois
$539K +$117K +7,710 +28%
Nomura Asset Management
204
Nomura Asset Management
Japan
$525K +$332K +21,983 +173%
PCA
205
Pallas Capital Advisors
Massachusetts
$522K -$240K -15,862 -31%
PPW
206
Pasadena Private Wealth
California
$520K +$230K +15,244 +80%
WS
207
Wedbush Securities
California
$519K +$81.5K +5,390 +19%
SWA
208
Strategies Wealth Advisors
Michigan
$490K +$23.4K +1,550 +5%
BWP
209
BlueStem Wealth Partners
Minnesota
$483K +$483K +31,957 New
AWA
210
Arete Wealth Advisors
Illinois
$479K +$88.5K +5,850 +23%
KWM
211
Kingsview Wealth Management
Oregon
$465K -$56.7K -3,750 -11%
MCP
212
Mirador Capital Partners
California
$461K +$33.1K +2,187 +8%
EFS
213
Essex Financial Services
Connecticut
$458K
Citigroup
214
Citigroup
New York
$454K +$111K +7,336 +32%
MP
215
McDonald Partners
Ohio
$454K
GF
216
Gabelli Funds
New York
$452K +$452K +29,916 New
ADIM
217
Alpha DNA Investment Management
Maryland
$452K +$26K +1,718 +6%
IIA
218
IPG Investment Advisors
California
$446K
BP
219
Ballentine Partners
Massachusetts
$443K
PWM
220
Perigon Wealth Management
California
$433K +$53.9K +3,619 +14%
William Blair & Company
221
William Blair & Company
Illinois
$430K -$224K -14,789 -34%
KAS
222
Kestra Advisory Services
Texas
$424K -$148K -9,758 -26%
GS
223
GWN Securities
Florida
$420K +$420K +28,251 New
AF
224
Atala Financial
California
$416K +$416K +27,494 New
UAG
225
United Advisor Group
Ohio
$406K -$20.3K -1,344 -5%