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Blue Owl Capital

450 hedge funds and large institutions have $13.5B invested in Blue Owl Capital in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 177 increasing their positions, 119 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 24

49% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 119

27% more capital invested

Capital invested by funds: $10.6B → $13.5B (+$2.92B)

22% more funds holding

Funds holding: 370450 (+80)

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

4.7% more ownership

Funds ownership: 97.73%102.43% (+4.7%)

40% less call options, than puts

Call options by funds: $43.2M | Put options by funds: $72M

Holders
450
Holders Change
+80
Holders Change %
+21.62%
% of All Funds
5.93%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.26%
New
108
Increased
177
Reduced
119
Closed
24
Calls
$43.2M
Puts
$72M
Net Calls
-$28.7M
Net Calls Change
-$24M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
426
Heritage Wealth Advisors
Virginia
$5.88K +$5.79K +253 New
NMG
427
New Millennium Group
Utah
$5.86K +$5.77K +252 New
CFFP
428
Center for Financial Planning
Michigan
$4.65K
ADL
429
Asset Dedication LLC
California
$4.07K +$4K +175 New
VWM
430
Venturi Wealth Management
Texas
$3.44K +$1.44K +63 +74%
MG
431
Mather Group
Illinois
$3.21K
BWL
432
Bogart Wealth LLC
Virginia
$2.51K +$2.47K +108 New
HCM
433
Hollencrest Capital Management
California
$2.33K
NWWA
434
New Wave Wealth Advisors
Arkansas
$2.33K +$2.29K +100 New
HI
435
Harbour Investments
Wisconsin
$2.09K
AW
436
Avion Wealth
Texas
$2K +$252 +11 +14%
RCM
437
Raleigh Capital Management
North Carolina
$1.51K
CSWM
438
Cassady Schiller Wealth Management
Ohio
$1.3K +$1.28K +56 New
SS
439
Sunbelt Securities
Texas
$1.17K
WCM
440
Winthrop Capital Management
Indiana
$1K
RFS
441
Richardson Financial Services
Massachusetts
$907
BIA
442
Bell Investment Advisors
California
$861
OSNBOA
443
Old Second National Bank of Aurora
Illinois
$698 +$687 +30 New
MCM
444
Manchester Capital Management
Vermont
$559
WCM
445
WealthTrak Capital Management
Virginia
$466 +$458 +20 New
AF
446
Advisornet Financial
Minnesota
$395 -$1.33K -58 -77%
HWA
447
HHM Wealth Advisors
Tennessee
$326 +$320 +14 New
CA
448
CoreCap Advisors
Michigan
$302 -$5.29K -231 -95%
BIG
449
Brooklyn Investment Group
New York
$256 +$229 +10 +1,000%
MCM
450
MV Capital Management
Maryland
$94

OWL Hedge Fund Activity: Q4 2024 in Review

450 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OWL) for Q4 2024, worth a combined $13.5B — up 27% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new OWL positions and 24 closed out — a net gain of 84 holders — while 177 added to existing stakes and 119 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $227M. The largest seller was Bank of America, cutting an estimated $90.8M.

  • 450 institutional investors held Blue Owl Capital (OWL) as of Q4 2024, up from 370 in Q3 2024.
  • Funds reported $13.5B of Blue Owl Capital stock for Q4 2024, up 27% quarter-over-quarter.
  • 108 funds opened new Blue Owl Capital positions in Q4 2024 and 24 closed out, a net change of +84 holders.
  • The largest Blue Owl Capital buyer in Q4 2024 was Fidelity Investments, an estimated $227M added.
  • The largest Blue Owl Capital seller in Q4 2024 was Bank of America, an estimated $90.8M sold.

Based on aggregated 13F filings for Q4 2024.