Analysis of Hedge Fund Holdings in Blackstone Inc for Q1 2025
Recent analysis of the latest 13F filings reveals that Blackstone Inc (Symbol: BX) was included in the portfolios of 12 hedge funds for the reporting period ending March 31, 2025. When multiple hedge fund managers align on a position, it merits further examination.
It is crucial to understand that 13F filings only show long positions, as funds are not required to disclose short positions. This omission means that a fund could be holding a long position in a stock while simultaneously shorting it. Thus, the data may suggest a bullish stance when the overall strategy may be bearish, given that the short positions are not reported.
Despite this limitation, analyzing groups of 13F filings can disclose valuable trends, particularly when comparing different reporting periods. Below, we outline the changes in BX positions for this latest group of 13F filers:
| Fund | New Position? | Change In Share Count | Change In Market Value ($ in 1000’s) |
|---|---|---|---|
| Sumitomo Life Insurance Co. | Existing | –4,700 | –$2,547 |
| Asahi Life Asset Management CO. LTD. | Existing | +150 | –$79 |
| OVERSEA CHINESE BANKING Corp Ltd | NEW | +1,939 | +$271 |
| SBI Securities Co. Ltd. | Existing | +1,282 | +$19 |
| Lokken Investment Group LLC | Existing | –1,186 | –$384 |
| Apollon Wealth Management LLC | Existing | +75,412 | +$8,931 |
| Pioneer Trust Bank N A OR | Existing | UNCH | –$47 |
| Massachusetts Financial Services Co. MA | Existing | +1,700 | +$185 |
| West Family Investments Inc. | Existing | UNCH | –$58 |
| Schwarz Dygos Wheeler Investment Advisors LLC | Existing | UNCH | –$54 |
| Whittier Trust Co. of Nevada Inc. | Existing | +4,262 | –$3,580 |
| Whittier Trust Co. | Existing | –1,633 | –$10,733 |
| Aggregate Change: | +77,226 | –$8,076 | |
During this reporting period, five funds increased their BX holdings compared to the previous period ending December 31, 2024. Conversely, three funds reduced their positions, and one initiated a new position. Notably, Hohimer Wealth Management LLC exited its BX common stock holdings as of March 31, 2025.
When examining all funds that reported holding BX as of March 31, 2025, we found that the total BX share count across 2,991 funds dropped from 37,501,090 shares at the end of 2024 to 36,438,618 shares, marking a decrease of approximately 2.83%.
The top three funds holding BX as of March 31, 2025, indicate a trend worth monitoring.
Future analyses will continue to track these 13F filings, providing insights from aggregated data across different periods. While individual filings may offer limited information due to the long-only requirements, examining groups of funds can yield significant insights. This approach can reveal stocks like Blackstone Inc (Symbol: BX) that are worthy of further investigation.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
