Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BLACKSTONE INC (BX)

2K + Investors. Track Smart Money conviction in BX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +78
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — BX

Based on 2133 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added BX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
2,133 hedge funds hold BX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+138 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

1145 buying937 selling
Last quarter: 1,145 funds bought or added vs 937 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+40 vs last Q)

new funds entering per quarter
Funds opening a new BX position: 166 → 162 → 229 → 269. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 18% medium ■ 16% new
1,423 out of 2,133 hedge funds have held BX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

245 → 166 → 162 → 229 → 269 new funds/Q
New funds entering each quarter: 166 → 162 → 229 → 269. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 11% 1-2yr ■ 21% new
Of 2,215 current holders: 1,499 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
44 of 2133 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in BX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: BX

How many hedge funds hold BX — quarterly history vs. share price
Quarterly hedge fund ownership of BX vs. share price

Market Analysis: BX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

192 top-rated funds 64 high-conviction
Consensus
9.9
/ 10
breadth
×
Elite
7.4
/ 10
conviction
Hedge Fund Positioning: BX
2026 Q1 Stats Unlock in 11 days 2K + Investors

Track Smart Money conviction in BX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 2215 2139 3.55%
13F Shares 525M 524M 0.23%
Total Value $80.70B $90.07B -10.41%
New Positions 272 235 +37
Increased Positions 996 994 +2
Closed Positions 197 143 +54
Reduced Positions 851 784 +67
Total Calls 49 49 -
Total Puts 43 48 -10.42%
PUT/CALL Ratio 0.88 0.98 Neutral

Statistics: BX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BX. Verified SEC 13F-HR filings.

Top 25 institutional holders of BX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WALNUT PRIVATE EQUITY PARTNERS, LLC 23.08% 363,892 $41.8M
2 Highlander Partners, L.P. 10.74% 238,600 $27.4M
3 Cryder Capital Partners LLP 10.45% 1,391,293 $160.0M
4 ACCOUNT MANAGEMENT LLC 8.48% 67,281 $7.7M
5 GARRISON BRADFORD & ASSOCIATES INC 7.98% 61,323 $7.1M
6 GUARDIAN INVESTMENT MANAGEMENT 7.21% 79,429 $9.1M
7 Grange Capital, LLC 5.54% 48,372 $5.6M
8 CACTI ASSET MANAGEMENT LLC 4.47% 640,733 $73.7M
9 WELCH CAPITAL PARTNERS LLC/NY 4.37% 168,826 $19K
10 Tranquility Partners, LLC 4.02% 92,292 $10.7M
11 FISHMAN JAY A LTD/MI 3.65% 355,537 $40.9M
12 Randolph Co Inc 3.62% 329,389 $37.9M
13 Point Windward Advisors Inc. 3.54% 61,385 $7.1M
14 Montaka Global Pty Ltd 3.40% 49,481 $5.7M
15 Avory & Company, LLC 3.35% 22,533 $2.6M
16 J. L. Bainbridge & Co., Inc. 3.21% 313,105 $36.0M
17 GFG Capital, LLC 3.00% 81,607 $9.4M
18 Cottage Street Advisors LLC 2.98% 59,878 $6.9M
19 TORRAY INVESTMENT PARTNERS LLC 2.79% 165,160 $19.0M
20 REGENTS OF THE UNIVERSITY OF CALIFORNIA 2.62% 645,120 $74.2M
21 MFF Capital Investments Ltd 2.61% 345,251 $39.7M
22 Koa Wealth Management, LLC 2.51% 30,153 $3.5M
23 Privium Fund Management (UK) Ltd 2.49% 45,400 $4.9M
24 SANDERS MORRIS HARRIS LLC 2.42% 132,944 $15.3M
25 VIRGINIA WEALTH MANAGEMENT GROUP, INC. 2.41% 39,215 $4.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BLACKSTONE INC (BX)

What does the Smart Money Trend signal show for BX?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added BX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BX?

Slight buying edge — 55% buying: Last quarter: 1,145 funds bought or added vs 937 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for BX holders?

Elite ownership — 58% AUM from top-100 funds: 44 of 2133 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in BX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BX?

67% of holders stayed for 2+ years: 1,423 out of 2,133 hedge funds have held BX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.