Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BLACKSTONE MORTGAGE TRUST IN (BXMT)

326 + Investors. Track Smart Money conviction in BXMT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — BXMT

Based on 313 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BXMT 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 (97% of max)

97% of all-time peak
313 hedge funds hold BXMT 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding BXMT is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 56% buying

174 buying135 selling
Last quarter: 174 funds bought or added vs 135 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 (+13 vs last Q)

new funds entering per quarter
Funds opening a new BXMT position: 48 → 24 → 35 → 48. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 22% medium ■ 13% new
202 out of 313 hedge funds have held BXMT 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.
📈

Growing discovery — still being found

48 → 48 → 24 → 35 → 48 new funds/Q
New funds entering each quarter: 48 → 24 → 35 → 48. A growing number of institutions are discovering BXMT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 11% 1-2yr ■ 16% new
Of 326 current holders: 236 (72%) 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 — 44% AUM from top-100 funds

44% from top-100 AUM funds
36 of 313 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in BXMT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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: BXMT

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

Market Analysis: BXMT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BXMT

-- --

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

53 top-rated funds 1 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: BXMT
2026 Q1 Stats Unlock in 10 days 326 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 326 313 4.15%
13F Shares 110M 107M 3.53%
Total Value $2.11B $1.96B 7.54%
New Positions 48 37 +11
Increased Positions 149 129 +20
Closed Positions 33 37 -4
Reduced Positions 118 124 -6
Total Calls 8 9 -11.11%
Total Puts 8 10 -20.0%
PUT/CALL Ratio 1.0 1.11 Neutral

Statistics: BXMT

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Valuation Measures Data as of: --

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Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

326 + investors

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

Top 25 institutional holders of BXMT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Dupree Financial Group, LLC 2.39% 310,166 $5.9M
2 SHIKIAR ASSET MANAGEMENT INC 0.96% 174,700 $3K
3 PACIFIC SUN FINANCIAL CORP 0.39% 40,595 $796K
4 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.29% 293,289 $5.6M
5 CURA WEALTH ADVISORS, LLC 0.28% 32,300 $619K
6 Advisors Capital Management, LLC 0.27% 1,204,191 $23.1M
7 Bright Futures Wealth Management, LLC. 0.26% 19,926 $382K
8 WORLD EQUITY GROUP, INC. 0.26% 51,448 $985K
9 JBR Co Financial Management Inc 0.22% 27,350 $523K
10 Whipplewood Advisors, LLC 0.20% 20,551 $394K
11 CHESAPEAKE CAPITAL CORP /IL/ 0.19% 13,935 $267K
12 INDEPENDENT FINANCIAL GROUP, LLC 0.15% 252,987 $4.8M
13 Diversify Advisory Services, LLC 0.12% 40,708 $777K
14 Claro Advisors Inc. 0.11% 48,861 $936K
15 Samalin Investment Counsel, LLC 0.11% 15,503 $297K
16 MBM WEALTH CONSULTANTS, LLC 0.10% 23,205 $444K
17 Bayforest Capital Ltd 0.09% 4,294 $82K
18 Wealthstar Advisors, LLC 0.09% 10,250 $196K
19 Crumly & Associates Inc. 0.07% 16,291 $312K
20 Wellington Shields & Co., LLC 0.05% 10,825 $207K
21 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.05% 13,765 $264K
22 AlphaQuest LLC 0.05% 46,214 $884K
23 Vision Retirement, LLC 0.05% 8,622 $165K
24 one8zero8, LLC 0.05% 11,000 $211K
25 First PREMIER Bank 0.05% 10,315 —
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 MORTGAGE TRUST IN (BXMT)

What does the Smart Money Trend signal show for BXMT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BXMT 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 BXMT?

Slight buying edge — 56% buying: Last quarter: 174 funds bought or added vs 135 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 BXMT holders?

Elite ownership — 44% AUM from top-100 funds: 36 of 313 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in BXMT. 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 BXMT?

65% of holders stayed for 2+ years: 202 out of 313 hedge funds have held BXMT 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.