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
↑ +27
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — BX

Based on 2167 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 (95% of max)

95% of all-time peak
2,167 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 — +4% more funds vs a year ago

fund count last 6Q
+81 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

1173 buying920 selling
Last quarter: 1,173 funds bought or added vs 920 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.
⚠️

Fewer new buyers each quarter (-18 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 248 → 287 → 212 → 194. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 17% medium ■ 15% new
1,473 out of 2,167 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.
💎

Buying through price weakness — shares +30%, value +10%

Value
+9%
Shares
+29%
Last quarter: funds added +30% more shares while total portfolio value only changed +10%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

181 → 248 → 287 → 212 → 194 new funds/Q
New funds entering each quarter: 248 → 287 → 212 → 194. BX is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 70% veterans vs 19% newcomers

■ 70% veterans ■ 11% 1-2yr ■ 19% new
Entry-cohort mix of 2,249 holders: 1,575 (70%) are 2+ year veterans, 257 entered 1–2 years ago, and 417 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
68 of 2154 holders are among the 100 largest funds by AUM, controlling 63% 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.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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.

Institutional Sentiment Summary — BX

In 2026 Q2, 1173 hedge funds were net buyers of BX (194 opened a new position, 979 added to an existing one), while 920 reduced or exited (753 trimmed, 167 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 63% of total institutional value in BX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +27 funds (more new holders than closures). Total institutional holders: 2167.

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.

Is It Too Late to Buy Blackstone Inc (BX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BX has moved relative to its sector benchmark (XLF) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 73d ago
BX
+9.2%
XLF
+6.8%

BX outperformed XLF by +2.4% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 28d ago
BX
-10.7%
XLF
-1.6%

Since the filing became public, BX outperformed XLF by -9.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

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

65 top-rated funds 32 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
6.8
/ 10
conviction
Hedge Fund Positioning: BX
2K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 2133 2140 -0.33%
13F Shares 570M 539M 5.67%
Total Value $65.87B $61.14B 7.73%
New Positions 187 212 -25
Increased Positions 953 911 +42
Closed Positions 181 342 -161
Reduced Positions 718 793 -75
Total Calls 47 44 6.82%
Total Puts 47 49 -4.08%
PUT/CALL Ratio 1.0 1.11 Neutral

Statistics: BX

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Valuation Measures Data as of: --

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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 Q2)

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.

QUARTER:
Top 25 BX holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 John & Kathleen Schreiber Foundation 79.72% 648,677 $76.3M
2 Walnut Private Equity Partners, LLC 23.61% 371,142 $43.7M
3 Cryder Capital Partners LLP 11.48% 1,548,293 $182.2M
4 Coalescence Partners Investment Management, LP 11.23% 324,966 $38.2M
5 Guardian Investment Management 10.29% 135,500 $15.9M
6 Caxton Corp 10.16% 1,597 $188K
7 Highlander Partners, L.P. 9.41% 238,600 $28.1M
8 Kids Capital Management, L.P. 9.24% 100,000 $11.8M
9 Enstar Group LTD 8.94% 164,428 $19.3M
10 Kamunting Street Capital Management, L.P. 8.87% 134,641 $15.8M
11 Cobalt Capital Management, INC. 8.38% 100,000 $11.8M
12 Sanders Morris Harris LLC 8.32% 121,948 $14.3M
13 Account Management LLC 8.29% 69,721 $8.2M
14 Garrison Bradford & Associates Inc 8.09% 63,372 $7.5M
15 Heard Capital LLC 6.13% 1,217,600 $143.3M
16 SCP Investment, LP 5.97% 55,000 $6.5M
17 Lalia Capital, LLC 5.21% 91,047 $10.7M
18 Grange Capital, LLC 5.17% 47,663 $5.6M
19 Beck Mack & Oliver LLC 5.12% 2,230,056 $262.4M
20 Kazazian Asset Management, LLC 5.09% 48,128 $5.7M
21 J. L. Bainbridge & Co., Inc. 5.00% 539,047 $63.4M
22 Wulff, Hansen & CO. 4.97% 55,066 $6.5M
23 Adalta Capital Management LLC 4.35% 84,271 $9.9M
24 Tranquility Partners, LLC 3.84% 94,883 $11.2M
25 Cacti Asset Management LLC 3.78% 640,733 $75.4M
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 56% buying: Last quarter: 1,173 funds bought or added vs 920 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 — 63% AUM from top-100 funds: 68 of 2154 holders are among the 100 largest funds by AUM, controlling 63% 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?

68% of holders stayed for 2+ years: 1,473 out of 2,167 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.

Is it too late to buy Blackstone Inc (BX) following the 2026 Q2 hedge fund 13F filings?

As of today, BX has moved -10.7% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.6% for the XLF sector ETF — an outperformance of -9.1%. Since the quarter end (June 30, 2026), BX has gained +9.2% vs +6.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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