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
↓ -132
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — BX

Based on 2137 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
2,137 funds currently hold this stock — 94% of the 3.0-year high of 2,269 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+88 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 — 50% buying

1138 buying1160 selling
Last quarter: 1,138 funds bought or added vs 1,160 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 (-75 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 180 → 248 → 286 → 211. 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
1,443 out of 2,137 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 -0%, value -26%

Value
-26%
Shares
+0%
Last quarter: funds added -0% more shares while total portfolio value only changed -26%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

183 → 180 → 248 → 286 → 211 new funds/Q
New funds entering each quarter: 180 → 248 → 286 → 211. A growing number of institutions are discovering BX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 11% 1-2yr ■ 20% new
Of 2,220 current holders: 1,539 (69%) 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 — 51% AUM from top-100 funds

51% from top-100 AUM funds
63 of 2137 holders are among the 100 largest funds by AUM, controlling 51% 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.
3.2
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.

Institutional Sentiment Summary — BX

In 2026 Q1, 1138 hedge funds were net buyers of BX (211 opened a new position, 927 added to an existing one), while 1160 reduced or exited (817 trimmed, 343 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 51% of total institutional value in BX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -132 funds (more exits than new entries). Total institutional holders: 2137.

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 Q1 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 March 31, 2026 · 73d ago
BX
+3.9%
XLF
+6.6%

BX outperformed XLF by -2.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 28d ago
BX
+1.3%
XLF
+3.0%

Since the filing became public, BX outperformed XLF by -1.7% .

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.

99 top-rated funds 36 high-conviction
Consensus
8.7
/ 10
breadth
×
Elite
6.7
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 2111 2268 -6.92%
13F Shares 532M 533M -0.08%
Total Value $60.18B $81.72B -26.35%
New Positions 203 286 -83
Increased Positions 902 909 -7
Closed Positions 360 202 +158
Reduced Positions 782 760 +22
Total Calls 44 49 -10.2%
Total Puts 48 44 9.09%
PUT/CALL Ratio 1.09 0.9 Neutral

Statistics: BX

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Valuation Measures Data as of: --

Market Cap --
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) --
Levered Free Cash Flow (ttm) --

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.

QUARTER:
Top 25 BX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 John & Kathleen Schreiber Foundation 80.13% 679,426 $78.1M
2 Walnut Private Equity Partners, LLC 23.08% 363,892 $41.8M
3 Kids Capital Management, L.P. 12.51% 115,000 $13.2M
4 Highlander Partners, L.P. 10.74% 238,600 $27.4M
5 Cryder Capital Partners LLP 10.45% 1,391,293 $160.0M
6 Enstar Group LTD 8.70% 164,428 $18.9M
7 Account Management LLC 8.48% 67,281 $7.7M
8 Coalescence Partners Investment Management, LP 8.12% 326,626 $37.6M
9 Garrison Bradford & Associates Inc 7.98% 61,323 $7.1M
10 Heard Capital LLC 7.33% 1,232,890 $141.8M
11 Guardian Investment Management 7.21% 79,429 $9.1M
12 Lalia Capital, LLC 6.61% 91,047 $10.5M
13 Kamunting Street Capital Management, L.P. 5.65% 90,000 $10.3M
14 Grange Capital, LLC 5.54% 48,372 $5.6M
15 Beck Mack & Oliver LLC 5.36% 2,259,068 $259.8M
16 Adalta Capital Management LLC 4.77% 86,721 $10.0M
17 Covalent Partners LLC 4.59% 7,000 $805K
18 Cacti Asset Management LLC 4.47% 640,733 $73.7M
19 Arrow Capital Management, LLC 4.24% 53,176 $6.1M
20 Tranquility Partners, LLC 4.02% 92,292 $10.7M
21 Spinecap SAS 3.82% 90,534 $10.4M
22 Mcintyre Freedman & Flynn Investment Advisers Inc 3.75% 57,535 $6.6M
23 Fishman Jay A Ltd/Mi 3.65% 355,537 $40.9M
24 Callodine Capital Management, LP 3.63% 450,970 $51.9M
25 Randolph Co Inc 3.62% 329,389 $37.9M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BX positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BX?

Slight buying edge — 50% buying: Last quarter: 1,138 funds bought or added vs 1,160 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 — 51% AUM from top-100 funds: 63 of 2137 holders are among the 100 largest funds by AUM, controlling 51% 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: 1,443 out of 2,137 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 Q1 hedge fund 13F filings?

As of today, BX has moved +1.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.0% for the XLF sector ETF — an outperformance of -1.7%. Since the quarter end (March 31, 2026), BX has gained +3.9% vs +6.6% 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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