Who Owns BlackRock Capital Allocation Term Trust (BCAT)?Hedge Fund & Institutional Holders

$14.65-0.28 (-1.91%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -4

Price History

$13.20$14.06$14.92$15.79$16.65Sep 24Jun 25Mar 26

BCAT — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+84K+$20.0B
RIVERNORTH CAPITAL MANAGEMENT, LLCNew Position+1.4M+$19.9B
ABSOLUTE INVESTMENT ADVISERS, LLCNew Position+353K+$5.1B
WOLVERINE ASSET MANAGEMENT LLCNew Position+181K+$2.6B
Quarry LPNew Position+142K+$2.0B
ROYAL BANK OF CANADAIncreased+151K+$1.6B
PFG Investments, LLCNew Position+76K+$1.1B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+109K+$1.0B
OPPENHEIMER & CO INCNew Position+51K+$720.0M
Joseph P. Lucia & Associates, LLCNew Position+37K+$527.0M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.New Position+36K+$512.0M
WINEBRENNER CAPITAL MANAGEMENT LLCNew Position+36K+$509.0M
Amplius Wealth Advisors, LLCNew Position+34K+$479.0M
TrueMark Investments, LLCNew Position+29K+$408.0M
Shaker Financial Services, LLCNew Position+20K+$287.0M

BCAT — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Saba Capital Management, L.P.Closed Position-1.1M-$15.9B
RAYMOND JAMES FINANCIAL INCDecreased-133K-$3.9B
WELLS FARGO & COMPANY/MNDecreased-70K-$3.3B
UBS Group AGDecreased-178K-$3.2B
Invesco Ltd.Decreased-63K-$1.7B
STIFEL FINANCIAL CORPDecreased-46K-$1.6B
Integrated Wealth Concepts LLCDecreased-6K-$1.4B
Cetera Investment AdvisersDecreased-799-$1.0B
Rockefeller Capital Management L.P.Decreased-33K-$845.4M
FIRST TRUST ADVISORS LPDecreased-2K-$786.0M
Bison Wealth, LLCClosed Position-42K-$610.9M
ELEVATION POINT WEALTH PARTNERS, LLCDecreased-3K-$606.4M
CAPTRUST FINANCIAL ADVISORSDecreased-856-$375.1M
Consolidated Portfolio Review CorpClosed Position-13K-$187.7M
CARY STREET PARTNERS FINANCIAL LLCClosed Position-12K-$181.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLS FARGO & COMPANY/MN1,722,726$24.0B0.00%Share
2BANK OF AMERICA CORP /DE/1,463,950$20.0B0.00%Share
3RIVERNORTH CAPITAL MANAGEMENT, LLC1,408,167$19.9B0.94%Share
4Invesco Ltd.1,261,012$17.9B0.00%Share
5UBS Group AG945,036$13.4B0.00%Share
6Rockefeller Capital Management L.P.429,375$6.0B0.01%Share
7STIFEL FINANCIAL CORP469,127$6.0B0.01%Share
8ABSOLUTE INVESTMENT ADVISERS, LLC352,521$5.1B0.58%Share
9Advisors Asset Management, Inc.354,791$5.0B0.08%Share
10ROYAL BANK OF CANADA378,863$5.0B0.00%Share
11WELLS FARGO & COMPANY/MN324,726$4.0B0.00%Share
12RAYMOND JAMES FINANCIAL INC271,012$3.0B0.00%Share
13WOLVERINE ASSET MANAGEMENT LLC181,129$2.6B0.02%Share
14Quarry LP142,366$2.0B0.32%Share
15PFG Investments, LLC75,757$1.1B0.05%Share
16AMERIPRISE FINANCIAL INC120,789$1.0B0.00%Share
17Baird Financial Group, Inc.79,892$1.0B0.00%Share
18FIRST TRUST ADVISORS LP118,423$1.0B0.00%Share
19COMMONWEALTH EQUITY SERVICES, LLC108,896$1.0B0.00%Share
20Perennial Investment Advisors, LLC67,224$951.0M0.07%Share
21OPPENHEIMER & CO INC50,916$720.0M0.01%Share
22Joseph P. Lucia & Associates, LLC37,274$527.0M0.19%Share
23WINEBRENNER CAPITAL MANAGEMENT LLC36,000$509.0M0.34%Share
24Amplius Wealth Advisors, LLC33,877$479.0M0.04%Share
25TrueMark Investments, LLC28,859$408.0M0.08%Share
26Shaker Financial Services, LLC20,335$287.0M0.09%Share
27Camelot Portfolios, LLC19,500$276.0M0.17%Share
28LANDSCAPE CAPITAL MANAGEMENT, L.L.C.18,768$265.0M0.02%Share
29CoreCap Advisors, LLC18,103$256.0M0.01%Share
30EAGLE ROCK INVESTMENT COMPANY, LLC17,902$253.0M0.04%Share
31KINGSWOOD WEALTH ADVISORS, LLC17,910$253.0M0.01%Share
32Prosperity Consulting Group, LLC16,906$239.0M0.01%Share
33Walkner Condon Financial Advisors LLC16,213$229.0M0.03%Share
34UBS Group AG14,096$199.0M0.00%Share
35B. Riley Wealth Advisors, Inc.12,122$171.0M0.01%Share
36LANDSCAPE CAPITAL MANAGEMENT, L.L.C.10,604$150.0M0.01%Share
37FLAGSHIP HARBOR ADVISORS, LLC10,245$145.0M0.01%Share
38COMERICA BANK9,169$129.0M0.00%Share
39LANDSCAPE CAPITAL MANAGEMENT, L.L.C.6,857$97.0M0.01%Share
40ASSETMARK, INC5,366$75.0M0.00%Share
41Anfield Capital Management, LLC3,674$52.0M0.02%Share
42PRIVATE TRUST CO NA3,500$49.0M0.00%Share
43AdvisorNet Financial, Inc3,174$44.0M0.00%Share
44MORGAN STANLEY3,157,057$44.0M0.00%Share
45N.E.W. Advisory Services LLC2,400$33.0M0.00%Share
46COHEN & STEERS, INC.1,632,657$23.1M0.04%Share
47Penserra Capital Management LLC1,436,103$20.0M0.24%Share
48UBS Group AG1,369$19.0M0.00%Share
49WPG Advisers, LLC1,327$18.0M0.01%Share
50MORGAN STANLEY937,347$13.0M0.00%Share

BCAT Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025105$145.9B+39
Q3 202566$135.5B-19
Q2 202585$264.6B-7
Q1 202592$375.0B+11
Q4 202481$556.8B+19
Q3 202462$4.7T-2
Q2 202464$3.8T-1
Q1 202465$609.1T—

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As of Q4 2025, 50 institutional investors hold BCAT (BlackRock Capital Allocation Term Trust). The largest holder is WELLS FARGO & COMPANY/MN with $24.0B in shares. This quarter, 13 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own BCAT?

As of Q4 2025, 50 institutional investors report holding BCAT (BlackRock Capital Allocation Term Trust) in their 13F filings.

Who is the largest institutional holder of BCAT?

The largest institutional holder of BCAT is WELLS FARGO & COMPANY/MN with $24.0B in shares.

Is institutional ownership of BCAT increasing or decreasing?

This quarter, 13 institutions opened new positions in BCAT and 4 closed their positions.