Who Owns Blackstone Strategic Credit 2027 Term Fund (BGB)?Hedge Fund & Institutional Holders

$11.16+0.04 (+0.38%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.908626000230002e+181T

% of Float Held

—

QoQ Change in Holders

+14 / -0

Price History

$10.85$11.30$11.75$12.19$12.64Sep 24Jun 25Mar 26

BGB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Coastal Bridge Advisors, LLCNew Position+2.5M+$29.1M
SIT INVESTMENT ASSOCIATES INCIncreased+1.2M+$12.8M
TRANSCEND CAPITAL ADVISORS, LLCNew Position+454K+$5.4M
Vestmark Advisory Solutions, Inc.New Position+253K+$3.0M
Logan Stone Capital, LLCNew Position+202K+$2.4M
Capital Investment Advisors, LLCNew Position+189K+$2.2M
Merit Financial Group, LLCNew Position+168K+$2.0M
Lalia Capital, LLCNew Position+149K+$1.8M
Shaker Financial Services, LLCNew Position+137K+$1.6M
Tranquility Partners, LLCNew Position+107K+$1.3M
THRIVENT FINANCIAL FOR LUTHERANSNew Position+177K+$1.0M
QUANTIFY CHAOS ADVISORS, LLCNew Position+69K+$812K
Sanctuary Advisors, LLCNew Position+55K+$661K
CSS LLC/ILNew Position+55K+$653K
Closed-End Fund Advisors, Inc.New Position+52K+$614K

BGB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BANK OF AMERICA CORP /DE/Decreased-591K-$30.7B
Advisors Asset Management, Inc.Decreased-111K-$12.4B
UBS Group AGDecreased-2K-$6.0B
Invesco Ltd.Decreased-65K-$4.4B
Integrated Wealth Concepts LLCDecreased-29K-$4.4B
GUGGENHEIM CAPITAL LLCDecreased-61K-$4.1B
ELEVATION POINT WEALTH PARTNERS, LLCDecreased-24K-$3.4B
ROYAL BANK OF CANADADecreased-1K-$3.1B
Steward Partners Investment Advisory, LLCDecreased-6K-$1.7B
STIFEL FINANCIAL CORPDecreased-32K-$1.6B
FIRST TRUST ADVISORS LPDecreased-69K-$1.5B
CARY STREET PARTNERS FINANCIAL LLCDecreased-11K-$1.2B
OSAIC HOLDINGS, INC.Decreased-29K-$992.4M
Rockefeller Capital Management L.P.Decreased-50K-$712.1M
Virtus Investment Advisers, LLCDecreased-13K-$673.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Coastal Bridge Advisors, LLC2,469,105$29.1M2.17%Share
2MORGAN STANLEY2,213,043$26.0M0.00%Share
3SIT INVESTMENT ASSOCIATES INC2,025,340$23.0M0.46%Share
4BANK OF AMERICA CORP /DE/1,931,495$22.0M0.00%Share
5WELLS FARGO & COMPANY/MN1,062,255$12.0M0.00%Share
6HighTower Advisors, LLC900,076$10.0M0.01%Share
7WELLS FARGO & COMPANY/MN880,515$10.0M0.00%Share
8Advisors Asset Management, Inc.911,571$10.0M0.17%Share
9RAYMOND JAMES FINANCIAL INC691,396$8.0M0.00%Share
10Cresset Asset Management, LLC637,602$7.0M0.03%Share
11UBS Group AG488,510$5.8M0.00%Share
12TRANSCEND CAPITAL ADVISORS, LLC454,372$5.4M0.41%Share
13RAYMOND JAMES FINANCIAL INC377,234$4.0M0.00%Share
14Invesco Ltd.269,703$3.2M0.00%Share
15Pathstone Holdings, LLC327,771$3.0M0.01%Share
16Integrated Wealth Concepts LLC332,233$3.0M0.04%Share
17ELEVATION POINT WEALTH PARTNERS, LLC253,401$3.0M0.14%Share
18GUGGENHEIM CAPITAL LLC278,123$3.0M0.02%Share
19LPL Financial LLC335,974$3.0M0.00%Share
20Vestmark Advisory Solutions, Inc.253,152$3.0M0.04%Share
21Logan Stone Capital, LLC202,024$2.4M0.59%Share
22CITY OF LONDON INVESTMENT MANAGEMENT CO LTD191,182$2.3M0.17%Share
23Capital Investment Advisors, LLC189,062$2.2M0.03%Share
24Robbins Farley184,871$2.2M0.99%Share
25ROYAL BANK OF CANADA253,411$2.0M0.00%Share
26Merit Financial Group, LLC164,556$1.9M0.02%Share
27Lalia Capital, LLC148,800$1.8M1.37%Share
28Shaker Financial Services, LLC136,680$1.6M0.51%Share
29Tranquility Partners, LLC107,455$1.3M0.46%Share
30CARY STREET PARTNERS FINANCIAL LLC88,481$1.0M0.03%Share
31STIFEL FINANCIAL CORP102,881$1.0M0.00%Share
32Steward Partners Investment Advisory, LLC134,533$1.0M0.01%Share
33THRIVENT FINANCIAL FOR LUTHERANS99,240$1.0M0.00%Share
34QUANTIFY CHAOS ADVISORS, LLC68,975$812K2.46%Share
35Stolper Co60,417$712K0.21%Share
36CSS LLC/IL55,491$653K0.03%Share
37Closed-End Fund Advisors, Inc.52,172$614K0.36%Share
38WEALTH ENHANCEMENT ADVISORY SERVICES, LLC48,285$572K0.00%Share
39Oder Investment Management, LLC47,650$561K0.41%Share
40OPPENHEIMER & CO INC44,020$518K0.01%Share
41Virtus Investment Advisers, LLC42,006$494K0.13%Share
42Calamos Advisors LLC30,783$362K0.00%Share
43DAVENPORT & Co LLC27,827$327K0.00%Share
44Invesco Ltd.27,163$319K0.00%Share
45READYSTATE ASSET MANAGEMENT LP20,226$238K0.01%Share
46WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC19,075$224K0.07%Share
47Perigon Wealth Management, LLC16,349$192K0.00%Share
48Ethos Financial Group, LLC15,718$185K0.01%Share
49M&T BANK CORP6,852$183K0.00%Share
50Sanctuary Advisors, LLC14,154$171K0.00%Share

BGB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202589$224.4M+31
Q3 202558$167.8B-8
Q2 202566$174.0B-14
Q1 202580$224.8B+0
Q4 202480$11.6T+14
Q3 202466$106.1T-3
Q2 202469$96.4T+5
Q1 202464$107.4T—

Similar Stocks by Institutional Ownership

NVDA

NVIDIA Corporation

AAPL

Apple Inc.

MSFT

Microsoft Corporation

TSM

Taiwan Semiconductor Manufacturing Company Limited

AVGO

Broadcom Inc.

ASML

ASML Holding N.V.

ORCL

Oracle Corporation

MU

Micron Technology, Inc.

As of Q4 2025, 50 institutional investors hold BGB (Blackstone Strategic Credit 2027 Term Fund). The largest holder is Coastal Bridge Advisors, LLC with $29.1M in shares. This quarter, 14 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own BGB?

As of Q4 2025, 50 institutional investors report holding BGB (Blackstone Strategic Credit 2027 Term Fund) in their 13F filings.

Who is the largest institutional holder of BGB?

The largest institutional holder of BGB is Coastal Bridge Advisors, LLC with $29.1M in shares.

Is institutional ownership of BGB increasing or decreasing?

This quarter, 14 institutions opened new positions in BGB and 0 closed their positions.