Who Owns Blackstone Long-Short Credit Income Fund (BGX)?Hedge Fund & Institutional Holders

$10.64-0.06 (-0.56%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$8.0000002717000235e+208T

% of Float Held

—

QoQ Change in Holders

+11 / -5

Price History

$10.53$11.20$11.86$12.52$13.19Sep 24Jun 25Mar 26

BGX — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
WOLVERINE ASSET MANAGEMENT LLCNew Position+195K+$2.3B
J.W. COLE ADVISORS, INC.New Position+102K+$1.2B
Logan Stone Capital, LLCNew Position+86K+$1.0B
BANK OF AMERICA CORP /DE/Increased+5K+$998.3M
ADAPT WEALTH ADVISORS, LLCIncreased+81K+$910.1M
Thomas J. Herzfeld Advisors, Inc.Increased+74K+$807.1M
Shaker Financial Services, LLCNew Position+49K+$574.0M
Capital Investment Advisors, LLCNew Position+34K+$394.0M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.Increased+32K+$332.7M
Hennion & Walsh Asset Management, Inc.New Position+26K+$304.0M
SAX WEALTH ADVISORS, LLCNew Position+19K+$221.0M
OPPENHEIMER & CO INCNew Position+16K+$184.0M
Papamarkou Wellner Asset Management inc.New Position+16K+$183.0M
Ethos Financial Group, LLCNew Position+13K+$157.0M
AllSquare Wealth Management LLCNew Position+1K+$14.0M

BGX — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Advisors Asset Management, Inc.Decreased-122K-$2.3B
GUGGENHEIM CAPITAL LLCDecreased-161K-$2.3B
ROYAL BANK OF CANADADecreased-4K-$900.0M
Soltis Investment Advisors LLCDecreased-34K-$775.5M
Cetera Investment AdvisersDecreased-704-$485.4M
Laird Norton Wetherby Wealth Management, LLCClosed Position-14K-$166.7M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-10K-$124.1M
Advisory Services Network, LLCClosed Position-10K-$122.0M
UBS Group AGDecreased-1K-$51.7M
Turning Point Benefit Group, Inc.Closed Position-403-$4.8M
Morse Asset Management, IncClosed Position-21K-$246K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1GUGGENHEIM CAPITAL LLC698,115$8.0B57.29%Share
2Thomas J. Herzfeld Advisors, Inc.233,050$2.7B0.92%Share
3WOLVERINE ASSET MANAGEMENT LLC194,745$2.3B17.89%Share
4ADAPT WEALTH ADVISORS, LLC186,847$2.2B0.75%Share
5Invesco Ltd.170,700$2.0B0.31%Share
6Invesco Ltd.119,432$1.4B0.21%Share
7UBS Group AG103,900$1.2B0.20%Share
8J.W. COLE ADVISORS, INC.102,313$1.2B0.03%Share
9Logan Stone Capital, LLC86,012$1.0B0.25%Share
10WELLS FARGO & COMPANY/MN95,941$1.0B0.18%Share
11BANK OF AMERICA CORP /DE/144,104$1.0B0.07%Share
12Advisors Asset Management, Inc.156,710$1.0B16.79%Share
13LANDSCAPE CAPITAL MANAGEMENT, L.L.C.75,410$879.0M0.06%Share
14Shaker Financial Services, LLC48,854$574.0M0.18%Share
15LANDSCAPE CAPITAL MANAGEMENT, L.L.C.41,734$486.0M0.03%Share
16Capital Investment Advisors, LLC33,807$394.0M6.00%Share
17LANDSCAPE CAPITAL MANAGEMENT, L.L.C.27,442$319.0M0.02%Share
18Hennion & Walsh Asset Management, Inc.26,126$304.0M0.01%Share
19SAX WEALTH ADVISORS, LLC19,019$221.0M0.01%Share
20OPPENHEIMER & CO INC15,800$184.0M2.61%Share
21Papamarkou Wellner Asset Management inc.15,750$183.0M0.11%Share
22Ethos Financial Group, LLC13,499$157.0M0.01%Share
23COMERICA BANK7,003$81.0M0.32%Share
24UBS Group AG1,907$22.0M0.00%Share
25AllSquare Wealth Management LLC1,200$14.0M0.01%Share
26UBS Group AG1,172$13.0M0.00%Share
27Sound Income Strategies, LLC842$9.0M0.00%Share
28SIT INVESTMENT ASSOCIATES INC616,205$7.0M0.14%Share
29MORGAN STANLEY589,247$6.0M0.00%Share
30HIGHLINE WEALTH PARTNERS LLC350$4.0M0.00%Share
31Pathstone Holdings, LLC390,590$4.0M0.02%Share
32ENVESTNET ASSET MANAGEMENT INC295,050$3.0M0.00%Share
33COHEN & STEERS, INC.149,996$1.7M0.00%Share
34Closed-End Fund Advisors, Inc.75,299$877K0.52%Share
35SeaCrest Wealth Management, LLC46,848$545K0.06%Share
36CHOREO, LLC30,695$360K0.00%Share
37Ausdal Financial Partners, Inc.14,508$169K0.01%Share
38World Investment Advisors26,901$65K0.00%Share
39Soltis Investment Advisors LLC30,828$00.00%Share
40NewEdge Advisors, LLC15,415$00.00%Share
41Cetera Investment Advisers39,745$00.00%Share
42JANE STREET GROUP, LLC18,594$00.00%Share
43JANE STREET GROUP, LLC247$00.00%Share
44CITADEL ADVISORS LLC15,038$00.00%Share
45Rockefeller Capital Management L.P.6$00.00%Share
46NATIONS FINANCIAL GROUP INC, /IA/ /ADV60,800$00.00%Share
47NATIONAL BANK OF CANADA /FI/275$00.00%Share
48MAI Capital Management1,584$00.00%Share
49Kestra Advisory Services, LLC31,338$00.00%Share
50Pathstone Holdings, LLC1,436$00.00%Share

BGX Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202551$28.8B+18
Q3 202533$28.0B+0
Q2 202533$23.8B-4
Q1 202537$40.0B+3
Q4 202434$69.9B+5
Q3 202429$736.5B+0
Q2 202429$722.0B+1
Q1 202428$628.5B—

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As of Q4 2025, 50 institutional investors hold BGX (Blackstone Long-Short Credit Income Fund). The largest holder is GUGGENHEIM CAPITAL LLC with $8.0B in shares. This quarter, 11 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own BGX?

As of Q4 2025, 50 institutional investors report holding BGX (Blackstone Long-Short Credit Income Fund) in their 13F filings.

Who is the largest institutional holder of BGX?

The largest institutional holder of BGX is GUGGENHEIM CAPITAL LLC with $8.0B in shares.

Is institutional ownership of BGX increasing or decreasing?

This quarter, 11 institutions opened new positions in BGX and 5 closed their positions.