Who Owns Blackstone Senior Floating Rate 2027 Term Fund (BSL)?Hedge Fund & Institutional Holders

$12.85+0.17 (+1.34%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.0000000300000025e+160T

% of Float Held

QoQ Change in Holders

+14 / -4

Price History

$12.66$13.19$13.71$14.23$14.76Sep 24Jun 25Mar 26

BSL — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
LEAVELL INVESTMENT MANAGEMENT, INC.New Position+267K+$3.0B
Tranquility Partners, LLCNew Position+74K+$1.0B
TrueMark Investments, LLCNew Position+74K+$998.0M
CSS LLC/ILNew Position+34K+$464.0M
Comprehensive Money Management Services LLCNew Position+33K+$449.0M
WOLVERINE ASSET MANAGEMENT LLCNew Position+26K+$346.0M
Shaker Financial Services, LLCNew Position+20K+$270.0M
Ethos Financial Group, LLCNew Position+19K+$250.0M
Capital Investment Advisors, LLCNew Position+13K+$178.0M
Logan Stone Capital, LLCNew Position+13K+$169.0M
SHUFRO ROSE & CO LLCIncreased+10K+$122.2M
SIT INVESTMENT ASSOCIATES INCNew Position+214K+$2.0M
Apollon Wealth Management, LLCNew Position+62K+$842K
Merit Financial Group, LLCNew Position+30K+$403K
Avidian Wealth Enterprises, LLCNew Position+22K+$301K

BSL — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Advisors Asset Management, Inc.Decreased-116K-$2.7B
Integrated Wealth Concepts LLCDecreased-19K-$2.0B
LPL Financial LLCDecreased-18K-$1.4B
RAYMOND JAMES FINANCIAL INCDecreased-5K-$914.2M
Invesco Ltd.Decreased-41K-$682.5M
Hilltop Holdings Inc.Decreased-1K-$595.6M
GUGGENHEIM CAPITAL LLCClosed Position-38K-$530.1M
CAPTRUST FINANCIAL ADVISORSDecreased-3K-$427.9M
RIVERNORTH CAPITAL MANAGEMENT, LLCDecreased-26K-$403.9M
Virtus Investment Advisers, LLCDecreased-14K-$219.8M
Spinnaker Investment Group, LLCClosed Position-11K-$157.9M
WELLS FARGO & COMPANY/MNDecreased-3K-$118.0M
Newbridge Financial Services Group, Inc.Closed Position-500-$7.0M
Advisory Services Network, LLCClosed Position-284-$4.0M
MORGAN STANLEYDecreased-47K-$1.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/748,300$10.0B0.00%Share
2LEAVELL INVESTMENT MANAGEMENT, INC.266,730$3.0B0.12%Share
3Invesco Ltd.186,688$2.5B0.00%Share
4UBS Group AG165,007$2.2B0.00%Share
5RIVERNORTH CAPITAL MANAGEMENT, LLC78,949$1.1B0.05%Share
6Tranquility Partners, LLC74,189$1.0B0.36%Share
7Advisors Asset Management, Inc.144,140$1.0B0.02%Share
8TrueMark Investments, LLC73,949$998.0M0.19%Share
9Virtus Investment Advisers, LLC35,213$475.0M0.13%Share
10CSS LLC/IL34,426$464.0M0.02%Share
11Comprehensive Money Management Services LLC33,280$449.0M0.31%Share
12SHUFRO ROSE & CO LLC29,800$402.0M0.03%Share
13WOLVERINE ASSET MANAGEMENT LLC25,671$346.0M0.00%Share
14Shaker Financial Services, LLC19,906$270.0M0.09%Share
15Ethos Financial Group, LLC18,567$250.0M0.02%Share
16Capital Investment Advisors, LLC13,198$178.0M0.00%Share
17Logan Stone Capital, LLC12,572$169.0M0.04%Share
18MORGAN STANLEY311,418$4.0M0.00%Share
19SIT INVESTMENT ASSOCIATES INC213,886$2.0M0.04%Share
20LPL Financial LLC78,450$1.0M0.00%Share
21Apollon Wealth Management, LLC62,411$842K0.01%Share
22Merit Financial Group, LLC29,175$393K0.00%Share
23Avidian Wealth Enterprises, LLC22,313$301K0.01%Share
24Chicago Partners Investment Group LLC21,542$291K0.01%Share
25Uptown Financial Advisors LLC17,320$233K0.17%Share
26Dynamic Advisor Solutions LLC13,942$188K0.01%Share
27Noble Wealth Management PBC13,845$186K0.09%Share
28NTV ASSET MANAGEMENT LLC10,200$137K0.01%Share
29HARBOUR INVESTMENTS, INC.1,861$25K0.00%Share
30Merit Financial Group, LLC755$10K0.00%Share
31Integrated Wealth Concepts LLC121,231$1K0.00%Share
32ROYAL BANK OF CANADA1,500$00.00%Share
33Beacon Pointe Advisors, LLC35,665$00.00%Share
34CAPTRUST FINANCIAL ADVISORS26,995$00.00%Share
35Rockefeller Capital Management L.P.1,150$00.00%Share
36Steward Partners Investment Advisory, LLC73,355$00.00%Share
37NATIONAL BANK OF CANADA /FI/10,250$00.00%Share
38Kestra Advisory Services, LLC2,500$00.00%Share
39Lido Advisors, LLC45,805$00.00%Share
40MORGAN STANLEY1$00.00%Share
41BlackRock, Inc.2,509$00.00%Share
42OSAIC HOLDINGS, INC.16,274$00.00%Share
43WELLS FARGO & COMPANY/MN3,014$00.00%Share
44WELLS FARGO & COMPANY/MN2,380$00.00%Share
45ROYAL BANK OF CANADA2,200$00.00%Share
46ROYAL BANK OF CANADA12,685$00.00%Share
47NATIXIS1$00.00%Share
48Hilltop Holdings Inc.40,910$00.00%Share
49RAYMOND JAMES FINANCIAL INC44,565$00.00%Share
50RAYMOND JAMES FINANCIAL INC15,159$00.00%Share

BSL Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202546$24.8B+14
Q3 202532$21.1B+0
Q2 202532$39.9B-12
Q1 202544$50.7B-2
Q4 202446$2.2T+6
Q3 202440$3.2T-2
Q2 202442$2.4T+3
Q1 202439$2.2T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold BSL (Blackstone Senior Floating Rate 2027 Term Fund). The largest holder is BANK OF AMERICA CORP /DE/ with $10.0B in shares. This quarter, 14 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own BSL?

As of Q4 2025, 50 institutional investors report holding BSL (Blackstone Senior Floating Rate 2027 Term Fund) in their 13F filings.

Who is the largest institutional holder of BSL?

The largest institutional holder of BSL is BANK OF AMERICA CORP /DE/ with $10.0B in shares.

Is institutional ownership of BSL increasing or decreasing?

This quarter, 14 institutions opened new positions in BSL and 4 closed their positions.