Blue Owl Capital

OWL • NYSE

Blue Owl Capital is a asset management company in the financial services sector on NYSE, led by Marc S. Lipschultz, with a market cap of $10.4B. As of Q3 2025, 97% of shares are held by 457 institutional investors, with Capital World Investors as the largest holder at 13.09%.

Co-CEOMarc S. Lipschultz

Market Cap$10.4B

Asset Management

Financial Services

Employees685.0

Websiteblueowl.com

Country

United States of America

Overview

Overview of institutional ownership in OWL as of Q3 2025 with a market cap of $11.0B

All Institutions

Institutions: 457
Value Held: $10.7B
Shares Held: 632.6M
Avg Position: $23.4M
Median Position: $832.8K

Hedge Funds

Hedge Funds: 44
Value Held: $556.7M
Shares Held: 32.9M
Avg Position: $12.7M
Median Position: $2.6M

Ownership Breakdown

Institutional (non-HF)

92.09%

$10.2B

Hedge Funds

5.05%

$556.7M

Retail & Other

2.86%

$315.6M

Based on market cap of $11.0B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in OWL as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
C Capital World Investors Institution	-	$1.4B 0.20% of portfolio	13.09% 85.2M shares	Q4 2021 Held for 3y 11m	$730.00B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$1.1B 0.02% of portfolio	10.43% 67.9M shares	Q3 2021 Held for 4y 2m	$6.69T
C Capital International Investors Institution	-	$1.1B 0.17% of portfolio	9.63% 62.7M shares	Q3 2021 Held for 4y 2m	$615.90B
FMR LLC Institution	-	$1.1B 0.05% of portfolio	9.56% 62.2M shares	Q3 2021 Held for 4y 2m	$1.92T
B BlackRock, Inc. Institution	-	$790.1M 0.01% of portfolio	7.17% 46.7M shares	Q2 2021 Held for 4y 5m	$5.67T
ICONIQ Capital, LLC Family Office	Kevin Noel Foster Managing Partner	$567.2M 7.05% of portfolio	5.15% 33.5M shares	Q2 2021 Held for 4y 5m	$8.0B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$382.0M 0.03% of portfolio	3.47% 22.6M shares	Q3 2021 Held for 4y 2m	$1.33T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$207.5M 0.01% of portfolio	1.88% 12.3M shares	Q2 2021 Held for 4y 5m	$1.65T
Robeco Investment Management, Inc. Long Only Manager	Joseph Francis Feeney CEO	$205.5M 0.21% of portfolio	1.87% 12.2M shares	Q1 2023 Held for 2y 8m	$97.8B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$195.9M 0.01% of portfolio	1.78% 11.6M shares	Q4 2021 Held for 3y 11m	$1.56T

Net Capital Flow

Institutional buying and selling activity for OWL in Q3 2025

Traded: +$479.7M
Buyers: 284
Sellers: 180
Total Bought: +$1.1B
Total Sold: −$629.7M
Avg Position: $20.5M

Biggest Buyers

Institution	Net Bought	Current Position
FMR LLC Institution	+$310.9M +18.4M shares	$1.1B 62.2M shares
Robeco Investment Management, Inc. Long Only Manager	+$112.9M +6.7M shares	$205.5M 12.2M shares
VANGUARD GROUP INC Institution	+$84.1M +5.0M shares	$1.1B 67.9M shares
C Capital International Investors Institution	+$36.3M +2.1M shares	$1.1B 62.7M shares
BANK OF AMERICA CORP /DE/ Institution	+$29.6M +1.8M shares	$382.0M 22.6M shares
A Atlantic Trust Group, LLC Institution	+$29.6M +1.8M shares	$166.0M 9.8M shares
JPMORGAN CHASE & CO Institution	+$28.2M +1.7M shares	$195.9M 11.6M shares
B BlackRock, Inc. Institution	+$24.6M +1.5M shares	$790.1M 46.7M shares
L LPL Financial LLC Institution	+$23.9M +1.4M shares	$26.3M 1.6M shares
Callodine Capital Management, LP Hedge Fund•Long/Short	+$23.4M +1.4M shares	$66.1M 3.9M shares

Biggest Sellers

Institution	Net Sold	Current Position
M MACQUARIE GROUP LTD Institution	−$87.6M −5.2M shares	$30.2M 1.8M shares
Ceredex Value Advisors LLC Long Only Manager	−$63.5M −3.3M shares	Sold Off 0 shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$40.6M −2.1M shares	Sold Off 0 shares
Ghisallo Capital Management LLC Hedge Fund•Multi-Strategy	−$36.0M −1.9M shares	Sold Off 0 shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	−$34.0M −1.8M shares	Sold Off 0 shares
Q Qube Research & Technologies Ltd Institution	−$25.9M −1.5M shares	$25.4M 1.5M shares
CITIGROUP INC Institution	−$25.9M −1.5M shares	$8.9M 523.9K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$25.8M −1.5M shares	$27.5M 1.6M shares
R Railway Pension Investments Ltd Institution	−$24.4M −1.3M shares	Sold Off 0 shares
MORGAN STANLEY RIA/Wealth	−$21.1M −1.2M shares	$207.5M 12.3M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited OWL in Q3 2025

New Positions: 39
New Value: $38.4M
Exited Positions: 64
Exited Value: $315.2M

New Positions

Institution	Position Value
C CAPITAL ADVISORS INC/OK Institution	$17.7M 1.0M shares
T Tredje AP-fonden Institution	$3.4M 200.0K shares
DIVERSIFY WEALTH MANAGEMENT, LLC RIA/Wealth	$3.1M 194.0K shares
Castle Hook Partners LP Hedge Fund•Global Macro	$2.6M 154.9K shares
COMMONS CAPITAL, LLC RIA/Wealth	$2.1M 122.3K shares
HCR Wealth Advisors RIA/Wealth	$1.8M 114.6K shares
C Concentric Capital Strategies, LP Hedge Fund•Long/Short	$1.1M 67.5K shares
Segment Wealth Management, LLC RIA/Wealth	$1.0M 60.4K shares
Symphony Financial, Ltd. Co. RIA/Wealth	$777.6K 46.6K shares
WBI INVESTMENTS ETF Provider	$598.7K 35.4K shares

Exited Positions

Institution	Previous Position
Ceredex Value Advisors LLC Long Only Manager	$63.5M 3.3M shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	$40.6M 2.1M shares
Ghisallo Capital Management LLC Hedge Fund•Multi-Strategy	$36.0M 1.9M shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	$34.0M 1.8M shares
R Railway Pension Investments Ltd Institution	$24.4M 1.3M shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$20.6M 1.1M shares
T TWINBEECH CAPITAL LP Hedge Fund•Quant	$15.8M 820.3K shares
S Squarepoint Ops LLC Hedge Fund•Quant	$15.5M 807.3K shares
C Cubist Systematic Strategies, LLC Institution	$14.6M 761.9K shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	$13.4M 698.6K shares

Options Activity

Institutions with the largest Call and Put options positions in OWL as of Q3 2025

Call Positions: 21
Call Value: $98.8M
Put Positions: 19
Put Value: $148.9M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$37.4M 22.1K contracts
J JANE STREET GROUP, LLC Institution	$14.9M 8.8K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$9.3M 5.5K contracts
Walleye Trading LLC RIA/Wealth	$7.2M 4.2K contracts
W WOLVERINE TRADING, LLC Institution	$5.7M 3.3K contracts
N NOMURA HOLDINGS INC Institution	$5.1M 3.0K contracts
P PEAK6 LLC Institution	$4.7M 2.8K contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$3.9M 2.3K contracts
Caption Management, LLC Hedge Fund•Long/Short	$3.4M 2.0K contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$2.2M 1.3K contracts

Put Positions

Institution	Position Value
P PEAK6 LLC Institution	$55.8M 32.9K contracts
Caption Management, LLC Hedge Fund•Long/Short	$26.1M 15.4K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$24.0M 14.2K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$13.1M 7.8K contracts
J JANE STREET GROUP, LLC Institution	$7.5M 4.4K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$7.4M 4.4K contracts
P Parallax Volatility Advisers, LLC Hedge Fund•Vol Arbitrage	$3.8M 2.3K contracts
Walleye Trading LLC RIA/Wealth	$3.2M 1.9K contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$2.6M 1.5K contracts
W WOLVERINE TRADING, LLC Institution	$2.2M 1.2K contracts

Most Committed Institutions

Institutions with OWL as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
B Brown University RIA/Wealth	David Alan Miller Founder	25.73% $43.5M	0.39% 2.6M shares	Q2 2021 Held for 4y 5m	$169.1M
S State of New Jersey Common Pension Fund A Institution	-	21.34% $60.2M	0.55% 3.6M shares	Q2 2024 Held for 1y 5m	$282.1M
R REGENTS OF THE UNIVERSITY OF CALIFORNIA Institution	-	8.10% $101.4M	0.92% 6.0M shares	Q3 2022 Held for 3y 2m	$1.3B
R RDST Capital LLC Hedge Fund•Long/Short	Brian David Pirie Managing Partner	7.16% $76.0M	0.69% 4.5M shares	Q2 2023 Held for 2y 5m	$1.1B
ICONIQ Capital, LLC Family Office	Kevin Noel Foster Managing Partner	7.05% $567.2M	5.15% 33.5M shares	Q2 2021 Held for 4y 5m	$8.0B
Callodine Capital Management, LP Hedge Fund•Long/Short	James Stuart Morrow CEO	5.84% $66.1M	0.60% 3.9M shares	Q3 2021 Held for 4y 2m	$1.1B
HMI Capital, LLC Hedge Fund•Value	Justin Carr Nyweide CIO	5.58% $96.6M	0.88% 5.7M shares	Q1 2025 Held for 8 months	$1.7B
CORTLAND ASSOCIATES INC/MO RIA/Wealth	William Mckinley Carey President	4.44% $34.0M	0.31% 2.0M shares	Q2 2023 Held for 2y 5m	$767.0M
SMH CAPITAL ADVISORS INC RIA/Wealth	Dwayne Alan Moyers President	4.26% $1.1M	0.01% 67.9K shares	Q2 2025 Held for 5 months	$25.1M
Barton Investment Management RIA/Wealth	Henry Barton Riley Founder	3.31% $32.5M	0.29% 1.9M shares	Q2 2021 Held for 4y 5m	$981.9M

Hedge Fund Spotlight

Discover hedge funds investing in OWL

Scientech Research LLC

Hedge Fund • Market Neutral

Portfolio ManagerRui Wei

Portfolio Value: $283.5M
Positions: 542
Last Reported: Q3 2025

Sector Allocation

Position in Blue Owl Capital

Market Value: $772.1K
Shares Held: 45.6K
Portfolio Weight: 0.27%
Owned Since: 2024-Q4

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.2M	0.77%
2 Nvidia NVDA	Semiconductors Technology	$2.0M	0.70%
3 Applovin Corporation APP	Software - Application Technology	$2.0M	0.69%