Who Owns BlackRock Technology and Private Equity Term Trust (BTX)?Hedge Fund & Institutional Holders

$6.25-0.10 (-1.65%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.3024422300022e+177T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$4.10$10.17$16.25$22.32$28.40Apr 22Jun 25Mar 26

BTX — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ABSOLUTE INVESTMENT ADVISERS, LLCNew Position+634K+$4.3B
LAZARD ASSET MANAGEMENT LLCNew Position+3.4M+$22.0M
Penserra Capital Management LLCNew Position+3.0M+$19.0M
WOLVERINE ASSET MANAGEMENT LLCNew Position+773K+$5.1M
Matisse CapitalNew Position+571K+$3.8M
Thomas J. Herzfeld Advisors, Inc.New Position+543K+$3.6M
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCNew Position+240K+$1.6M
OPPENHEIMER & CO INCNew Position+223K+$1.5M
Shaker Financial Services, LLCNew Position+194K+$1.3M
Quarry LPNew Position+170K+$1.1M
Sanctuary Advisors, LLCNew Position+160K+$1.1M
Indivisible PartnersNew Position+41K+$267K
Virtu Financial LLCNew Position+39K+$260K
CHOREO, LLCNew Position+38K+$254K
Mutual Advisors, LLCNew Position+33K+$220K

BTX — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
RAYMOND JAMES FINANCIAL INCDecreased-427K-$9.0B
UBS Group AGDecreased-98K-$4.6B
BANK OF AMERICA CORP /DE/Decreased-173K-$4.0B
ROYAL BANK OF CANADADecreased-80K-$3.1B
AMERIPRISE FINANCIAL INCDecreased-7K-$3.1B
JANE STREET GROUP, LLCDecreased-48K-$2.5B
Rockefeller Capital Management L.P.Decreased-15K-$2.3B
BALYASNY ASSET MANAGEMENT L.P.Closed Position-289K-$1.9B
LPL Financial LLCDecreased-49K-$957.3M
Virtus Investment Advisers, LLCDecreased-26K-$900.5M
STIFEL FINANCIAL CORPDecreased-28K-$789.2M
CHAPIN DAVIS, INC.Decreased-24K-$623.3M
MILLENNIUM MANAGEMENT LLCClosed Position-93K-$620.9M
OSAIC HOLDINGS, INC.Decreased-4K-$383.0M
Steward Partners Investment Advisory, LLCDecreased-24K-$320.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ABSOLUTE INVESTMENT ADVISERS, LLC633,924$4.3B0.49%Share
2MORGAN STANLEY3,527,089$23.0M0.00%Share
3LAZARD ASSET MANAGEMENT LLC3,378,783$22.0M0.04%Share
4MORGAN STANLEY3,208,801$21.0M0.00%Share
5Penserra Capital Management LLC3,017,237$19.0M0.23%Share
6Invesco Ltd.1,811,362$11.9M0.00%Share
7Quantedge Capital Pte Ltd887,079$5.8M2.79%Share
8WOLVERINE ASSET MANAGEMENT LLC773,052$5.1M0.04%Share
9READYSTATE ASSET MANAGEMENT LP686,666$4.5M0.18%Share
10UBS Group AG576,157$3.8M0.00%Share
11Thomas J. Herzfeld Advisors, Inc.543,195$3.6M1.21%Share
12Advisors Asset Management, Inc.514,941$3.0M0.05%Share
13RAYMOND JAMES FINANCIAL INC588,358$3.0M0.00%Share
14MORGAN STANLEY472,758$3.0M0.00%Share
15Matisse Capital370,000$2.4M1.09%Share
16BANK OF AMERICA CORP /DE/412,060$2.0M0.00%Share
17AMERIPRISE FINANCIAL INC448,989$2.0M0.00%Share
18ROYAL BANK OF CANADA381,545$2.0M0.00%Share
19Rockefeller Capital Management L.P.328,501$2.0M0.00%Share
20RAYMOND JAMES FINANCIAL INC328,091$2.0M0.00%Share
21BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC240,173$1.6M0.23%Share
22OPPENHEIMER & CO INC222,520$1.5M0.02%Share
23Matisse Capital201,000$1.3M0.59%Share
24Shaker Financial Services, LLC194,268$1.3M0.41%Share
25Quarry LP170,066$1.1M0.18%Share
26JANE STREET GROUP, LLC238,457$1.0M0.00%Share
27Private Advisor Group, LLC193,411$1.0M0.00%Share
28NewEdge Advisors, LLC239,552$1.0M0.00%Share
29Quantinno Capital Management LP174,020$1.0M0.00%Share
30NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO21,217$973K0.00%Share
31Virtus Investment Advisers, LLC108,899$717K0.19%Share
32Sanctuary Advisors, LLC92,067$606K0.00%Share
33CHAPIN DAVIS, INC.69,499$457K0.11%Share
34SeaCrest Wealth Management, LLC65,460$445K0.05%Share
35Sanctuary Advisors, LLC42,341$310K0.00%Share
36Indivisible Partners40,604$267K0.03%Share
37Virtu Financial LLC39,399$260K0.01%Share
38CHOREO, LLC38,072$254K0.00%Share
39Mutual Advisors, LLC33,425$220K0.00%Share
40RFG Advisory, LLC28,331$186K0.00%Share
41TrueMark Investments, LLC28,196$185K0.04%Share
42Merit Financial Group, LLC23,549$155K0.00%Share
43CITY OF LONDON INVESTMENT MANAGEMENT CO LTD21,000$138K0.01%Share
44UBS Group AG20,232$133K0.00%Share
45ACCREDITED INVESTOR SERVICES, LLC19,699$129K0.09%Share
46Modera Wealth Management, LLC19,083$125K0.00%Share
47Kovack Advisors, Inc.18,809$124K0.01%Share
48PROATHLETE WEALTH MANAGEMENT LLC5,030$120K0.03%Share
49Concurrent Investment Advisors, LLC18,181$119K0.00%Share
50PARK AVENUE SECURITIES LLC17,958$118K0.00%Share

BTX Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202598$4.5B+34
Q3 202564$95.3B-44
Q2 2025108$602.0B-3
Q1 2025111$590.6B+9
Q4 2024102$1.4T+17
Q3 202485$594.6T-2
Q2 202487$562.5T+12
Q1 202475$603.2T—

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As of Q4 2025, 50 institutional investors hold BTX (BlackRock Technology and Private Equity Term Trust). The largest holder is ABSOLUTE INVESTMENT ADVISERS, LLC with $4.3B in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own BTX?

As of Q4 2025, 50 institutional investors report holding BTX (BlackRock Technology and Private Equity Term Trust) in their 13F filings.

Who is the largest institutional holder of BTX?

The largest institutional holder of BTX is ABSOLUTE INVESTMENT ADVISERS, LLC with $4.3B in shares.

Is institutional ownership of BTX increasing or decreasing?

This quarter, 15 institutions opened new positions in BTX and 2 closed their positions.