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Which hedge funds own BXMT? BLACKSTONE MORTGAGE TRUST IN, Q2 2026 13F holders

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25 of the hedge funds tracked by WhaleCreep disclosed a position in BXMT (BLACKSTONE MORTGAGE TRUST IN) in their Q2 2026 13F filings, worth $84.1m in total. The largest holder by portfolio weight is One William Street Capital Management, L.P. at 4.0% of its book. 12 managers opened a new position this quarter: North Ground Capital, Gsa Capital Partners LLP, Callodine Capital Management, LP, Fox Run Management, L.L.C.. 5 exited: Boothbay Fund Management, LLC, FJ Capital Management LLC, Grs Advisors, LLC.

25tracked managers holding
12opened this quarter
5exited this quarter

Who discovered BXMT first?

Earliest meaningful positions among the 16 tracked managers we observed opening BXMT since Q2 2013.

1 Long Pond Capital, LP First reported Q2 2013 High conviction 10.8%initial weight · $61.4m Exitedby Q1 2017 · held 15q +22%stock since Q2 2013

Weight of Long Pond Capital, LP's 13F book in BXMT, by quarter

0%10%20%Q2 2013 · 10.8% of book · $61.4mQ3 2013 · 10.2% of book · $65.5mQ4 2013 · 7.6% of book · $78.5mQ1 2014 · 10.6% of book · $106.2mQ2 2014 · 8.5% of book · $124.5mQ3 2014 · 8.7% of book · $124.8mQ4 2014 · 8.1% of book · $134.7mQ1 2015 · 6.8% of book · $133.2mQ2 2015 · 7.8% of book · $155.6mQ3 2015 · 7.6% of book · $164.6mQ4 2015 · 7.9% of book · $160.6mQ1 2016 · 8.6% of book · $161.2mQ2 2016 · 8.6% of book · $166.0mQ3 2016 · 8.3% of book · $166.8mQ4 2016 · 1.4% of book · $30.1m2014201520162017
  • 10.8% peak weight, Q2 2013
  • $166.8m peak reported value
  • 15 quarters held
  • 52q before the median tracked entry

The stock's split-adjusted price moved +22% between Q2 2013 and Q4 2016, the last quarter this manager reported the position.

19 managers already held BXMT when our coverage of them began

Egerton Capital (uk) LLP (Q3 2013), One William Street Capital Management, L.P. (Q1 2026), Bracebridge Capital, LLC (Q1 2026), Edgestream Partners, L.P. (Q1 2026), Atom Investors LP (Q1 2026), Qube Research & Technologies LTD (Q1 2026), Partners Capital Investment Group, LLP (Q1 2026), Capital Fund Management S.A. (Q1 2026), D. E. Shaw & Co., Inc. (Q1 2026), Bayforest Capital LTD (Q1 2026), Two Sigma Investments, LP (Q1 2026), Citadel Advisors LLC (Q1 2026), Aqr Capital Management LLC (Q1 2026), Quarry LP (Q1 2026), Boothbay Fund Management, LLC (Q1 2026), FJ Capital Management LLC (Q1 2026), Grs Advisors, LLC (Q1 2026), Lighthouse Investment Partners, LLC (Q1 2026), Millennium Management LLC (Q1 2026).

Their first filing on record already includes BXMT, so when they first bought it is unknown. They are not ranked above.

View discovery timeline
  1. Early holdersQ2 2013 – Q2 20132 new tracked holders · 4.9% of tracked managers holding at the end
  2. Established ownershipQ3 2013 – now14 new tracked holders · 2.1% of tracked managers holding now
Established ownershiptracked universe expands →Split-adjusted price$20% of tracked managers holding0%10%New holders per 100 tracked managers05Q2 2013 · 2 of 41 tracked managers hold (4.9%) · 2 newQ3 2013 · 3 of 43 tracked managers hold (7.0%) · 0 newQ4 2013 · 2 of 45 tracked managers hold (4.4%) · 0 newQ1 2014 · 3 of 45 tracked managers hold (6.7%) · 1 newQ2 2014 · 4 of 46 tracked managers hold (8.7%) · 1 newQ3 2014 · 2 of 46 tracked managers hold (4.3%) · 0 newQ4 2014 · 2 of 49 tracked managers hold (4.1%) · 0 newQ1 2015 · 2 of 49 tracked managers hold (4.1%) · 0 newQ2 2015 · 3 of 49 tracked managers hold (6.1%) · 0 newQ3 2015 · 3 of 49 tracked managers hold (6.1%) · 0 newQ4 2015 · 2 of 49 tracked managers hold (4.1%) · 0 newQ1 2016 · 2 of 49 tracked managers hold (4.1%) · 0 newQ2 2016 · 3 of 49 tracked managers hold (6.1%) · 0 newQ3 2016 · 2 of 49 tracked managers hold (4.1%) · 0 newQ4 2016 · 2 of 53 tracked managers hold (3.8%) · 0 newQ1 2017 · 1 of 53 tracked managers hold (1.9%) · 0 newQ2 2017 · 1 of 53 tracked managers hold (1.9%) · 0 newQ3 2017 · 2 of 53 tracked managers hold (3.8%) · 0 newQ4 2017 · 2 of 56 tracked managers hold (3.6%) · 0 newQ1 2018 · 2 of 56 tracked managers hold (3.6%) · 0 newQ2 2018 · 3 of 56 tracked managers hold (5.4%) · 1 newQ3 2018 · 2 of 56 tracked managers hold (3.6%) · 0 newQ4 2018 · 3 of 57 tracked managers hold (5.3%) · 0 newQ1 2019 · 2 of 57 tracked managers hold (3.5%) · 0 newQ2 2019 · 2 of 57 tracked managers hold (3.5%) · 0 newQ3 2019 · 1 of 57 tracked managers hold (1.8%) · 0 newQ4 2019 · 0 of 64 tracked managers hold (0.0%) · 0 newQ1 2020 · 0 of 65 tracked managers hold (0.0%) · 0 newQ2 2020 · 4 of 65 tracked managers hold (6.2%) · 0 newQ3 2020 · 4 of 65 tracked managers hold (6.2%) · 0 newQ4 2020 · 2 of 68 tracked managers hold (2.9%) · 0 newQ1 2021 · 2 of 67 tracked managers hold (3.0%) · 0 newQ2 2021 · 2 of 67 tracked managers hold (3.0%) · 0 newQ3 2021 · 2 of 68 tracked managers hold (2.9%) · 0 newQ4 2021 · 2 of 71 tracked managers hold (2.8%) · 0 newQ1 2022 · 2 of 71 tracked managers hold (2.8%) · 0 newQ2 2022 · 2 of 71 tracked managers hold (2.8%) · 0 newQ3 2022 · 2 of 71 tracked managers hold (2.8%) · 0 newQ4 2022 · 2 of 70 tracked managers hold (2.9%) · 0 newQ1 2023 · 2 of 70 tracked managers hold (2.9%) · 0 newQ2 2023 · 2 of 70 tracked managers hold (2.9%) · 0 newQ3 2023 · 1 of 70 tracked managers hold (1.4%) · 0 newQ4 2023 · 1 of 70 tracked managers hold (1.4%) · 0 newQ1 2024 · 2 of 70 tracked managers hold (2.9%) · 0 newQ2 2024 · 1 of 70 tracked managers hold (1.4%) · 0 newQ3 2024 · 2 of 70 tracked managers hold (2.9%) · 0 newQ4 2024 · 2 of 69 tracked managers hold (2.9%) · 0 newQ1 2025 · 2 of 68 tracked managers hold (2.9%) · 0 newQ2 2025 · 1 of 68 tracked managers hold (1.5%) · 0 newQ3 2025 · 1 of 68 tracked managers hold (1.5%) · 0 newQ4 2025 · 0 of 68 tracked managers hold (0.0%) · 0 newQ1 2026 · price $19 · 18 of 1200 tracked managers hold (1.5%) · 0 newQ2 2026 · price $17 · 25 of 1185 tracked managers hold (2.1%) · 11 new2014201620182020202220242026

Dots mark the ranked managers' first reported quarters. Price is the quarter-end price implied by 13F filings, split-adjusted, shown from Q1 2026 where the series is continuous. Coverage widened in Q1 2026 from about a hundred managers to over a thousand, so holders and new holders are shown relative to the managers filing each quarter.

How this is calculated

13F filings are quarterly snapshots of long US-listed equity positions. They do not show exact purchase dates, intra-quarter trading, short positions, most derivatives, or a manager's actual performance. "First reported" is the first quarter-end filing that shows the position.

A manager is ranked only if we observed it filing, without BXMT, within two quarters before its first position. Ranking is by the first quarter the position reached 1% of the manager's 13F book in a run of at least 2 filings, then by peak weight. "High conviction" means a peak weight of at least 5%.

Stock changes are the split-adjusted change in the quarter-end price implied by 13F filings, excluding dividends. They describe the stock over the period, not the return any manager earned. Phases are cut where the share of tracked managers holding BXMT passed one third and two thirds of its peak.

Which hedge funds hold BXMT? Current holders by portfolio weight

ManagerAs ofWeight of bookValueSharesΔ sharesAction
One William Street Capital Management, L.P.Q2 2026 4.0%$1.7m100,000 0% held
North Ground CapitalQ2 2026 2.2%$1.8m106,400 – new
Bracebridge Capital, LLCQ2 2026 0.9%$4.1m241,700 0% held
Edgestream Partners, L.P.Q2 2026 0.1%$3.0m177,564 -26% reduced
Atom Investors LPQ2 2026 0.1%$986.7k58,212 -20% reduced
Gsa Capital Partners LLPQ2 2026 0.1%$937.0k55,293 – new
Callodine Capital Management, LPQ2 2026 0.1%$828.5k48,881 – new
Qube Research & Technologies LTDQ2 2026 0.0%$32.5m1,918,112 22% added
Fox Run Management, L.L.C.Q2 2026 0.0%$170.3k10,049 – new
Partners Capital Investment Group, LLPQ2 2026 0.0%$790.1k46,614 2% added
Balyasny Asset Management L.P.Q2 2026 0.0%$13.7m809,067 – new
ExodusPoint Capital Management, LPQ2 2026 0.0%$2.3m135,276 – new
Caxton Associates LLPQ2 2026 0.0%$638.5k37,669 – new
Tudor Investment Corp ET ALQ2 2026 0.0%$2.7m159,207 – new
Capital Fund Management S.A.Q2 2026 0.0%$1.0m61,609 37% added
Engineers Gate Manager LPQ2 2026 0.0%$536.6k31,660 – new
D. E. Shaw & Co., Inc.Q2 2026 0.0%$7.5m441,250 -17% reduced
Bayforest Capital LTDQ2 2026 0.0%$4.5k263 -94% reduced
Fulcrum Asset Management LLPQ2 2026 0.0%$29.1k1,670 – new
Two Sigma Investments, LPQ2 2026 0.0%$3.0m177,034 11% added
Squarepoint Ops LLCQ2 2026 0.0%$814.8k48,071 – new
Freestone Grove Partners LPQ2 2026 0.0%$210.0k12,388 – new
Citadel Advisors LLCQ2 2026 0.0%$1.9m113,071 -55% reduced
Aqr Capital Management LLCQ2 2026 0.0%$2.9m173,348 -22% reduced
Quarry LPQ2 2026 0.0%$67840 0% held

Exited since the previous quarter

ManagerPrior weightPrior value
Boothbay Fund Management, LLC1.2%$7.6m
FJ Capital Management LLC1.1%$3.1m
Grs Advisors, LLC11.0%$38.0m
Lighthouse Investment Partners, LLC0.3%$2.0m
Millennium Management LLC0.0%$809.6k

How has hedge fund ownership of BXMT changed?

QuarterManagers holdingCombined value
Q2 202625$84.1m
Q1 202618$118.2m
Q3 20251$2.0m
Q2 20251$5.7m
Q1 20252$6.5m
Q4 20243$12.2m
Q3 20243$8.7m
Q2 20243$15.0m
Q1 20243$8.2m
Q4 20233$1.8m
Q3 20232$3.0m
Q2 20233$8.2m
Q1 20236$9.4m
Q4 20224$8.4m
Q3 20223$70.4m
Q2 20224$76.6m

Counts every tracked manager that disclosed BXMT in that quarter's filing, including managers that have since stopped filing.