Ray Dalio’s Blue Owl Capital OBDC Stock Holding History

Ray Dalio’s Portfolio OBDC Stock Details OBDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-32,862	Closed	-$420K	–	1142
2025 Q3	$420K	Buy	32,862 +20,557	+167%	+$293K	﹤0.01%	947
2025 Q2	$176K	Sell	12,305 -22,892	-65%	-$325K	﹤0.01%	581
2025 Q1	$516K	Buy	+35,197	New	+$529K	﹤0.01%	564
2024 Q1	–	Sell	-99,058	Closed	-$1.46M	–	771
2023 Q4	$1.46M	Buy	99,058 +11,402	+13%	+$162K	0.01%	573
2023 Q3	$1.21M	Buy	+87,656	New	+$1.21M	0.01%	583

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SONJCPFA

State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return

OPERF

Oregon Public Employees Retirement Fund Tigard, Oregon $9.26B AUM 42.17% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ray Dalio's OBDC Position: Q4 2025 in Review

Ray Dalio sold out of Blue Owl Capital (OBDC) in Q4 2025, closing a stake of 32,862 shares — an estimated $420K sold.

Ray Dalio first reported a position in OBDC in Q3 2023 and held it in 5 quarters. The position peaked at $1.46M in Q4 2023. 470 funds tracked by Wall St. Rank hold OBDC as of Q4 2025.

Ray Dalio reported no remaining Blue Owl Capital position as of Q4 2025 after selling out during the quarter.
Ray Dalio sold 32,862 Blue Owl Capital shares in Q4 2025, an estimated $420K.
Ray Dalio first reported a position in Blue Owl Capital in Q3 2023 and held it in 5 quarters.
Ray Dalio's Blue Owl Capital position peaked at $1.46M in Q4 2023.
470 funds tracked by Wall St. Rank held Blue Owl Capital as of Q4 2025.

Based on Bridgewater Associates's 13F filing for Q4 2025, filed 13 Feb 2026.