We are live on ! Find out more
BBDC icon

Barings BDC

196 hedge funds and large institutions have $413M invested in Barings BDC in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 56 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

546% more call options, than puts

Call options by funds: $749K | Put options by funds: $116K

38% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 56

0.5% more ownership

Funds ownership: 42.34%42.84% (+0.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $426M → $413M (-$12.9M)

7% less funds holding

Funds holding: 211196 (-15)

34% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 38

Holders
196
Holders Change
-15
Holders Change %
-7.11%
% of All Funds
2.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
77
Reduced
56
Closed
38
Calls
$749K
Puts
$116K
Net Calls
+$633K
Net Calls Change
+$614K
Name Holding Trade Value Shares
Change
Change in
Stake
FGC
26
Financial Gravity Companies
Texas
$2.8M +$2.72M +306,055 New
MC
27
Muzinich & Co
New York
$2.66M +$253K +28,463 +11%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$2.66M +$253K +28,463 +11%
TI
29
Trexquant Investment
Connecticut
$2.65M +$1.27M +142,721 +97%
CCM
30
Callodine Capital Management
Massachusetts
$2.6M -$142K -15,976 -5%
LPL Financial
31
LPL Financial
California
$2.57M -$121K -13,655 -5%
HWAM
32
Hennion & Walsh Asset Management
New Jersey
$2.21M -$1.18M -132,565 -35%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$2.2M +$211K +23,694 +11%
Skandinaviska Enskilda Banken (SEB)
34
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.19M
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.99M +$94.8K +10,664 +5%
CWMK
36
Caliber Wealth Management (Kansas)
Kansas
$1.92M -$271K -30,534 -13%
BI
37
Bulldog Investors
New Jersey
$1.92M +$1.87M +210,501 New
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$1.45M +$34.9K +3,928 +3%
YIH
39
Y-Intercept (HK)
Hong Kong
$1.3M +$1.27M +142,749 New
HighTower Advisors
40
HighTower Advisors
Illinois
$1.29M
DA
41
Denali Advisors
California
$1.23M -$32.4K -3,649 -3%
C
42
Cliffwater
California
$1.16M
JP Morgan Chase
43
JP Morgan Chase
New York
$1.06M -$313K -35,244 -23%
P
44
&Partners
Tennessee
$915K +$18K +2,025 +2%
VIA
45
Virtus Investment Advisers
Connecticut
$843K +$29.5K +3,324 +4%
NP
46
Nilsine Partners
Colorado
$823K +$800K +90,011 New
Canada Life
47
Canada Life
Manitoba, Canada
$817K -$16.9K -1,906 -2%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$751K +$59.4K +6,681 +9%
MML Investors Services
49
MML Investors Services
Massachusetts
$685K +$175K +19,639 +35%
KAS
50
Kestra Advisory Services
Texas
$673K +$126K +14,144 +24%

BBDC Hedge Fund Activity: Q2 2025 in Review

196 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Barings BDC (BBDC) for Q2 2025, worth a combined $413M — down 3% from $426M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of BBDC and 25 opened new positions — a net loss of 13 holders — while 56 trimmed existing stakes and 77 added.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $3.66M. The largest seller was Two Sigma Advisers, cutting an estimated $1.94M.

  • 196 institutional investors held Barings BDC (BBDC) as of Q2 2025, down from 211 in Q1 2025.
  • Funds reported $413M of Barings BDC stock for Q2 2025, down 3% quarter-over-quarter.
  • 25 funds opened new Barings BDC positions in Q2 2025 and 38 closed out, a net change of -13 holders.
  • The largest Barings BDC buyer in Q2 2025 was Rivernorth Capital Management, an estimated $3.66M added.
  • The largest Barings BDC seller in Q2 2025 was Two Sigma Advisers, an estimated $1.94M sold.

Based on aggregated 13F filings for Q2 2025.