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Barings BDC

218 hedge funds and large institutions have $439M invested in Barings BDC in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 59 increasing their positions, 66 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

14,543% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $7K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 32

9% more capital invested

Capital invested by funds: $402M → $439M (+$37.5M)

4% more funds holding

Funds holding: 210218 (+8)

1.95% more ownership

Funds ownership: 43.54%45.49% (+1.9%)

11% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 66

Holders
218
Holders Change
+8
Holders Change %
+3.81%
% of All Funds
2.65%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
41
Increased
59
Reduced
66
Closed
32
Calls
$1.02M
Puts
$7K
Net Calls
+$1.02M
Net Calls Change
+$520K
Name Holding Trade Value Shares
Change
Change in
Stake
DA
51
Denali Advisors
California
$864K -$171K -19,358 -17%
NP
52
Nilsine Partners
Colorado
$821K +$22.2K +2,503 +3%
SI
53
Saxon Interests
Texas
$811K +$783K +88,382 New
EFG
54
Ethos Financial Group
Pennsylvania
$771K -$23.1K -2,610 -3%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$740K -$64.2K -7,246 -8%
PCIA
56
Prime Capital Investment Advisors
Kansas
$692K -$82.9K -9,356 -11%
Millennium Management
57
Millennium Management
New York
$669K +$438K +49,456 +211%
AWM
58
Apollon Wealth Management
South Carolina
$658K +$60.9K +6,872 +11%
VIA
59
Virtus Investment Advisers
Connecticut
$657K -$128K -14,449 -17%
Marshall Wace
60
Marshall Wace
United Kingdom
$643K -$555K -62,696 -47%
Northern Trust
61
Northern Trust
Illinois
$605K -$53.3K -6,021 -8%
SSA
62
Schonfeld Strategic Advisors
New York
$523K +$505K +57,012 New
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$502K -$20.5K -2,317 -4%
KAS
64
Kestra Advisory Services
Texas
$478K -$90.9K -10,266 -16%
Lido Advisors
65
Lido Advisors
California
$467K -$18.9K -2,137 -4%
HAG
66
HighPoint Advisor Group
Illinois
$450K -$76.9K -8,681 -15%
PCG
67
Prosperity Consulting Group
Maryland
$440K -$177K -20,036 -29%
MML Investors Services
68
MML Investors Services
Massachusetts
$437K -$328K -36,971 -44%
AAP
69
Arax Advisory Partners
Colorado
$437K +$422K +47,644 New
LSV Asset Management
70
LSV Asset Management
Illinois
$429K
JF
71
Jump Financial
Illinois
$427K +$412K +46,474 New
PI
72
PFG Investments
New York
$419K +$251K +28,372 +164%
YIH
73
Y-Intercept (HK)
Hong Kong
$411K +$397K +44,812 New
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$397K -$23.6K -2,668 -6%
AA
75
Armis Advisers
Georgia
$382K +$106K +11,939 +34%