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Barings BDC

211 hedge funds and large institutions have $426M invested in Barings BDC in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 57 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

25% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 57

7% more funds holding

Funds holding: 198211 (+13)

1% more call options, than puts

Call options by funds: $1.7M | Put options by funds: $1.69M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.33% less ownership

Funds ownership: 42.67%42.34% (-0.33%)

52% less capital invested

Capital invested by funds: $882M → $426M (-$456M)

Holders
211
Holders Change
+13
Holders Change %
+6.57%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
71
Reduced
57
Closed
20
Calls
$1.7M
Puts
$1.69M
Net Calls
+$19K
Net Calls Change
-$633K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$354K -$50.9K -5,159 -12%
AWA
77
Arete Wealth Advisors
Illinois
$348K +$23.5K +2,384 +7%
LSV Asset Management
78
LSV Asset Management
Illinois
$344K
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$326K +$64.3K +6,519 +24%
CW
80
CreativeOne Wealth
Kansas
$320K -$41.1K -4,165 -11%
RCM
81
Raleigh Capital Management
North Carolina
$312K -$8.9K -902 -3%
SFA
82
Sequoia Financial Advisors
Ohio
$311K -$43.7K -4,426 -12%
GAA
83
Global Assets Advisory
Florida
$302K +$233K +23,588 +206%
WS
84
Wedbush Securities
California
$290K -$10.1K -1,025 -3%
CRC
85
Curi RMB Capital
Illinois
$280K
AFP
86
Ausdal Financial Partners
Iowa
$267K +$3.84K +389 +1%
EGA
87
Eagle Global Advisors
Texas
$267K
Creative Planning
88
Creative Planning
Kansas
$264K -$89.5K -9,072 -25%
Ameriprise
89
Ameriprise
Minnesota
$263K -$584K -59,188 -68%
SPC
90
Sigma Planning Corp
Michigan
$263K +$95.6K +9,697 +54%
Mariner
91
Mariner
Kansas
$260K +$161K +16,310 +148%
Jane Street
92
Jane Street
New York
$258K -$662K -67,091 -71%
AWA
93
Arkadios Wealth Advisors
Georgia
$252K +$3.42K +347 +1%
EFS
94
Essex Financial Services
Connecticut
$251K +$5.43K +551 +2%
Northern Trust
95
Northern Trust
Illinois
$247K -$426K -43,154 -62%
OAC
96
OMERS Administration Corp
Ontario, Canada
$246K +$254K +25,800 New
GAM
97
Gotham Asset Management
New York
$239K +$247K +25,000 New
TCM
98
Triumph Capital Management
Colorado
$232K
SI
99
Stephens Inc
Arkansas
$218K +$36.7K +3,724 +19%
CAU
100
Caxton Associates (UK)
$216K +$223K +22,596 New

BBDC Hedge Fund Activity: Q1 2025 in Review

211 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Barings BDC (BBDC) for Q1 2025, worth a combined $426M — down 52% from $882M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BBDC positions and 20 closed out — a net gain of 16 holders — while 71 added to existing stakes and 57 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $4.49M. The largest seller was Punch & Associates Investment Management, exiting entirely with an estimated $11.6M sold.

  • 211 institutional investors held Barings BDC (BBDC) as of Q1 2025, up from 198 in Q4 2024.
  • Funds reported $426M of Barings BDC stock for Q1 2025, down 52% quarter-over-quarter.
  • 36 funds opened new Barings BDC positions in Q1 2025 and 20 closed out, a net change of +16 holders.
  • The largest Barings BDC buyer in Q1 2025 was Two Sigma Advisers, an estimated $4.49M added.
  • The largest Barings BDC seller in Q1 2025 was Punch & Associates Investment Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2025.