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Barings BDC

210 hedge funds and large institutions have $402M invested in Barings BDC in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 78 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

461% more call options, than puts

Call options by funds: $606K | Put options by funds: $108K

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

56% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 50

7% more funds holding

Funds holding: 196210 (+14)

0.7% more ownership

Funds ownership: 42.84%43.54% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $413M → $402M (-$11.3M)

Holders
210
Holders Change
+14
Holders Change %
+7.14%
% of All Funds
2.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
78
Reduced
50
Closed
17
Calls
$606K
Puts
$108K
Net Calls
+$498K
Net Calls Change
-$135K
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
76
OneDigital Investment Advisors
Kansas
$314K +$30.3K +3,222 +10%
EGA
77
Eagle Global Advisors
Texas
$300K
SF
78
Summit Financial
New Jersey
$294K +$316K +33,529 New
RCM
79
Raleigh Capital Management
North Carolina
$288K +$998 +106 +0.3%
WWM
80
Western Wealth Management
Colorado
$283K +$145K +15,396 +91%
CRC
81
Curi RMB Capital
Illinois
$278K
Tudor Investment Corp
82
Tudor Investment Corp
Connecticut
$273K -$3.52M -373,945 -92%
AFP
83
Ausdal Financial Partners
Iowa
$263K +$5.59K +594 +2%
Creative Planning
84
Creative Planning
Kansas
$257K +$13.5K +1,432 +5%
SPC
85
Sigma Planning Corp
Michigan
$250K -$5.82K -618 -2%
CW
86
CreativeOne Wealth
Kansas
$246K -$61.8K -6,561 -19%
Ameriprise
87
Ameriprise
Minnesota
$246K -$14.6K -1,550 -5%
AWA
88
Arkadios Wealth Advisors
Georgia
$238K +$3.52K +374 +1%
EFS
89
Essex Financial Services
Connecticut
$231K +$254 +27 +0.1%
SMA
90
Seven Mile Advisory
New Jersey
$230K +$247K +26,227 New
WS
91
Wedbush Securities
California
$220K +$2.35K +250 +1%
GAM
92
Gotham Asset Management
New York
$219K
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$218K -$336K -35,739 -59%
TCM
94
Triumph Capital Management
Colorado
$213K
SI
95
Stephens Inc
Arkansas
$209K +$7.64K +812 +4%
Millennium Management
96
Millennium Management
New York
$205K +$220K +23,393 New
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$194K +$2.75K +292 +1%
CPIG
98
Chicago Partners Investment Group
Illinois
$187K -$2.21K -235 -1%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$182K -$84.1K -8,937 -30%
CPRC
100
Consolidated Portfolio Review Corp
New York
$180K

BBDC Hedge Fund Activity: Q3 2025 in Review

210 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Barings BDC (BBDC) for Q3 2025, worth a combined $402M — down 2.7% from $413M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BBDC positions and 17 closed out — a net gain of 16 holders — while 78 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock, adding an estimated $2.16M. The largest seller was Tudor Investment Corp, cutting an estimated $3.52M.

  • 210 institutional investors held Barings BDC (BBDC) as of Q3 2025, up from 196 in Q2 2025.
  • Funds reported $402M of Barings BDC stock for Q3 2025, down 2.7% quarter-over-quarter.
  • 33 funds opened new Barings BDC positions in Q3 2025 and 17 closed out, a net change of +16 holders.
  • The largest Barings BDC buyer in Q3 2025 was BlackRock, an estimated $2.16M added.
  • The largest Barings BDC seller in Q3 2025 was Tudor Investment Corp, an estimated $3.52M sold.

Based on aggregated 13F filings for Q3 2025.