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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
AWA
76
Arete Wealth Advisors
Illinois
$376K
QT
77
Quantbot Technologies
New York
$375K +$362K +40,836 New
Verition Fund Management
78
Verition Fund Management
Connecticut
$354K -$119K -13,449 -26%
SS
79
Sunbelt Securities
Texas
$347K +$266 +30 +0.1%
TI
80
Tidal Investments
Wisconsin
$337K +$325K +36,720 New
T. Rowe Price Associates
81
T. Rowe Price Associates
Maryland
$334K +$168 +19 +0.1%
CCIA
82
Campbell & Co Investment Adviser
Maryland
$334K -$169K -19,109 -34%
CAU
83
Caxton Associates (UK)
$330K
OIA
84
OneDigital Investment Advisors
Kansas
$328K -$700 -79 -0.2%
MCM
85
Massar Capital Management
Connecticut
$327K +$316K +35,638 New
VC
86
VarCov Co
Connecticut
$317K +$306K +34,558 New
WIA
87
World Investment Advisors
California
$317K +$306K +34,528 New
XT
88
XTX Topco
Cayman Islands
$304K +$293K +33,079 New
Stifel Financial
89
Stifel Financial
Missouri
$298K -$84K -9,480 -23%
WWM
90
Western Wealth Management
Colorado
$296K -$443 -50 -0.2%
WA
91
Waverly Advisors
Alabama
$295K -$88.6K -10,005 -24%
CRC
92
Curi RMB Capital
Illinois
$292K +$186 +21 +0.1%
AFP
93
Ausdal Financial Partners
Iowa
$281K +$5.17K +583 +2%
SPC
94
Sigma Planning Corp
Michigan
$278K +$15.6K +1,764 +6%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$278K +$47.7K +5,384 +22%
AWA
96
Arkadios Wealth Advisors
Georgia
$276K +$25.7K +2,904 +11%
EGA
97
Eagle Global Advisors
Texas
$273K -$40.3K -4,550 -13%
Koshinski Asset Management
98
Koshinski Asset Management
Illinois
$270K -$106K -11,988 -29%
EFS
99
Essex Financial Services
Connecticut
$263K +$20.6K +2,324 +9%
SCM
100
Sunbeam Capital Management
Georgia
$259K +$73.1K +8,257 +41%