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Barings BDC

194 hedge funds and large institutions have $409M invested in Barings BDC in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 55 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

4% less capital invested

Capital invested by funds: $426M → $409M (-$16.5M)

8% less funds holding

Funds holding: 210194 (-16)

37% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 38

Holders
194
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$749K
Puts
$116K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
101
Financial Advocates Investment Management
Washington
$172K
AIA
102
Armor Investment Advisors
North Carolina
$172K
ProShare Advisors
103
ProShare Advisors
Maryland
$172K
FMTC
104
Farmers & Merchants Trust Company
California
$165K
AAS
105
Avantax Advisory Services
Texas
$156K
PI
106
PFG Investments
New York
$156K
KCPT
107
Kingstone Capital Partners Texas
Texas
$155K
WWM
108
Western Wealth Management
Colorado
$155K
CAGAS
109
Capital Advisory Group Advisory Services
Minnesota
$154K
BFA
110
Beaumont Financial Advisors
Massachusetts
$152K
GC
111
Guggenheim Capital
Illinois
$150K
AF
112
Allworth Financial
California
$150K
RFN
113
Redwood Financial Network
Ohio
$150K
CAM
114
Cozad Asset Management
Illinois
$145K
KA
115
Kovack Advisors
Florida
$142K
SWM
116
SeaCrest Wealth Management
New York
$141K
DLP
117
De Lisle Partners
United Kingdom
$140K
NFG
118
Northeast Financial Group
Pennsylvania
$134K
FFN
119
Focus Financial Network
Minnesota
$134K
NHC
120
Nicholas Hoffman & Company
Georgia
$131K
CCA
121
Cobblestone Capital Advisors
New York
$131K
CPBTD
122
Central Pacific Bank - Trust Division
Hawaii
$130K
AIM
123
Advyzon Investment Management
Illinois
$126K
IA
124
Integrity Alliance
Iowa
$126K
SIA
125
Soltis Investment Advisors
Utah
$124K