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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

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

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
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.02M
Puts
$7K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$249K
Ameriprise
102
Ameriprise
Minnesota
$243K
SMA
103
Seven Mile Advisory
New Jersey
$241K
DTL
104
Dynamic Technology Lab
Singapore
$240K
WS
105
Wedbush Securities
California
$231K
KCPT
106
Kingstone Capital Partners Texas
Texas
$231K
GAM
107
Gotham Asset Management
New York
$230K
TCM
108
Triumph Capital Management
Colorado
$224K
SI
109
Stephens Inc
Arkansas
$220K
PAG
110
Private Advisor Group
New Jersey
$213K
RCM
111
Raleigh Capital Management
North Carolina
$206K
CW
112
CreativeOne Wealth
Kansas
$202K
BL
113
BFSG LLC
California
$202K
TI
114
TrueMark Investments
Illinois
$202K
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$191K
FGAM
116
Financial Gravity Asset Management
Texas
$181K
IAIM
117
International Assets Investment Management
Florida
$181K
PFGIA
118
Patriot Financial Group Insurance Agency
Massachusetts
$178K
FFS
119
Founders Financial Securities
Maryland
$177K
CSP
120
Cary Street Partners
Virginia
$173K
ACM
121
Aquatic Capital Management
Illinois
$173K
SFS
122
Sowell Financial Services
Arkansas
$172K
ProShare Advisors
123
ProShare Advisors
Maryland
$171K
AIA
124
Armor Investment Advisors
North Carolina
$168K
VF
125
Virtu Financial
New York
$167K