BBDC icon

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
NFSG
151
Newbridge Financial Services Group
Florida
$87.1K
S
152
SignatureFD
Georgia
$65.1K
GSWM
153
Golden State Wealth Management
California
$64.7K
LFG
154
Larson Financial Group
Missouri
$48.6K
NWM
155
Nova Wealth Management
Florida
$41.6K
MAS
156
MPWM Advisory Solutions
Georgia
$38.8K
AG
157
AmeriFlex Group
Nevada
$37.5K
CIA
158
Cape Investment Advisory
Georgia
$32.2K
BCWM
159
Bartlett & Co Wealth Management
Ohio
$27.4K
CWM
160
Consultiva Wealth Management
Puerto Rico
$27.4K
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$26.7K
SCM
162
Sterling Capital Management
North Carolina
$21.9K
CIBC Private Wealth Group
163
CIBC Private Wealth Group
Georgia
$21K
GIA
164
GHP Investment Advisors
Colorado
$20.9K
Nomura Asset Management
165
Nomura Asset Management
Japan
$20.7K
NA
166
NewEdge Advisors
Louisiana
$20K
CSC
167
Caldwell Sutter Capital
California
$17.9K
AAS
168
Ameritas Advisory Services
Nebraska
$17.6K
MCM
169
MAI Capital Management
Ohio
$16K
PA
170
Parallel Advisors
California
$13.3K
WOSD
171
WFA of San Diego
California
$12.8K
PTC
172
Private Trust Company
Ohio
$10.6K
TRCT
173
Tower Research Capital (TRC)
New York
$9.89K
Q1WB
174
Quest 10 Wealth Builders
Virginia
$9.41K
HAP
175
Harbor Asset Planning
Massachusetts
$9.14K