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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
HAP
201
Harbor Asset Planning
Massachusetts
$9.18K
KFG
202
Kingdom Financial Group
Arizona
$8.81K +$8.5K +960 New
CNBTD
203
Citizens National Bank Trust Department
Mississippi
$8.07K
NSIM
204
North Star Investment Management
Illinois
$6.2K +$310 +35 +5%
CA
205
Crewe Advisors
Utah
$5.78K
SC
206
Swan Capital
Florida
$5.54K
AUB
207
Atlantic Union Bankshares
Virginia
$5.51K
Comerica Bank
208
Comerica Bank
Texas
$2.19K
US Bancorp
209
US Bancorp
Minnesota
$1.39K
CAM
210
Costello Asset Management
Pennsylvania
$918
HC
211
Hurley Capital
New York
$890 +$859 +97 New
Fidelity Investments
212
Fidelity Investments
Massachusetts
$789
SS
213
SBI Securities
Japan
$615
HI
214
Harbour Investments
Wisconsin
$321
Simplex Trading
215
Simplex Trading
Illinois
$220 +$213 +24 New
DB
216
Danske Bank
Denmark
$18
CIAM
217
Caitong International Asset Management
Hong Kong
$18 +$18 +2 New
HNB
218
Huntington National Bank
Ohio
$9
Kovitz Investment Group Partners
219
Kovitz Investment Group Partners
Illinois
-$8.52M -972,322 Closed
HIP
220
HUB Investment Partners
Texas
-$1.28M -146,016 Closed
TI
221
Trexquant Investment
Connecticut
-$1.2M -136,824 Closed
IA
222
Icon Advisers
Colorado
-$961K -109,699 Closed
PIWA
223
Prevail Innovative Wealth Advisors
Kansas
-$717K -81,865 Closed
BA
224
Bard Associates
Illinois
-$475K -54,252 Closed
Citigroup
225
Citigroup
New York
-$465K -53,135 Closed