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Golub Capital BDC

327 hedge funds and large institutions have $1.53B invested in Golub Capital BDC in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 131 increasing their positions, 89 reducing their positions, and 34 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1.75% more ownership

Funds ownership: 38.04%39.79% (+1.8%)

3% less capital invested

Capital invested by funds: $1.58B → $1.53B (-$50.7M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
327
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.49M
Puts
$84K
Net Calls
Net Calls Change

Top Buyers

1 +$67.1M
2 +$27.4M
3 +$7.73M
4
SO
STRS Ohio
Ohio
+$6.63M
5
Brown Advisory
Brown Advisory
Maryland
+$6.61M

Top Sellers

1 -$10.2M
2 -$8.96M
3 -$4.88M
4
Morgan Stanley
Morgan Stanley
New York
-$4.45M
5
EBA
Eagle Bay Advisors
New York
-$3.82M
Name Holding Trade Value Shares
Change
Change in
Stake
PVI
251
Pine Valley Investments
New Jersey
$170K
CWM
252
Cornerstone Wealth Management
Missouri
$168K
SOADOR
253
State of Alaska Department of Revenue
Alaska
$167K
RBC
254
Romano Brothers & Co
Illinois
$166K
KIC
255
Kensington Investment Counsel
California
$164K
ORC
256
O'Rourke & Company
Massachusetts
$162K
IAIM
257
International Assets Investment Management
Florida
$161K
WJWM
258
Williams Jones Wealth Management
New York
$160K
FWM
259
Focused Wealth Management
New York
$159K
GAA
260
Global Assets Advisory
Florida
$154K
CGFA
261
Colton Groome Financial Advisors
North Carolina
$152K
MSCM
262
McElhenny Sheffield Capital Management
Texas
$151K
EGA
263
Eagle Global Advisors
Texas
$151K
AA
264
Ancora Advisors
Ohio
$146K
Susquehanna International Group
265
Susquehanna International Group
Pennsylvania
$144K
Wealth Enhancement Advisory Services
266
Wealth Enhancement Advisory Services
Minnesota
$143K
KWA
267
Kingswood Wealth Advisors
California
$143K
CAG
268
Crestwood Advisors Group
Massachusetts
$143K
OSAM
269
O'Shaughnessy Asset Management
Connecticut
$142K
PWM
270
Perigon Wealth Management
California
$142K
US Bancorp
271
US Bancorp
Minnesota
$142K
CPL
272
CAP Partners LLC
Tennessee
$142K
WSFS
273
Wilmington Savings Fund Society
Delaware
$142K
SWP
274
Significant Wealth Partners
Illinois
$140K
MIC
275
Meridian Investment Counsel
California
$139K