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Golub Capital BDC

325 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, 88 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: 38.05%39.79% (+1.7%)

3% less capital invested

Capital invested by funds: $1.59B → $1.53B (-$50.7M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
325
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 +$62.4M
2 +$25.5M
3 +$7.19M
4
SO
STRS Ohio
Ohio
+$6.16M
5
Brown Advisory
Brown Advisory
Maryland
+$6.14M

Top Sellers

1 -$15.9M
2 -$13.6M
3 -$10.2M
4
Millennium Management
Millennium Management
New York
-$8.33M
5
MHS
M Holdings Securities
Oregon
-$4.54M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
Cornerstone Wealth Management
Missouri
$168K
SOADOR
252
State of Alaska Department of Revenue
Alaska
$167K
RBC
253
Romano Brothers & Co
Illinois
$166K
KIC
254
Kensington Investment Counsel
California
$164K
ORC
255
O'Rourke & Company
Massachusetts
$162K
IAIM
256
International Assets Investment Management
Florida
$161K
WJWM
257
Williams Jones Wealth Management
New York
$160K
FWM
258
Focused Wealth Management
New York
$159K
GAA
259
Global Assets Advisory
Florida
$154K
CGFA
260
Colton Groome Financial Advisors
North Carolina
$152K
MSCM
261
McElhenny Sheffield Capital Management
Texas
$151K
EGA
262
Eagle Global Advisors
Texas
$151K
AA
263
Ancora Advisors
Ohio
$146K
Susquehanna International Group
264
Susquehanna International Group
Pennsylvania
$144K
Wealth Enhancement Advisory Services
265
Wealth Enhancement Advisory Services
Minnesota
$143K
KWA
266
Kingswood Wealth Advisors
California
$143K
CAG
267
Crestwood Advisors Group
Massachusetts
$143K
OSAM
268
O'Shaughnessy Asset Management
Connecticut
$142K
PWM
269
Perigon Wealth Management
California
$142K
US Bancorp
270
US Bancorp
Minnesota
$142K
CPL
271
CAP Partners LLC
Tennessee
$142K
WSFS
272
Wilmington Savings Fund Society
Delaware
$142K
SWP
273
Significant Wealth Partners
Illinois
$140K
MIC
274
Meridian Investment Counsel
California
$139K
AWM
275
Arista Wealth Management
Nevada
$137K