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Golub Capital BDC

354 hedge funds and large institutions have $1.69B invested in Golub Capital BDC in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 108 increasing their positions, 121 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

7% more funds holding

Funds holding: 330354 (+24)

5.48% more ownership

Funds ownership: 39.84%45.32% (+5.5%)

11% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 121

Holders
354
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$794K
Puts
$170K
Net Calls
Net Calls Change

Top Buyers

1 +$60.2M
2 +$19M
3 +$16.5M
4
Morgan Stanley
Morgan Stanley
New York
+$9.94M
5
UBS Group
UBS Group
Switzerland
+$9.01M

Top Sellers

1 -$9.6M
2 -$9.14M
3 -$8.11M
4
Citigroup
Citigroup
New York
-$4.53M
5
Bank of America
Bank of America
North Carolina
-$4.35M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
276
Focused Wealth Management
New York
$162K
RBC
277
Romano Brothers & Co
Illinois
$161K
NPT
278
National Philanthropic Trust
Pennsylvania
$159K
WJWM
279
Williams Jones Wealth Management
New York
$159K
AFWM
280
Arta Finance Wealth Management
California
$156K
CGFA
281
Colton Groome Financial Advisors
North Carolina
$155K
MSCM
282
McElhenny Sheffield Capital Management
Texas
$150K
IAIM
283
International Assets Investment Management
Florida
$147K
ECM
284
EMC Capital Management
Texas
$147K
BF
285
Brucke Financial
Indiana
$147K
SFS
286
Sowell Financial Services
Arkansas
$146K
RWM
287
Ritholtz Wealth Management
New York
$146K
CPL
288
CAP Partners LLC
Tennessee
$145K
KWA
289
Kingswood Wealth Advisors
California
$142K
SGCA
290
Steel Grove Capital Advisors
Tennessee
$141K
CAG
291
Crestwood Advisors Group
Massachusetts
$141K
PWM
292
Perigon Wealth Management
California
$141K
AA
293
Ancora Advisors
Ohio
$141K
WSFS
294
Wilmington Savings Fund Society
Delaware
$141K
PCM
295
Permanent Capital Management
Illinois
$140K
LCS
296
Levin Capital Strategies
New York
$140K
TCM
297
TT Capital Management
California
$136K
CPA
298
Cardiff Park Advisors
California
$136K
SC
299
Sepio Capital
Utah
$136K
KCM
300
Key Capital Management
Tennessee
$133K