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Golub Capital BDC

337 hedge funds and large institutions have $1.69B invested in Golub Capital BDC in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 150 increasing their positions, 83 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more call options, than puts

Call options by funds: $1.73M | Put options by funds: $794K

81% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 83

47% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 34

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

7% more capital invested

Capital invested by funds: $1.58B → $1.69B (+$112M)

3% more funds holding

Funds holding: 326337 (+11)

2.68% more ownership

Funds ownership: 39.11%41.78% (+2.7%)

Holders
337
Holders Change
+11
Holders Change %
+3.37%
% of All Funds
4.52%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
50
Increased
150
Reduced
83
Closed
34
Calls
$1.73M
Puts
$794K
Net Calls
+$936K
Net Calls Change
+$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Optiver Holding
301
Optiver Holding
Netherlands
$46.7K
FFWM
302
Future Financial Wealth Management
Ohio
$45.3K +$25.9K +1,690 +130%
IA
303
IFP Advisors
Florida
$42.3K -$32.2K -2,097 -43%
VWA
304
VSM Wealth Advisory
Maryland
$38.8K +$19.9K +1,295 +102%
BAMF
305
BI Asset Management Fondsmaeglerselskab
Denmark
$38K
QL
306
Quarry LP
New York
$33.9K +$34.4K +2,242 New
PNC Financial Services Group
307
PNC Financial Services Group
Pennsylvania
$32.7K
PTC
308
Private Trust Company
Ohio
$30.3K -$3.05K -199 -9%
MA
309
Montag & Associates
Georgia
$30.3K
SWM
310
Spire Wealth Management
Virginia
$27.2K
MSWM
311
Mowery & Schoenfeld Wealth Management
Illinois
$23.8K +$24.1K +1,570 New
SVCP
312
Silicon Valley Capital Partners
California
$18.3K
VNA
313
Valley National Advisers
Pennsylvania
$15K
WCM
314
Westend Capital Management
California
$14.7K +$14.9K +970 New
AF
315
Allworth Financial
California
$14.6K -$215 -14 -1%
CIAM
316
Caitong International Asset Management
Hong Kong
$11.8K +$7.27K +474 +155%
BCMLT
317
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.9K +$215 +14 +2%
FDCDDQ
318
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.57K
RIL
319
Rothschild Investment LLC
Illinois
$7.57K
POIA
320
Pin Oak Investment Advisors
Texas
$7K
EWA
321
EverSource Wealth Advisors
Alabama
$6.86K -$3.51K -229 -34%
APW
322
Aventura Private Wealth
Florida
$5.38K
GIA
323
GHP Investment Advisors
Colorado
$4.74K +$4.8K +313 New
DAM
324
Delta Asset Management
Tennessee
$4.69K
CAM
325
Costello Asset Management
Pennsylvania
$4.54K +$4.6K +300 New

GBDC Hedge Fund Activity: Q1 2025 in Review

337 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Golub Capital BDC (GBDC) for Q1 2025, worth a combined $1.69B — up 7.1% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new GBDC positions and 34 closed out — a net gain of 16 holders — while 150 added to existing stakes and 83 trimmed.

The largest buyer was Generali Asset Management, opening a new position worth an estimated $27.6M. The largest seller was Corient Private Wealth, cutting an estimated $10.1M.

  • 337 institutional investors held Golub Capital BDC (GBDC) as of Q1 2025, up from 326 in Q4 2024.
  • Funds reported $1.69B of Golub Capital BDC stock for Q1 2025, up 7.1% quarter-over-quarter.
  • 50 funds opened new Golub Capital BDC positions in Q1 2025 and 34 closed out, a net change of +16 holders.
  • The largest Golub Capital BDC buyer in Q1 2025 was Generali Asset Management, an estimated $27.6M added.
  • The largest Golub Capital BDC seller in Q1 2025 was Corient Private Wealth, an estimated $10.1M sold.

Based on aggregated 13F filings for Q1 2025.