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Golub Capital BDC

320 hedge funds and large institutions have $1.59B invested in Golub Capital BDC in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 128 increasing their positions, 103 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

973% more call options, than puts

Call options by funds: $2.54M | Put options by funds: $237K

24% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 103

3.69% less ownership

Funds ownership: 41.78%38.09% (-3.7%)

5% less funds holding

Funds holding: 337320 (-17)

6% less capital invested

Capital invested by funds: $1.69B → $1.59B (-$106M)

24% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 46

54% less funds holding in top 10

Funds holding in top 10: 136 (-7)

Holders
320
Holders Change
-17
Holders Change %
-5.04%
% of All Funds
4.21%
Holding in Top 10
6
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-53.85%
% of All Funds
0.08%
New
35
Increased
128
Reduced
103
Closed
46
Calls
$2.54M
Puts
$237K
Net Calls
+$2.31M
Net Calls Change
+$1.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
26
Boston Partners
Massachusetts
$16.7M +$245K +16,850 +2%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$15.8M +$2.3M +158,218 +17%
HCC
28
Hirtle Callaghan & Co
Pennsylvania
$13.6M
BTCPP
29
Border to Coast Pensions Partnership
United Kingdom
$12.5M +$728K +50,000 +6%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$12M -$1.19M -81,700 -9%
SIC
31
Sigma Investment Counselors
Michigan
$11.7M +$1.14M +78,647 +11%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$10.6M +$7.18M +493,325 +212%
LCP
33
LGT Capital Partners
Switzerland
$10.2M -$2.97M -204,000 -23%
HighTower Advisors
34
HighTower Advisors
Illinois
$9.77M -$455K -31,281 -4%
Wells Fargo
35
Wells Fargo
California
$8.29M +$990K +68,014 +14%
DA
36
Denali Advisors
California
$7.94M -$180K -12,379 -2%
CCM
37
Callodine Capital Management
Massachusetts
$7.64M -$54.8K -3,762 -0.7%
GFL
38
Granite FO LLC
New Hampshire
$7.39M
Neuberger Berman Group
39
Neuberger Berman Group
New York
$6.87M -$166K -11,405 -2%
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$6.85M -$5.09M -349,821 -43%
Stifel Financial
41
Stifel Financial
Missouri
$6.81M +$58.4K +4,012 +0.9%
Lido Advisors
42
Lido Advisors
California
$6.63M +$2.65M +182,352 +67%
CIM
43
Confluence Investment Management
Missouri
$6.61M +$1.48M +101,358 +29%
SAM
44
Shikiar Asset Management
New York
$6.5M -$30.2K -2,075 -0.5%
LPL Financial
45
LPL Financial
California
$6.19M -$26.4K -1,811 -0.4%
HWAM
46
Hennion & Walsh Asset Management
New Jersey
$5.9M +$1.06M +72,710 +22%
SCM
47
SCS Capital Management
Massachusetts
$5.82M -$373K -25,645 -6%
Raymond James Financial
48
Raymond James Financial
Florida
$5.59M +$6.68K +459 +0.1%
MHS
49
M Holdings Securities
Oregon
$5.41M +$304K +20,901 +6%
TP
50
Tranquility Partners
Tennessee
$5.15M -$1.79K -123 -0%

GBDC Hedge Fund Activity: Q2 2025 in Review

320 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Golub Capital BDC (GBDC) for Q2 2025, worth a combined $1.59B — down 6.3% from $1.69B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of GBDC and 35 opened new positions — a net loss of 11 holders — while 103 trimmed existing stakes and 128 added.

The largest buyer was UBS Group, adding an estimated $16.7M. The largest seller was Corient Private Wealth, cutting an estimated $38.9M.

  • 320 institutional investors held Golub Capital BDC (GBDC) as of Q2 2025, down from 337 in Q1 2025.
  • Funds reported $1.59B of Golub Capital BDC stock for Q2 2025, down 6.3% quarter-over-quarter.
  • 35 funds opened new Golub Capital BDC positions in Q2 2025 and 46 closed out, a net change of -11 holders.
  • The largest Golub Capital BDC buyer in Q2 2025 was UBS Group, an estimated $16.7M added.
  • The largest Golub Capital BDC seller in Q2 2025 was Corient Private Wealth, an estimated $38.9M sold.

Based on aggregated 13F filings for Q2 2025.