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Golub Capital BDC

346 hedge funds and large institutions have $1.51B invested in Golub Capital BDC in 2026 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 125 increasing their positions, 112 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 112

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.41% less ownership

Funds ownership: 45.32%44.92% (-0.41%)

4% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 55

2% less funds holding

Funds holding: 354346 (-8)

11% less capital invested

Capital invested by funds: $1.69B → $1.51B (-$182M)

14% less call options, than puts

Call options by funds: $1.95M | Put options by funds: $2.27M

Holders
346
Holders Change
-8
Holders Change %
-2.26%
% of All Funds
4.26%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
53
Increased
125
Reduced
112
Closed
55
Calls
$1.95M
Puts
$2.27M
Net Calls
-$320K
Net Calls Change
-$944K
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
51
Wealthspire Advisors (New York)
New York
$4.75M +$4.57M +356,348 +1,897%
WC
52
Waterloo Capital
Texas
$4.69M +$2.81M +219,379 +145%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$4.64M +$1.51M +117,370 +47%
Neuberger Berman Group
54
Neuberger Berman Group
New York
$4.63M -$88.4K -6,888 -2%
DA
55
Denali Advisors
California
$4.62M -$94.1K -7,338 -2%
TP
56
Tranquility Partners
Tennessee
$4.59M +$119K +9,312 +3%
CastleKeep Investment Advisors
57
CastleKeep Investment Advisors
Connecticut
$4.39M +$148K +11,512 +3%
Brown Advisory
58
Brown Advisory
Maryland
$4.38M -$23.6K -1,836 -0.5%
CIM
59
Confluence Investment Management
Missouri
$4.14M -$244K -19,027 -6%
State Street
60
State Street
Massachusetts
$4.06M -$39.1K -3,045 -0.9%
HWAM
61
Hennion & Walsh Asset Management
New Jersey
$4.01M -$707K -55,108 -15%
DADC
62
D.A. Davidson & Co
Montana
$3.98M +$176K +13,717 +5%
P
63
&Partners
Tennessee
$3.92M -$158K -12,297 -4%
Universal-Beteiligungs- und Servicegesellschaft
64
Universal-Beteiligungs- und Servicegesellschaft
Germany
$3.86M +$48.7K +3,799 +1%
Stifel Financial
65
Stifel Financial
Missouri
$3.85M -$1.89M -147,099 -33%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$3.82M +$1.72M +134,390 +80%
Canada Life
67
Canada Life
Manitoba, Canada
$3.66M -$743K -57,912 -17%
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$3.58M +$295K +22,966 +9%
RSWM
69
Robertson Stephens Wealth Management
California
$3.49M +$60.3K +4,697 +2%
FNT
70
First National Trust
Pennsylvania
$3.34M
IC
71
IEQ Capital
California
$3.28M +$831K +64,780 +33%
NW
72
Naviter Wealth
Arkansas
$3.24M +$482K +37,534 +17%
SAM
73
Shikiar Asset Management
New York
$3.18M -$1.56M -121,940 -33%
TAFW
74
Tred Avon Family Wealth
Maryland
$3.13M +$48.1K +3,749 +2%
UAG
75
United Advisor Group
Ohio
$3.07M +$349K +27,180 +13%