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Golub Capital BDC

346 hedge funds and large institutions have $1.61B invested in Golub Capital BDC in 2025 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 107 increasing their positions, 117 reducing their positions, and 41 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 funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $1.53B → $1.61B (+$80.7M)

3.97% more ownership

Funds ownership: 39.79%43.76% (+4%)

9% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 117

Holders
346
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 +$19M
2 +$16.5M
3 +$11.6M
4
Morgan Stanley
Morgan Stanley
New York
+$9.94M
5
UBS Group
UBS Group
Switzerland
+$9.01M

Top Sellers

1 -$12M
2 -$9.6M
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
Ameriprise
151
Ameriprise
Minnesota
$726K
Squarepoint
152
Squarepoint
New York
$695K
CSP
153
Cary Street Partners
Virginia
$685K
STA
154
Shade Tree Advisors
New York
$656K
AWM
155
Apollon Wealth Management
South Carolina
$648K
SQA
156
Simon Quick Advisors
New Jersey
$642K
SA
157
Sanctuary Advisors
Indiana
$642K
IA
158
IFC Advisors
California
$631K
VIA
159
Virtus Investment Advisers
Connecticut
$623K
GWM
160
Geneos Wealth Management
Colorado
$616K
NRS
161
Neville Rodie & Shaw
New York
$615K
Wealth Enhancement Advisory Services
162
Wealth Enhancement Advisory Services
Minnesota
$605K
William Blair & Company
163
William Blair & Company
Illinois
$595K
Two Sigma Advisers
164
Two Sigma Advisers
New York
$592K
CPIG
165
Chicago Partners Investment Group
Illinois
$584K
Mackenzie Financial
166
Mackenzie Financial
Ontario, Canada
$580K
ProShare Advisors
167
ProShare Advisors
Maryland
$577K
GC
168
Guggenheim Capital
Illinois
$573K
AWA
169
Amplius Wealth Advisors
Pennsylvania
$571K
HP
170
Haven Private
Florida
$566K
NFG
171
Nations Financial Group
Iowa
$566K
CAM
172
Cresset Asset Management
Illinois
$561K
SWMP
173
Signature Wealth Management Partners
New Jersey
$557K
WS
174
Wedbush Securities
California
$541K
EFG
175
Ethos Financial Group
Pennsylvania
$509K