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Golub Capital BDC
GBDC

Overview Fund Activity

311 hedge funds and large institutions have $1.62B invested in Golub Capital BDC in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 129 increasing their positions, 100 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
-19
Holders Change %
-5.76%
% of All Funds
4.17%
Holding in Top 10
6
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-53.85%
% of All Funds
0.08%
New
33
Increased
129
Reduced
100
Closed
45
Calls
$2.54M
Puts
$237K
Net Calls
+$2.31M
Net Calls Change
+$1.37M

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$16.8M
2
GAM
Generali Asset Management
Italy
+$10.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$7.23M
4
SO
STRS Ohio
Ohio
+$5.96M
5
BlackRock
BlackRock
New York
+$5.43M

Top Sellers

1
PGH
Partners Group Holding
Switzerland
-$30.3M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$18M
3
HCC
Hirtle Callaghan & Co
Pennsylvania
-$12.8M
4
TG
TCW Group
California
-$8.6M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$8.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
176
Essex Financial Services
Connecticut
$472K +$109K +7,456 +30%
EFG
177
Ethos Financial Group
Pennsylvania
$455K +$69.2K +4,723 +18%
OWM
178
OneAscent Wealth Management
Alabama
$450K -$5.39M -367,758 -92%
DM
179
Delphi Management
Massachusetts
$438K -$8.13K -555 -2%
NWA
180
New World Advisors
Massachusetts
$429K +$56.1K +3,831 +15%
MWAM
181
Manhattan West Asset Management
California
$417K – – –
KFA
182
Kelleher Financial Advisors
New York
$407K +$4.53K +309 +1%
KA
183
Klingman & Associates
New York
$407K -$84.2K -5,750 -17%
SF
184
Summit Financial
New Jersey
$387K -$15.4K -1,048 -4%
OAM
185
Oxford Asset Management
United Kingdom
$384K +$384K +26,201 New
AAS
186
Avantax Advisory Services
Texas
$371K +$31.9K +2,176 +9%
CA
187
Clearstead Advisors
Ohio
$371K +$13.5K +922 +4%
EF
188
Empowered Funds
Pennsylvania
$368K -$33.5K -2,284 -8%
CAMG
189
CWA Asset Management Group
Florida
$366K +$366K +25,005 New
ECM
190
Evergreen Capital Management
Washington
$364K -$6.56K -448 -2%
Cambridge Investment Research Advisors
191
Cambridge Investment Research Advisors
Iowa
$360K -$238K -16,244 -40%
AC
192
AlphaCore Capital
California
$359K +$112K +7,639 +45%
M&T Bank
193
M&T Bank
New York
$357K – – –
FIM
194
Freedom Investment Management
Connecticut
$339K -$308 -21 -0.1%
PA
195
Promethium Advisors
Maryland
$331K +$7.33K +500 +2%
5W
196
5T Wealth
California
$328K -$21.7K -1,483 -6%
PC
197
Port Capital
Illinois
$322K – – –
FIA
198
Foundations Investment Advisors
Arizona
$314K -$101K -6,882 -24%
VA
199
Vident Advisory
Georgia
$314K +$84.6K +5,777 +37%
JIC
200
Joel Isaacson & Co
New York
$310K +$117 +8 +0%
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8
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