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Golub Capital BDC

354 hedge funds and large institutions have $1.69B invested in Golub Capital BDC in 2025 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 108 increasing their positions, 121 reducing their positions, and 42 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 capital invested

Capital invested by funds: $ → $

7% more funds holding

Funds holding: 330354 (+24)

5.48% more ownership

Funds ownership: 39.84%45.32% (+5.5%)

11% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 121

Holders
354
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 +$60.2M
2 +$19M
3 +$16.5M
4
Morgan Stanley
Morgan Stanley
New York
+$9.94M
5
UBS Group
UBS Group
Switzerland
+$9.01M

Top Sellers

1 -$9.6M
2 -$9.14M
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
KFA
201
Kelleher Financial Advisors
New York
$386K
MWAM
202
Manhattan West Asset Management
California
$385K
NW
203
NewEdge Wealth
Pennsylvania
$382K
NWA
204
New World Advisors
Massachusetts
$382K
MCM
205
Monument Capital Management
Virginia
$380K
KA
206
Klingman & Associates
New York
$377K
MCA
207
Magnolia Capital Advisors
Mississippi
$368K
AQR Capital Management
208
AQR Capital Management
Connecticut
$360K
Capstone Investment Advisors
209
Capstone Investment Advisors
New York
$357K
EW
210
Evoke Wealth
California
$352K
NG
211
Northstar Group
New York
$350K
EFS
212
Essex Financial Services
Connecticut
$341K
ECM
213
Evergreen Capital Management
Washington
$338K
OWM
214
OneAscent Wealth Management
Alabama
$334K
M&T Bank
215
M&T Bank
New York
$331K
PM
216
Penbrook Management
New York
$321K
BAM
217
Belpointe Asset Management
Nevada
$318K
BAM
218
Blueshift Asset Management
New Jersey
$311K
ACM
219
Aquatic Capital Management
Illinois
$310K
PA
220
Promethium Advisors
Maryland
$307K
PC
221
Port Capital
Illinois
$299K
SIG
222
Spinnaker Investment Group
California
$292K
JIC
223
Joel Isaacson & Co
New York
$291K
IA
224
Invested Advisors
Pennsylvania
$289K
Truist Financial
225
Truist Financial
North Carolina
$273K