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Golub Capital BDC

344 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, 110 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

3% less funds holding

Funds holding: 354344 (-10)

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
344
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
$1.95M
Puts
$2.27M
Net Calls
Net Calls Change

Top Sellers

1 -$75.8M
2 -$23.3M
3 -$13.7M
4
BlackRock
BlackRock
New York
-$10.2M
5
AIM
Allen Investment Management
New York
-$9.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$338K
SF
202
Summit Financial
New Jersey
$335K
WWC
203
Waypoint Wealth Counsel
Georgia
$326K
NAM
204
NewGen Asset Management
Ontario, Canada
$324K
AQR Capital Management
205
AQR Capital Management
Connecticut
$323K
KCPG
206
Kavar Capital Partners Group
Kansas
$318K
Wealth Enhancement Advisory Services
207
Wealth Enhancement Advisory Services
Minnesota
$317K
M&T Bank
208
M&T Bank
New York
$313K
LIP
209
Lighthouse Investment Partners
Florida
$309K
SWMP
210
Signature Wealth Management Partners
New Jersey
$309K
OWM
211
OneAscent Wealth Management
Alabama
$296K
FAFN
212
First Affirmative Financial Network
Colorado
$285K
Truist Financial
213
Truist Financial
North Carolina
$285K
PC
214
Port Capital
Illinois
$279K
IA
215
Invested Advisors
Pennsylvania
$278K
PAG
216
Private Advisor Group
New Jersey
$276K
SIG
217
Spinnaker Investment Group
California
$272K
MWAM
218
Manhattan West Asset Management
California
$271K
First Manhattan
219
First Manhattan
New York
$263K
RFN
220
RDA Financial Network
Iowa
$261K
MFG
221
Magnus Financial Group
New York
$259K
TSS
222
Two Sigma Securities
New York
$255K
NC
223
nVerses Capital
Florida
$255K
PL
224
Plancorp LLC
Missouri
$254K
AC
225
Almitas Capital
California
$253K