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Goldman Sachs BDC

224 hedge funds and large institutions have $408M invested in Goldman Sachs BDC in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 86 increasing their positions, 61 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

90% less call options, than puts

Call options by funds: $402K | Put options by funds: $3.95M

Holders
224
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$402K
Puts
$3.95M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
26
Sage Rhino Capital
California
$3.07M
CC
27
CF Capital
Massachusetts
$3M
IA
28
Icon Advisers
Colorado
$2.97M
SWP
29
Stratos Wealth Partners
Ohio
$2.89M
Creative Planning
30
Creative Planning
Kansas
$2.85M
FNT
31
First National Trust
Pennsylvania
$2.58M
GA
32
GraniteShares Advisors
New York
$2.55M
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$2.5M
QPWM
34
Quadrant Private Wealth Management
Pennsylvania
$2.5M
RRA
35
Round Rock Advisors
Connecticut
$2.39M
BAMF
36
BI Asset Management Fondsmaeglerselskab
Denmark
$2.32M
Osaic Holdings
37
Osaic Holdings
Arizona
$2.19M
GLA
38
Great Lakes Advisors
Illinois
$2.07M
CIM
39
Confluence Investment Management
Missouri
$2.04M
DA
40
Denali Advisors
California
$1.98M
LPL Financial
41
LPL Financial
California
$1.97M
Lido Advisors
42
Lido Advisors
California
$1.94M
NW
43
Naviter Wealth
Arkansas
$1.79M
CMS
44
Capital Market Strategies
Florida
$1.73M
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.65M
Loomis, Sayles & Company
46
Loomis, Sayles & Company
Massachusetts
$1.63M
TCA
47
Transcend Capital Advisors
New Jersey
$1.59M
MFG
48
Merit Financial Group
Georgia
$1.58M
UAG
49
United Advisor Group
Ohio
$1.55M
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$1.46M