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Goldman Sachs BDC

226 hedge funds and large institutions have $409M invested in Goldman Sachs BDC in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 86 increasing their positions, 63 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 63

1.67% more ownership

Funds ownership: 28.32%29.98% (+1.7%)

1% more capital invested

Capital invested by funds: $404M → $409M (+$5.78M)

4% less funds holding

Funds holding: 236226 (-10)

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

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
226
Holders Change
-10
Holders Change %
-4.24%
% of All Funds
3.03%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
24
Increased
86
Reduced
63
Closed
31
Calls
$402K
Puts
$3.95M
Net Calls
-$3.55M
Net Calls Change
-$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
26
Sage Rhino Capital
California
$3.07M +$143K +11,450 +5%
CC
27
CF Capital
Massachusetts
$3M +$2.89M +231,205 +474%
IA
28
Icon Advisers
Colorado
$2.97M -$454K -36,343 -12%
SWP
29
Stratos Wealth Partners
Ohio
$2.89M -$189K -15,138 -6%
Creative Planning
30
Creative Planning
Kansas
$2.85M -$1.3M -103,880 -30%
FNT
31
First National Trust
Pennsylvania
$2.58M
GA
32
GraniteShares Advisors
New York
$2.55M +$166K +13,310 +6%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$2.5M +$2.31M +184,662 +603%
QPWM
34
Quadrant Private Wealth Management
Pennsylvania
$2.5M +$300K +24,000 +13%
RRA
35
Round Rock Advisors
Connecticut
$2.39M +$1.64M +130,936 +175%
BAMF
36
BI Asset Management Fondsmaeglerselskab
Denmark
$2.32M +$2.42M +193,186 +3,226%
Osaic Holdings
37
Osaic Holdings
Arizona
$2.19M +$123K +9,825 +5%
GLA
38
Great Lakes Advisors
Illinois
$2.07M -$371K -29,657 -14%
CIM
39
Confluence Investment Management
Missouri
$2.04M -$205K -16,366 -9%
DA
40
Denali Advisors
California
$1.98M +$227K +18,175 +12%
LPL Financial
41
LPL Financial
California
$1.97M +$313K +25,062 +17%
Lido Advisors
42
Lido Advisors
California
$1.94M +$76.3K +6,100 +4%
NW
43
Naviter Wealth
Arkansas
$1.79M +$149K +11,922 +9%
CMS
44
Capital Market Strategies
Florida
$1.73M +$136K +10,910 +8%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.65M +$1.39M +111,366 +368%
Loomis, Sayles & Company
46
Loomis, Sayles & Company
Massachusetts
$1.63M +$1.75M +140,000 New
TCA
47
Transcend Capital Advisors
New Jersey
$1.59M +$1.71M +136,541 New
MFG
48
Merit Financial Group
Georgia
$1.58M
UAG
49
United Advisor Group
Ohio
$1.55M +$37.4K +2,990 +2%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$1.46M +$309K +24,687 +25%