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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
Axa
176
Axa
France
$122K +$2.36K +189 +2%
WAP
177
Wealthcare Advisory Partners
Pennsylvania
$121K -$9.38K -750 -7%
MCFP
178
Mallini Complete Financial Planning
Florida
$119K +$128K +10,241 New
CPIG
179
Chicago Partners Investment Group
Illinois
$118K +$7.09K +567 +5%
OAM
180
Oxford Asset Management
United Kingdom
$118K -$267K -21,316 -68%
CA
181
Crewe Advisors
Utah
$116K
Citigroup
182
Citigroup
New York
$106K +$29.6K +2,363 +35%
WWM
183
Wolff Wiese Magana
California
$103K
RIL
184
Rothschild Investment LLC
Illinois
$87.2K
LSV Asset Management
185
LSV Asset Management
Illinois
$83K
T
186
Transce3nd
Texas
$74.2K -$29.1K -2,324 -27%
JEST
187
JTC Employer Solutions Trustee
Jersey
$73K
MCM
188
MAI Capital Management
Ohio
$60.7K -$728K -58,248 -92%
HI
189
Harbour Investments
Wisconsin
$60.2K +$2.18K +174 +3%
WIM
190
Westside Investment Management
California
$54.7K
KFI
191
Key Financial Inc
Pennsylvania
$47.5K
IRC
192
Investors Research Corp
Georgia
$46.1K
CFD
193
Creative Financial Designs
Indiana
$45.9K +$49.4K +3,949 New
NWM
194
Nova Wealth Management
Florida
$36.6K +$5.94K +475 +18%
Nomura Asset Management
195
Nomura Asset Management
Japan
$33.4K -$12.3K -983 -25%
WAM
196
WFA Asset Management
Wisconsin
$29.4K -$10.9K -870 -31%
VFM
197
Vision Financial Markets
Connecticut
$26.2K
TRCT
198
Tower Research Capital (TRC)
New York
$25.4K -$11.1K -888 -29%
Acadian Asset Management
199
Acadian Asset Management
Massachusetts
$25K
GEA
200
Glen Eagle Advisors
New Jersey
$24.8K