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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
Optiver Holding
201
Optiver Holding
Netherlands
$23.6K
OIA
202
Optimum Investment Advisors
Illinois
$23.3K
PWMG
203
Private Wealth Management Group
New Jersey
$21.9K +$788 +63 +3%
RWM
204
Rialto Wealth Management
New York
$21.7K
Simplex Trading
205
Simplex Trading
Illinois
$20K -$149K -11,917 -87%
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$20K +$938 +75 +5%
US Bancorp
207
US Bancorp
Minnesota
$18.9K
LCM
208
Logan Capital Management
Pennsylvania
$17.4K
SIS
209
Sound Income Strategies
Florida
$15K
MIM
210
Marshall Investment Management
Colorado
$13.6K
IA
211
IFP Advisors
Florida
$12.7K -$38 -3 -0.3%
FDCDDQ
212
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.9K
AG
213
AmeriFlex Group
Nevada
$9K
FNWA
214
Financial Network Wealth Advisors
Utah
$6.46K
BCM
215
Blume Capital Management
California
$4.07K
PTC
216
Private Trust Company
Ohio
$3.73K
EWA
217
EverSource Wealth Advisors
Alabama
$2.91K
PWA
218
Physician Wealth Advisors
Utah
$2.55K -$216K -17,292 -99%
AEPWM
219
Atlantic Edge Private Wealth Management
Florida
$2.33K
AAP
220
Arax Advisory Partners
Colorado
$1.28K +$1.38K +110 New
TWC
221
TD Waterhouse Canada
Ontario, Canada
$1.19K
BAM
222
Byrne Asset Management
New Jersey
$1.16K
AF
223
Allworth Financial
California
$186
CIAM
224
Caitong International Asset Management
Hong Kong
$12 -$500 -40 -98%
HNB
225
Huntington National Bank
Ohio
$12