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Goldman Sachs BDC

221 hedge funds and large institutions have $465M invested in Goldman Sachs BDC in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 64 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

1% less funds holding

Funds holding: 224221 (-3)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

94% less call options, than puts

Call options by funds: $203K | Put options by funds: $3.3M

Holders
221
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$203K
Puts
$3.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
201
Sound Income Strategies
Florida
$14.5K
FDCDDQ
202
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.5K
IBOK
203
Independence Bank of Kentucky
Kentucky
$10.1K
FNWA
204
Financial Network Wealth Advisors
Utah
$6.24K
Jones Financial Companies
205
Jones Financial Companies
Missouri
$5.82K
QWM
206
Quaker Wealth Management
New Jersey
$5.63K
HAP
207
Harbor Asset Planning
Massachusetts
$4.5K
Citigroup
208
Citigroup
New York
$4.46K
BCM
209
Blume Capital Management
California
$3.94K
IA
210
IFP Advisors
Florida
$3.38K
RF
211
Rossby Financial
Florida
$3.21K
EWA
212
EverSource Wealth Advisors
Alabama
$2.81K
PWA
213
Physician Wealth Advisors
Utah
$2.46K
AEPWM
214
Atlantic Edge Private Wealth Management
Florida
$2.25K
AAS
215
Ameritas Advisory Services
Nebraska
$2.25K
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$2.25K
TWC
217
TD Waterhouse Canada
Ontario, Canada
$1.15K
BAM
218
Byrne Asset Management
New Jersey
$1.13K
HNB
219
Huntington National Bank
Ohio
$1.12K
CIAM
220
Caitong International Asset Management
Hong Kong
$428
CAM
221
Creekmur Asset Management
Illinois
$8
CC
222
CF Capital
Massachusetts
GLA
223
Great Lakes Advisors
Illinois
Envestnet Asset Management
224
Envestnet Asset Management
Illinois
Millennium Management
225
Millennium Management
New York