We are live on ! Find out more
GSBD icon

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
Goldman Sachs
1
Goldman Sachs
New York
$75.7M
Morgan Stanley
2
Morgan Stanley
New York
$36.9M +$2.18M +174,275 +6%
VanEck Associates
3
VanEck Associates
New York
$30.2M -$1.66M -132,497 -5%
GAM
4
Generali Asset Management
Italy
$25.2M +$13.7M +1,098,252 +103%
UBS Group
5
UBS Group
Switzerland
$12.1M +$6.35M +507,712 +95%
Invesco
6
Invesco
Georgia
$10.2M -$2.72M -217,549 -20%
Bank of America
7
Bank of America
North Carolina
$9.6M +$1.36M +108,487 +15%
Qube Research & Technologies (QRT)
8
Qube Research & Technologies (QRT)
United Kingdom
$9.46M -$1.15M -91,592 -10%
Legal & General Group
9
Legal & General Group
United Kingdom
$9.08M +$88.3K +7,062 +0.9%
Raymond James Financial
10
Raymond James Financial
Florida
$7.95M +$159K +12,701 +2%
BlackRock
11
BlackRock
New York
$5.94M +$47.5K +3,802 +0.8%
Wells Fargo
12
Wells Fargo
California
$5.93M +$2.28M +182,165 +56%
AM
13
Ares Management
California
$5.37M +$5.78M +461,984 New
MC
14
Muzinich & Co
New York
$5.05M +$486K +38,845 +10%
ACM
15
Advisors Capital Management
New Jersey
$4.94M -$4.38M -350,303 -45%
Sumitomo Mitsui Trust Group
16
Sumitomo Mitsui Trust Group
Japan
$4.86M +$377K +30,172 +8%
JP Morgan Chase
17
JP Morgan Chase
New York
$4.55M +$1.22M +97,783 +33%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$4.28M -$588K -47,004 -11%
MWM
19
Meridian Wealth Management
Kentucky
$3.64M +$436K +34,833 +13%
TI
20
Trexquant Investment
Connecticut
$3.56M -$553K -44,193 -13%
HighTower Advisors
21
HighTower Advisors
Illinois
$3.35M +$1.25M +100,283 +53%
SAM
22
Shikiar Asset Management
New York
$3.3M -$2.08M -166,300 -37%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.17M +$1.19M +95,496 +54%
AAA
24
Adams Asset Advisors
Texas
$3.12M +$78.3K +6,259 +2%
HWAM
25
Hennion & Walsh Asset Management
New Jersey
$3.1M -$210K -16,827 -6%