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Goldman Sachs BDC

211 hedge funds and large institutions have $407M invested in Goldman Sachs BDC in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 85 increasing their positions, 51 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 51

0.4% more ownership

Funds ownership: 31.7%32.1% (+0.4%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 223211 (-12)

13% less capital invested

Capital invested by funds: $470M → $407M (-$63.2M)

24% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 33

33% less call options, than puts

Call options by funds: $151K | Put options by funds: $227K

Holders
211
Holders Change
-12
Holders Change %
-5.38%
% of All Funds
2.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
85
Reduced
51
Closed
33
Calls
$151K
Puts
$227K
Net Calls
-$76K
Net Calls Change
+$3.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$66.3M +$104K +9,154 +0.1%
UBP
2
Union Bancaire Privee
Switzerland
$33.5M -$115K -10,077 -33%
GAM
3
Generali Asset Management
Italy
$33.5M
VanEck Associates
4
VanEck Associates
New York
$29.4M +$1.01M +89,009 +3%
Morgan Stanley
5
Morgan Stanley
New York
$25.4M -$3.82M -335,511 -12%
UBS Group
6
UBS Group
Switzerland
$13.8M +$3.31M +290,737 +27%
Invesco
7
Invesco
Georgia
$10.8M +$1.51M +132,322 +14%
Bank of America
8
Bank of America
North Carolina
$10.1M +$1.44M +127,036 +15%
BlackRock
9
BlackRock
New York
$8.59M +$1.44M +126,266 +18%
AM
10
Ares Management
California
$8.12M
MC
11
Muzinich & Co
New York
$7.79M +$2.94M +258,362 +51%
Legal & General Group
12
Legal & General Group
United Kingdom
$7.27M -$710K -62,426 -8%
Sumitomo Mitsui Trust Group
13
Sumitomo Mitsui Trust Group
Japan
$7.24M +$2.9M +254,828 +56%
Raymond James Financial
14
Raymond James Financial
Florida
$6.56M +$151K +13,291 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$6.46M +$765K +67,293 +13%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$5.56M +$333K +29,278 +6%
ACM
17
Advisors Capital Management
New Jersey
$5.4M +$503K +44,229 +9%
Wells Fargo
18
Wells Fargo
California
$4.77M -$819 -72 -0%
Marshall Wace
19
Marshall Wace
United Kingdom
$4.45M +$3.13M +274,836 +169%
TCA
20
Transcend Capital Advisors
New Jersey
$4.19M -$111K -9,779 -2%
TI
21
Trexquant Investment
Connecticut
$4.1M +$1.54M +135,049 +50%
Lido Advisors
22
Lido Advisors
California
$3.78M +$1.54M +134,966 +61%
HWAM
23
Hennion & Walsh Asset Management
New Jersey
$3.57M +$316K +27,760 +9%
MWM
24
Meridian Wealth Management
Kentucky
$3.34M +$203K +17,890 +6%
BAMF
25
BI Asset Management Fondsmaeglerselskab
Denmark
$3.31M +$356K +31,276 +11%

GSBD Hedge Fund Activity: Q3 2025 in Review

211 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Goldman Sachs BDC (GSBD) for Q3 2025, worth a combined $407M — down 13% from $470M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of GSBD and 25 opened new positions — a net loss of 8 holders — while 51 trimmed existing stakes and 85 added.

The largest buyer was UBS Group, adding an estimated $3.31M. The largest seller was Balyasny Asset Management, cutting an estimated $11.8M.

  • 211 institutional investors held Goldman Sachs BDC (GSBD) as of Q3 2025, down from 223 in Q2 2025.
  • Funds reported $407M of Goldman Sachs BDC stock for Q3 2025, down 13% quarter-over-quarter.
  • 25 funds opened new Goldman Sachs BDC positions in Q3 2025 and 33 closed out, a net change of -8 holders.
  • The largest Goldman Sachs BDC buyer in Q3 2025 was UBS Group, an estimated $3.31M added.
  • The largest Goldman Sachs BDC seller in Q3 2025 was Balyasny Asset Management, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2025.