KBDC

Kayne Anderson BDC
KBDC

Overview Fund Activity

68 hedge funds and large institutions have $381M invested in Kayne Anderson BDC in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 7 reducing their positions, and 11 closing their positions.

Holders
68
Holders Change
+6
Holders Change %
+9.68%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
18
Increased
40
Reduced
7
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KI
1
Koch Inc
Kansas
$186M
2
Bank of America
2
Bank of America
North Carolina
$70.1M
3
MFG
3
Merit Financial Group
Georgia
$26.5M
4
RCM
4
Requisite Capital Management
Texas
$13.2M
5
SMA
5
Sage Mountain Advisors
Georgia
$14.2M

Top Sellers

1
STA
1
Summit Trail Advisors
New York
$0
2
Renaissance Technologies
2
Renaissance Technologies
New York
$4.49M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$8.27M
4
CIM
4
Confluence Investment Management
Missouri
$856K
5
Northern Trust
5
Northern Trust
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KI
1
Koch Inc
Kansas
$186M 12,181,352 +12,181,352 New
Bank of America
2
Bank of America
North Carolina
$70.1M 4,596,731 +2,955,661 +180%
MFG
3
Merit Financial Group
Georgia
$26.5M 1,738,174 +1,738,174 New
SMA
4
Sage Mountain Advisors
Georgia
$14.2M 930,426 +389,317 +72%
RCM
5
Requisite Capital Management
Texas
$13.2M 842,721 +476,938 +130%
Corient Private Wealth
6
Corient Private Wealth
Florida
$8.27M 537,571 -62,955 -10%
KWM
7
Keebeck Wealth Management
Illinois
$6.3M 402,400 +173,882 +76%
CCM
8
Callodine Capital Management
Massachusetts
$5.15M 337,730 – –
Renaissance Technologies
9
Renaissance Technologies
New York
$4.49M 294,500 -93,200 -24%
UBS Group
10
UBS Group
Switzerland
$3.6M 236,127 +94,447 +67%
Franklin Resources
11
Franklin Resources
California
$3.41M 223,657 +145,637 +187%
Pathstone Holdings
12
Pathstone Holdings
New Jersey
$3.1M 202,873 +100,427 +98%
HWM
13
HB Wealth Management
Georgia
$3M 196,671 +24,226 +14%
Morgan Stanley
14
Morgan Stanley
New York
$2.52M 165,415 +62,546 +61%
CWM
15
Centric Wealth Management
Illinois
$2.47M 161,669 +24,049 +17%
SW
16
SlateStone Wealth
Florida
$2.34M 153,024 +49,972 +48%
Cerity Partners
17
Cerity Partners
New York
$2.18M 143,100 +70,027 +96%
Millennium Management
18
Millennium Management
New York
$2.05M 134,419 +83,950 +166%
EPM
19
Equitec Proprietary Markets
Illinois
$1.86M 121,998 +40,666 +50%
CAM
20
Cresset Asset Management
Illinois
$1.46M 93,542 +31,182 +50%
MCM
21
MAI Capital Management
Ohio
$1.34M 87,880 +125 +0.1%
IC
22
Inscription Capital
Texas
$1.24M 81,132 +81,132 New
HF
23
HRT Financial
New York
$1.1M 71,847 +29,426 +69%
Wells Fargo
24
Wells Fargo
California
$1.09M 71,502 +52,853 +283%
AIA
25
Accelerate Investment Advisors
California
$957K 62,743 +20,915 +50%
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