KBDC

Kayne Anderson BDC
KBDC

Overview Fund Activity

70 hedge funds and large institutions have $382M invested in Kayne Anderson BDC in 2025 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 7 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+8
Holders Change %
+12.9%
% of All Funds
0.94%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
19
Increased
41
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 Holding Trade Value Shares
Change 		Shares
Change %
CIM
26
Confluence Investment Management
Missouri
$856K -$832K -54,535 -49%
Invesco
27
Invesco
Georgia
$688K +$90.3K +5,916 +15%
Goldman Sachs
28
Goldman Sachs
New York
$670K +$208K +13,630 +45%
MFG
29
Magnus Financial Group
New York
$624K +$24.4K +1,600 +4%
AI
30
Accredited Investors
Minnesota
$622K +$338K +22,178 +119%
AWM
31
Apollon Wealth Management
South Carolina
$555K +$94.9K +6,218 +21%
Brown Advisory
32
Brown Advisory
Maryland
$548K -$15 -1 -0%
Citadel Advisors
33
Citadel Advisors
Florida
$524K +$205K +13,439 +64%
BW
34
BIP Wealth
Georgia
$464K +$155K +10,142 +50%
ZIG
35
Zuckerman Investment Group
Illinois
$458K +$153K +10,000 +50%
PC
36
Promus Capital
Illinois
$380K +$190K +12,441 +100%
Truist Financial
37
Truist Financial
North Carolina
$372K +$372K +24,400 New
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$340K +$117K +7,663 +53%
Jane Street
39
Jane Street
New York
$337K +$337K +22,062 New
SFG
40
SNS Financial Group
Minnesota
$331K +$110K +7,042 +50%
IWP
41
Insight Wealth Partners
Texas
$329K – – –
NA
42
NewEdge Advisors
Louisiana
$321K +$107K +7,023 +50%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$295K +$220K +14,406 +294%
WFMPM
44
Woodley Farra Manion Portfolio Management
Indiana
$289K +$96.3K +6,149 +50%
MG
45
Marex Group
$285K +$285K +18,700 New
GIC
46
Generali Investments CEE
Czech Republic
$277K +$14.6K +954 +6%
TH
47
TCTC Holdings
Texas
$273K +$273K +17,884 New
HighTower Advisors
48
HighTower Advisors
Illinois
$271K +$17.9K +1,174 +7%
SIA
49
SGL Investment Advisors
Montana
$248K +$82.6K +5,267 +50%
EW
50
Evoke Wealth
California
$238K +$238K +15,181 New
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