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 %
GVCM
51
Global View Capital Management
Wisconsin
$236K 15,468 +5,156 +50%
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$230K 15,062 +15,062 New
FMWA
53
Forvis Mazars Wealth Advisors
Missouri
$227K 14,901 +14,901 New
VC
54
Veery Capital
Delaware
$227K 14,901 +14,901 New
Stifel Financial
55
Stifel Financial
Missouri
$225K 14,750 +14,750 New
AF
56
Advisornet Financial
Minnesota
$213K 13,965 -800 -5%
EGA
57
Eagle Global Advisors
Texas
$204K 13,380 – –
ASN
58
Advisory Services Network
Georgia
$192K 12,407 +12,407 New
ACP
59
Arcus Capital Partners
Georgia
$189K 12,375 +12,375 New
VFA
60
Valeo Financial Advisors
Indiana
$184K 12,090 +12,090 New
BL
61
Balentine LLC
Georgia
$182K 11,922 +11,922 New
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$156K 10,193 +10,193 New
BlackRock
63
BlackRock
New York
$146K 9,550 +265 +3%
Raymond James Financial
64
Raymond James Financial
Florida
$145K 9,486 -1,138 -11%
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$127K 8,346 +2,782 +50%
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$113K 7,400 +1,900 +35%
Osaic Holdings
67
Osaic Holdings
Arizona
$82.7K 5,000 -1,007 -17%
SNB
68
Security National Bank
Nebraska
$25.3K 1,656 +280 +20%
AF
69
Allworth Financial
California
$10.7K 700 +700 New
BIG
70
Brooklyn Investment Group
New York
$413 27 +27 New
STA
71
Summit Trail Advisors
New York
– – -106,310 Closed
Northern Trust
72
Northern Trust
Illinois
– – -32,256 Closed
Janus Henderson Group
73
Janus Henderson Group
United Kingdom
– – -29,680 Closed
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
– – -19,634 Closed
CSS
75
Cubist Systematic Strategies
Connecticut
– – -16,504 Closed
1 2
3
4