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 %
KI
1
Koch Inc
Kansas
$186M +$186M +12,181,352 New
Bank of America
2
Bank of America
North Carolina
$70.1M +$45.1M +2,955,661 +180%
MFG
3
Merit Financial Group
Georgia
$26.5M +$26.5M +1,738,174 New
SMA
4
Sage Mountain Advisors
Georgia
$14.2M +$5.94M +389,317 +72%
RCM
5
Requisite Capital Management
Texas
$13.2M +$7.47M +476,938 +130%
Corient Private Wealth
6
Corient Private Wealth
Florida
$8.27M -$969K -62,955 -10%
KWM
7
Keebeck Wealth Management
Illinois
$6.3M +$2.72M +173,882 +76%
CCM
8
Callodine Capital Management
Massachusetts
$5.15M – – –
Renaissance Technologies
9
Renaissance Technologies
New York
$4.49M -$1.42M -93,200 -24%
UBS Group
10
UBS Group
Switzerland
$3.6M +$1.44M +94,447 +67%
Franklin Resources
11
Franklin Resources
California
$3.41M +$2.22M +145,637 +187%
Pathstone Holdings
12
Pathstone Holdings
New Jersey
$3.1M +$1.53M +100,427 +98%
HWM
13
HB Wealth Management
Georgia
$3M +$370K +24,226 +14%
Morgan Stanley
14
Morgan Stanley
New York
$2.52M +$954K +62,546 +61%
CWM
15
Centric Wealth Management
Illinois
$2.47M +$368K +24,049 +17%
SW
16
SlateStone Wealth
Florida
$2.34M +$763K +49,972 +48%
Cerity Partners
17
Cerity Partners
New York
$2.18M +$1.07M +70,027 +96%
Millennium Management
18
Millennium Management
New York
$2.05M +$1.28M +83,950 +166%
EPM
19
Equitec Proprietary Markets
Illinois
$1.86M +$621K +40,666 +50%
CAM
20
Cresset Asset Management
Illinois
$1.46M +$488K +31,182 +50%
MCM
21
MAI Capital Management
Ohio
$1.34M +$1.91K +125 +0.1%
IC
22
Inscription Capital
Texas
$1.24M +$1.24M +81,132 New
HF
23
HRT Financial
New York
$1.1M +$449K +29,426 +69%
Wells Fargo
24
Wells Fargo
California
$1.09M +$807K +52,853 +283%
AIA
25
Accelerate Investment Advisors
California
$957K +$319K +20,915 +50%
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