MPV

Barings Participation Investors
MPV

Overview Fund Activity

36 hedge funds and large institutions have $50.4M invested in Barings Participation Investors in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
11
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
1
Whipplewood Advisors
Colorado
$438K
2
LPL Financial
2
LPL Financial
California
$3.36M
3
NA
3
NewEdge Advisors
Louisiana
$297K
4
FLPIM
4
F.L. Putnam Investment Management
Massachusetts
$227K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$208K

Top Sellers

1
TCMG
1
TSP Capital Management Group
New Jersey
$5.74M
2
VIA
2
Virtus Investment Advisers
Connecticut
$572K
3
BEI
3
Benjamin Edwards Inc
Missouri
$5.38M
4
UBS Group
4
UBS Group
Switzerland
$462K
5
MA
5
Mutual Advisors
Nebraska
$390K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.51M 323,943 +9,380 +3%
TCMG
2
TSP Capital Management Group
New Jersey
– – -293,222 Closed
B
3
Barings
North Carolina
$5.58M 277,703 +2,686 +1%
BEI
4
Benjamin Edwards Inc
Missouri
$5.38M 267,764 -10,077 -4%
RRA
5
Round Rock Advisors
Connecticut
$4.14M 205,996 +3,758 +2%
LPL Financial
6
LPL Financial
California
$3.36M 166,947 +18,999 +13%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.01M 176,273 -4,394 -2%
Invesco
8
Invesco
Georgia
$2.52M 125,390 +1,092 +0.9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.51M 124,770 +413 +0.3%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.93M 96,038 +333 +0.3%
Bank of America
11
Bank of America
North Carolina
$1.12M 55,624 – –
CFMC
12
Curbstone Financial Management Corp
New Hampshire
$975K 48,466 -4,000 -8%
SWM
13
Schwallier Wealth Management
Michigan
$905K 44,987 +846 +2%
CSC
14
Caldwell Sutter Capital
California
$880K 43,755 -1,442 -3%
Raymond James Financial
15
Raymond James Financial
Florida
$730K 36,291 -1,521 -4%
Vanguard Group
16
Vanguard Group
Pennsylvania
$587K 29,200 – –
VIA
17
Virtus Investment Advisers
Connecticut
$572K 28,448 -10,501 -27%
UBS Group
18
UBS Group
Switzerland
$462K 22,970 -9,177 -29%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$451K 22,980 +763 +3%
WA
20
Whipplewood Advisors
Colorado
$438K 21,783 +21,783 New
MA
21
Mutual Advisors
Nebraska
$390K 20,633 -5,473 -21%
OC
22
Oppenheimer & Co
New York
$360K 17,900 – –
PI
23
PFG Investments
New York
$358K 17,803 +339 +2%
NA
24
NewEdge Advisors
Louisiana
$297K 14,760 +14,760 New
MML Investors Services
25
MML Investors Services
Massachusetts
$285K 14,186 +47 +0.3%
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