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MPV

Barings Participation Investors
MPV

35 hedge funds and large institutions have $45.8M invested in Barings Participation Investors in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

14% more capital invested

Capital invested by funds: $40M → $45.8M (+$5.78M)

2.38% more ownership

Funds ownership: 22.09% → 24.46% (+2.4%)

8% less funds holding

Funds holding: 38 → 35 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
35
Holders Change
-3
Holders Change %
-7.89%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
17
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RRA
Round Rock Advisors
Connecticut
+$2.05M
2
Invesco
Invesco
Georgia
+$2.05M
3
LPL Financial
LPL Financial
California
+$1.87M
4
Bank of America
Bank of America
North Carolina
+$807K
5
VIA
Virtus Investment Advisers
Connecticut
+$641K

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$1.53M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.47M
3
VEA
Virtus ETF Advisers
New York
-$579K
4
SA
SFI Advisors
New Jersey
-$380K
5
BEI
Benjamin Edwards Inc
Missouri
-$45.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$249K +$13.6K +823 +6%
CPA
27
Compass Planning Associates
Massachusetts
$111K – – –
Wells Fargo
28
Wells Fargo
California
$86.4K +$31.2K +1,892 +63%
TCOV
29
Trust Company of Vermont
Vermont
$63.1K – – –
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$53K – – –
MIA
31
MeadowBrook Investment Advisors
Michigan
$28.6K -$11.5K -700 -30%
PP
32
PFS Partners
New Jersey
$20.1K – – –
UIA
33
Ulland Investment Advisors
Minnesota
$18K -$16.5K -1,000 -50%
SL
34
Salomon & Ludwin
Virginia
$6.43K – – –
Comerica Bank
35
Comerica Bank
Texas
$1.76K – – –
Truist Financial
36
Truist Financial
North Carolina
– -$1.53M -89,308 Closed
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
– -$1.47M -85,789 Closed
VEA
38
Virtus ETF Advisers
New York
– -$579K -33,899 Closed
SA
39
SFI Advisors
New Jersey
– -$380K -22,219 Closed
NWMP
40
Noble Wealth Management PBC
Colorado
– -$34.2K -2,000 Closed
DJSG
41
D.J. St. Germain
Massachusetts
– -$22.7K -1,326 Closed
1
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MPV Hedge Fund Activity: Q1 2025 in Review

35 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Barings Participation Investors (MPV) for Q1 2025, worth a combined $45.8M — up 14% from $40M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of MPV and 3 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 17 added.

The largest buyer was Round Rock Advisors, adding an estimated $2.05M. The largest seller was Truist Financial, exiting entirely with an estimated $1.53M sold.

  • 35 institutional investors held Barings Participation Investors (MPV) as of Q1 2025, down from 38 in Q4 2024.
  • Funds reported $45.8M of Barings Participation Investors stock for Q1 2025, up 14% quarter-over-quarter.
  • 3 funds opened new Barings Participation Investors positions in Q1 2025 and 6 closed out, a net change of -3 holders.
  • The largest Barings Participation Investors buyer in Q1 2025 was Round Rock Advisors, an estimated $2.05M added.
  • The largest Barings Participation Investors seller in Q1 2025 was Truist Financial, an estimated $1.53M sold.

Based on aggregated 13F filings for Q1 2025.