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MPV

Barings Participation Investors
MPV

38 hedge funds and large institutions have $47.8M invested in Barings Participation Investors in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.1% more ownership

Funds ownership: 22.24% → 22.35% (+0.1%)

0% more funds holding

Funds holding: 38 → 38 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

10% less capital invested

Capital invested by funds: $53.2M → $47.8M (-$5.45M)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

Holders
38
Holders Change
–
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
12
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TCMG
TSP Capital Management Group
New Jersey
+$5.57M
2
QFW
QTR Family Wealth
Florida
+$508K
3
Jane Street
Jane Street
New York
+$240K
4
NA
NewEdge Advisors
Louisiana
+$98.1K
5
Invesco
Invesco
Georgia
+$71.3K

Top Sellers

Rank Fund Capital Flow
1
RRA
Round Rock Advisors
Connecticut
-$4.14M
2
VIA
Virtus Investment Advisers
Connecticut
-$572K
3
MA
Mutual Advisors
Nebraska
-$390K
4
BEI
Benjamin Edwards Inc
Missouri
-$375K
5
Morgan Stanley
Morgan Stanley
New York
-$370K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$226K +$16.6K +852 +8%
MML Investors Services
27
MML Investors Services
Massachusetts
$225K -$58.5K -2,998 -21%
MA
28
Montag & Associates
Georgia
$191K – – –
ASN
29
Advisory Services Network
Georgia
$62.7K +$60.8K +3,113 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$60K – – –
DJSG
31
D.J. St. Germain
Massachusetts
$27.7K +$469 +24 +2%
AAS
32
Ameritas Advisory Services
Nebraska
$25.5K – – –
TCOV
33
Trust Company of Vermont
Vermont
$24.2K – – –
PP
34
PFS Partners
New Jersey
$23K – – –
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$17.1K +$16.6K +850 New
UIA
36
Ulland Investment Advisors
Minnesota
$14K -$5.86K -300 -30%
SL
37
Salomon & Ludwin
Virginia
$7.38K – – –
Comerica Bank
38
Comerica Bank
Texas
$2.02K – – –
Wells Fargo
39
Wells Fargo
California
$7 – – –
RRA
40
Round Rock Advisors
Connecticut
– -$4.14M -205,996 Closed
VIA
41
Virtus Investment Advisers
Connecticut
– -$572K -28,448 Closed
MA
42
Mutual Advisors
Nebraska
– -$390K -20,633 Closed
FLPIM
43
F.L. Putnam Investment Management
Massachusetts
– -$227K -11,300 Closed
CPA
44
Compass Planning Associates
Massachusetts
– -$127K -6,300 Closed
1
2

MPV Hedge Fund Activity: Q3 2025 in Review

38 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Barings Participation Investors (MPV) for Q3 2025, worth a combined $47.8M — down 10% from $53.2M a quarter earlier.

Fund positioning in MPV was balanced in Q3 2025: 5 funds opened new positions, 5 closed out, 9 added to existing stakes and 12 trimmed.

The largest buyer was TSP Capital Management Group, opening a new position worth an estimated $5.57M. The largest seller was Round Rock Advisors, exiting entirely with an estimated $4.14M sold.

  • 38 institutional investors held Barings Participation Investors (MPV) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $47.8M of Barings Participation Investors stock for Q3 2025, down 10% quarter-over-quarter.
  • 5 funds opened new Barings Participation Investors positions in Q3 2025 and 5 closed out, a net change of 0 holders.
  • The largest Barings Participation Investors buyer in Q3 2025 was TSP Capital Management Group, an estimated $5.57M added.
  • The largest Barings Participation Investors seller in Q3 2025 was Round Rock Advisors, an estimated $4.14M sold.

Based on aggregated 13F filings for Q3 2025.