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MPV

Barings Participation Investors
MPV

34 hedge funds and large institutions have $35.8M invested in Barings Participation Investors in 2025 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 4

3.85% less ownership

Funds ownership: 22.35% → 18.5% (-3.8%)

11% less funds holding

Funds holding: 38 → 34 (-4)

25% less capital invested

Capital invested by funds: $47.8M → $35.8M (-$12M)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
34
Holders Change
-4
Holders Change %
-10.53%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
15
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$212K
2
Bank of America
Bank of America
North Carolina
+$195K
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$184K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$172K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$156K

Top Sellers

Rank Fund Capital Flow
1
TCMG
TSP Capital Management Group
New Jersey
-$5.56M
2
Invesco
Invesco
Georgia
-$2.6M
3
QFW
QTR Family Wealth
Florida
-$524K
4
WA
Whipplewood Advisors
Colorado
-$368K
5
MML Investors Services
MML Investors Services
Massachusetts
-$225K
Name Holding Trade Value Shares
Change 		Change in
Stake
KFAS
26
Keating Financial Advisory Services
Kansas
$47.1K +$57.8K +2,967 New
KAS
27
Kestra Advisory Services
Texas
$29.7K +$36.4K +1,868 New
DJSG
28
D.J. St. Germain
Massachusetts
$22.3K +$506 +26 +2%
WA
29
Whipplewood Advisors
Colorado
$21K -$368K -18,914 -93%
TCOV
30
Trust Company of Vermont
Vermont
$19.1K – – –
PP
31
PFS Partners
New Jersey
$18.1K – – –
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$13.5K – – –
UIA
33
Ulland Investment Advisors
Minnesota
$11K – – –
SL
34
Salomon & Ludwin
Virginia
$6.25K – – –
Comerica Bank
35
Comerica Bank
Texas
$1.59K – – –
Wells Fargo
36
Wells Fargo
California
$3 – – –
Invesco
37
Invesco
Georgia
– -$2.6M -129,040 Closed
QFW
38
QTR Family Wealth
Florida
– -$524K -26,000 Closed
MML Investors Services
39
MML Investors Services
Massachusetts
– -$225K -11,188 Closed
ASN
40
Advisory Services Network
Georgia
– -$62.7K -3,113 Closed
AAS
41
Ameritas Advisory Services
Nebraska
– -$25.5K -1,264 Closed
1
2

MPV Hedge Fund Activity: Q4 2025 in Review

34 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Barings Participation Investors (MPV) for Q4 2025, worth a combined $35.8M — down 25% from $47.8M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of MPV and 2 opened new positions — a net loss of 4 holders — while 4 trimmed existing stakes and 15 added.

The largest buyer was Osaic Holdings, adding an estimated $212K. The largest seller was TSP Capital Management Group, exiting entirely with an estimated $5.56M sold.

  • 34 institutional investors held Barings Participation Investors (MPV) as of Q4 2025, down from 38 in Q3 2025.
  • Funds reported $35.8M of Barings Participation Investors stock for Q4 2025, down 25% quarter-over-quarter.
  • 2 funds opened new Barings Participation Investors positions in Q4 2025 and 6 closed out, a net change of -4 holders.
  • The largest Barings Participation Investors buyer in Q4 2025 was Osaic Holdings, an estimated $212K added.
  • The largest Barings Participation Investors seller in Q4 2025 was TSP Capital Management Group, an estimated $5.56M sold.

Based on aggregated 13F filings for Q4 2025.