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MPV

Barings Participation Investors

38 hedge funds and large institutions have $53.2M invested in Barings Participation Investors in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

20% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 10

16% more capital invested

Capital invested by funds: $45.8M → $53.2M (+$7.43M)

9% more funds holding

Funds holding: 3538 (+3)

2.22% less ownership

Funds ownership: 24.46%22.24% (-2.2%)

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.51M +$165K +9,380 +3%
TCMG
2
TSP Capital Management Group
New Jersey
$5.74M -$5.16M -293,222 Closed
B
3
Barings
North Carolina
$5.58M +$47.2K +2,686 +1%
BEI
4
Benjamin Edwards Inc
Missouri
$5.38M -$177K -10,077 -4%
RRA
5
Round Rock Advisors
Connecticut
$4.14M +$66.1K +3,758 +2%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.94M +$270K +15,329 +8%
LPL Financial
7
LPL Financial
California
$3.36M +$334K +18,999 +13%
Invesco
8
Invesco
Georgia
$2.52M +$19.2K +1,092 +0.9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.51M +$7.26K +413 +0.3%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.93M +$5.86K +333 +0.3%
SAM
11
Smith Asset Management
Florida
$1.5M -$18.1K -1,028 -1%
Bank of America
12
Bank of America
North Carolina
$1.12M
CFMC
13
Curbstone Financial Management Corp
New Hampshire
$975K -$70.3K -4,000 -8%
SWM
14
Schwallier Wealth Management
Michigan
$905K +$14.9K +846 +2%
CSC
15
Caldwell Sutter Capital
California
$880K -$25.4K -1,442 -3%
Raymond James Financial
16
Raymond James Financial
Florida
$730K -$26.7K -1,521 -4%
Vanguard Group
17
Vanguard Group
Pennsylvania
$587K
VIA
18
Virtus Investment Advisers
Connecticut
$572K -$185K -10,501 -27%
UBS Group
19
UBS Group
Switzerland
$462K -$161K -9,177 -29%
Jones Financial Companies
20
Jones Financial Companies
Missouri
$451K +$13.4K +763 +3%
WA
21
Whipplewood Advisors
Colorado
$438K +$383K +21,783 New
MA
22
Mutual Advisors
Nebraska
$390K -$96.2K -5,473 -21%
OC
23
Oppenheimer & Co
New York
$360K
PI
24
PFG Investments
New York
$358K +$5.96K +339 +2%
SA
25
Sanctuary Advisors
Indiana
$341K

MPV Hedge Fund Activity: Q2 2025 in Review

38 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Barings Participation Investors (MPV) for Q2 2025, worth a combined $53.2M — up 16% from $45.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MPV positions and 3 closed out — a net gain of 3 holders — while 12 added to existing stakes and 10 trimmed.

The largest buyer was Whipplewood Advisors, opening a new position worth an estimated $383K. The largest seller was TSP Capital Management Group, exiting entirely with an estimated $5.16M sold.

  • 38 institutional investors held Barings Participation Investors (MPV) as of Q2 2025, up from 35 in Q1 2025.
  • Funds reported $53.2M of Barings Participation Investors stock for Q2 2025, up 16% quarter-over-quarter.
  • 6 funds opened new Barings Participation Investors positions in Q2 2025 and 3 closed out, a net change of +3 holders.
  • The largest Barings Participation Investors buyer in Q2 2025 was Whipplewood Advisors, an estimated $383K added.
  • The largest Barings Participation Investors seller in Q2 2025 was TSP Capital Management Group, an estimated $5.16M sold.

Based on aggregated 13F filings for Q2 2025.