We are live on ! Find out more
MPV

Barings Participation Investors

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: 3838 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.15M -$370K -18,931 -6%
TCMG
2
TSP Capital Management Group
New Jersey
$5.75M +$5.57M +285,455 New
B
3
Barings
North Carolina
$5.65M +$51.5K +2,638 +0.9%
BEI
4
Benjamin Edwards Inc
Missouri
$5.01M -$375K -19,209 -7%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.83M -$76.9K -3,940 -2%
LPL Financial
6
LPL Financial
California
$3.19M -$171K -8,759 -5%
Invesco
7
Invesco
Georgia
$2.6M +$71.3K +3,650 +3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.53M +$14.6K +746 +0.6%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.88M -$54.6K -2,799 -3%
SAM
10
Smith Asset Management
Florida
$1.48M -$22.2K -1,139 -2%
Bank of America
11
Bank of America
North Carolina
$1.14M +$15.6K +800 +1%
CFMC
12
Curbstone Financial Management Corp
New Hampshire
$967K -$9.76K -500 -1%
SWM
13
Schwallier Wealth Management
Michigan
$906K
CSC
14
Caldwell Sutter Capital
California
$882K
Raymond James Financial
15
Raymond James Financial
Florida
$719K -$11.5K -590 -2%
Vanguard Group
16
Vanguard Group
Pennsylvania
$588K
QFW
17
QTR Family Wealth
Florida
$524K +$508K +26,000 New
Jones Financial Companies
18
Jones Financial Companies
Missouri
$513K +$61.5K +3,152 +14%
UBS Group
19
UBS Group
Switzerland
$467K +$4.33K +222 +1%
WA
20
Whipplewood Advisors
Colorado
$408K -$30.2K -1,545 -7%
NA
21
NewEdge Advisors
Louisiana
$399K +$98.1K +5,027 +34%
OC
22
Oppenheimer & Co
New York
$361K
PI
23
PFG Investments
New York
$345K -$13.5K -689 -4%
SA
24
Sanctuary Advisors
Indiana
$342K
Jane Street
25
Jane Street
New York
$248K +$240K +12,286 New

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.