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MPV

Barings Participation Investors

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: 3834 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.76M -$104K -5,334 -2%
B
2
Barings
North Carolina
$4.5M +$52K +2,673 +1%
TCMG
3
TSP Capital Management Group
New Jersey
$4.45M -$5.56M -285,455 Closed
BEI
4
Benjamin Edwards Inc
Missouri
$3.98M +$31.5K +1,617 +0.7%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.22M +$212K +10,902 +6%
LPL Financial
6
LPL Financial
California
$2.58M +$86K +4,418 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.12M +$156K +8,007 +6%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.61M +$154K +7,910 +8%
SAM
9
Smith Asset Management
Florida
$1.12M -$63.8K -3,275 -4%
Bank of America
10
Bank of America
North Carolina
$1.06M +$195K +10,000 +18%
SWM
11
Schwallier Wealth Management
Michigan
$848K
CFMC
12
Curbstone Financial Management Corp
New Hampshire
$762K
CSC
13
Caldwell Sutter Capital
California
$695K
Jones Financial Companies
14
Jones Financial Companies
Missouri
$565K +$184K +9,436 +36%
Raymond James Financial
15
Raymond James Financial
Florida
$479K -$108K -5,564 -16%
Vanguard Group
16
Vanguard Group
Pennsylvania
$464K
UBS Group
17
UBS Group
Switzerland
$400K +$38.4K +1,970 +8%
NA
18
NewEdge Advisors
Louisiana
$336K +$26.4K +1,355 +7%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$318K +$172K +8,832 +79%
Jane Street
20
Jane Street
New York
$311K +$142K +7,311 +60%
OC
21
Oppenheimer & Co
New York
$299K +$17.5K +900 +5%
PI
22
PFG Investments
New York
$278K +$7.34K +377 +2%
SA
23
Sanctuary Advisors
Indiana
$270K
MA
24
Montag & Associates
Georgia
$154K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$48K

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.