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Blue Owl Capital
OBDC

458 hedge funds and large institutions have $3.28B invested in Blue Owl Capital in 2025 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 180 increasing their positions, 121 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 45

49% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 121

46% more call options, than puts

Call options by funds: $9.78M | Put options by funds: $6.72M

4% more funds holding

Funds holding: 440 → 458 (+18)

2.48% more ownership

Funds ownership: 45.69% → 48.16% (+2.5%)

6% less capital invested

Capital invested by funds: $3.49B → $3.28B (-$214M)

10% less funds holding in top 10

Funds holding in top 10: 21 → 19 (-2)

Holders
458
Holders Change
+18
Holders Change %
+4.09%
% of All Funds
6.01%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.25%
New
70
Increased
180
Reduced
121
Closed
45
Calls
$9.78M
Puts
$6.72M
Net Calls
+$3.07M
Net Calls Change
-$2.03M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$42.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$28.2M
3
Marshall Wace
Marshall Wace
United Kingdom
+$19.9M
4
CI
CAZ Investments
Texas
+$16M
5
Bank of America
Bank of America
North Carolina
+$11.6M

Top Sellers

1
CAM
Cresset Asset Management
Illinois
-$20.8M
2
OPERF
Oregon Public Employees Retirement Fund
Oregon
-$12.2M
3
SI
Stephens Inc
Arkansas
-$8.18M
4
LSV Asset Management
LSV Asset Management
Illinois
-$7.27M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
226
Bank of Montreal
Ontario, Canada
$521K +$581K +40,824 New
SF
227
Summit Financial
New Jersey
$518K +$577K +40,528 New
BNP Paribas Financial Markets
228
BNP Paribas Financial Markets
France
$517K +$139K +9,734 +32%
GC
229
Guggenheim Capital
Illinois
$516K +$17.8K +1,252 +3%
EWM
230
Evercore Wealth Management
New York
$508K – – –
NCM
231
Next Capital Management
New York
$503K – – –
CIBC World Market
232
CIBC World Market
Ontario, Canada
$497K +$8.26K +580 +2%
CPA
233
Capital Planning Advisors
California
$481K +$23K +1,618 +4%
CW
234
Channel Wealth
California
$481K +$9.51K +668 +2%
FFA
235
Farther Finance Advisors
California
$476K +$352K +24,699 +196%
Brown Advisory
236
Brown Advisory
Maryland
$473K – – –
CWM
237
Cornerstone Wealth Management
Missouri
$470K -$4.78K -336 -0.9%
VFA
238
Valeo Financial Advisors
Indiana
$455K +$12.9K +905 +3%
BRWA
239
B. Riley Wealth Advisors
Florida
$443K +$8.53K +599 +2%
BWP
240
BlueStem Wealth Partners
Minnesota
$440K +$11.9K +837 +2%
PCG
241
Prosperity Consulting Group
Maryland
$432K +$481K +33,791 New
SWA
242
Strategies Wealth Advisors
Michigan
$431K +$4.75K +334 +1%
BA
243
Bard Associates
Illinois
$429K -$500K -35,115 -52%
SWP
244
Stratos Wealth Partners
Ohio
$428K +$67K +4,706 +16%
VWA
245
Visionary Wealth Advisors
Illinois
$422K -$3.3K -232 -0.7%
BA
246
Bridgewater Associates
Connecticut
$420K +$293K +20,557 +167%
SS
247
Sunbelt Securities
Texas
$417K +$464K +32,623 New
PCA
248
Pallas Capital Advisors
Massachusetts
$416K -$27.8K -1,954 -6%
AWA
249
Arete Wealth Advisors
Illinois
$414K +$60K +4,215 +15%
MA
250
MAS Advisors
Florida
$412K +$58.2K +4,091 +15%
8 9
10
11 12

OBDC Hedge Fund Activity: Q3 2025 in Review

458 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q3 2025, worth a combined $3.28B — down 6.1% from $3.49B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new OBDC positions and 45 closed out — a net gain of 25 holders — while 180 added to existing stakes and 121 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $42.2M. The largest seller was Cresset Asset Management, cutting an estimated $20.8M.

  • 458 institutional investors held Blue Owl Capital (OBDC) as of Q3 2025, up from 440 in Q2 2025.
  • Funds reported $3.28B of Blue Owl Capital stock for Q3 2025, down 6.1% quarter-over-quarter.
  • 70 funds opened new Blue Owl Capital positions in Q3 2025 and 45 closed out, a net change of +25 holders.
  • The largest Blue Owl Capital buyer in Q3 2025 was Fidelity Investments, an estimated $42.2M added.
  • The largest Blue Owl Capital seller in Q3 2025 was Cresset Asset Management, an estimated $20.8M sold.

Based on aggregated 13F filings for Q3 2025.