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Blue Owl Capital
OBDC

Overview Fund Activity

428 hedge funds and large institutions have $3.47B invested in Blue Owl Capital in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 187 increasing their positions, 112 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-3
Holders Change %
-0.7%
% of All Funds
5.74%
Holding in Top 10
21
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5%
% of All Funds
0.28%
New
51
Increased
187
Reduced
112
Closed
43
Calls
$8.94M
Puts
$3.84M
Net Calls
+$5.09M
Net Calls Change
+$1.49M

Top Buyers

1
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
+$219M
2
HLA
Hamilton Lane Advisors
Pennsylvania
+$48.8M
3
UBS Group
UBS Group
Switzerland
+$34.7M
4
Morgan Stanley
Morgan Stanley
New York
+$27.9M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$23.7M

Top Sellers

1
SONJCPFE
State of New Jersey Common Pension Fund E
New Jersey
-$334M
2
Millennium Management
Millennium Management
New York
-$13.7M
3
Marshall Wace
Marshall Wace
United Kingdom
-$11.5M
4
CIG
Capricorn Investment Group
California
-$10.9M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
251
Accurate Wealth Management
Florida
$362K -$13.7K -940 -4%
LSWP
252
Liberty Square Wealth Partners
Pennsylvania
$360K – – –
AF
253
Atala Financial
California
$358K -$30.2K -2,108 -8%
VWM
254
Venturi Wealth Management
Texas
$353K +$206K +14,400 +141%
AA
255
Ancora Advisors
Ohio
$345K -$3.32M -231,802 -91%
JWCA
256
J.W. Cole Advisors
Florida
$340K -$44.9K -3,133 -12%
TSS
257
Two Sigma Securities
New York
$332K +$332K +23,162 New
Wealthfront Advisers
258
Wealthfront Advisers
California
$328K +$328K +22,898 New
CFO
259
Callan Family Office
Pennsylvania
$325K +$325K +22,642 New
DA
260
DCM Advisors
New York
$322K -$24K -1,750 -7%
CG
261
CFO4Life Group
Texas
$322K +$1.55K +108 +0.5%
TYCC
262
Texas Yale Capital Corp
Florida
$319K +$136K +9,500 +74%
BWA
263
BlueChip Wealth Advisors
Georgia
$319K +$159K +13,318 +99%
DFS
264
Dixon Fnancial Services
California
$305K – – –
SCM
265
Sterneck Capital Management
Missouri
$304K +$81.2K +5,660 +36%
TWM
266
TCFG Wealth Management
California
$304K +$674 +47 +0.2%
RWM
267
Ritholtz Wealth Management
New York
$303K -$164K -11,402 -35%
CIG
268
Cascade Investment Group
Colorado
$302K – – –
PCIA
269
Prime Capital Investment Advisors
Kansas
$300K -$54.5K -3,800 -15%
S
270
SignatureFD
Georgia
$299K -$24.6K -1,717 -8%
TFA
271
Teamwork Financial Advisors
Texas
$299K +$602 +42 +0.2%
IIA
272
IPG Investment Advisors
California
$296K -$99.6K -6,770 -25%
ACM
273
Alamar Capital Management
California
$294K – – –
ACC
274
Acorn Creek Capital
Colorado
$294K -$92.4K -6,443 -24%
OFG
275
Oxford Financial Group
Indiana
$294K – – –
9 10
11
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