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Blue Owl Capital
OBDC

Overview Fund Activity

427 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, 186 increasing their positions, 112 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
-4
Holders Change %
-0.93%
% of All Funds
5.73%
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
186
Reduced
112
Closed
43
Calls
$8.94M
Puts
$3.84M
Net Calls
+$5.09M
Net Calls Change
+$1.49M

Top Buyers

1
SONJCPFA
1
State of New Jersey Common Pension Fund A
New Jersey
$219M
2
HLA
2
Hamilton Lane Advisors
Pennsylvania
$48.8M
3
UBS Group
3
UBS Group
Switzerland
$77.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$146M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$168M

Top Sellers

1
SONJCPFE
1
State of New Jersey Common Pension Fund E
New Jersey
$0
2
Millennium Management
2
Millennium Management
New York
$2.1M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
CIG
4
Capricorn Investment Group
California
$0
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BTI
351
Blue Trust Inc
Georgia
$142K -$58.5K -4,078 -29%
US Bancorp
352
US Bancorp
Minnesota
$136K – – –
SS
353
SBI Securities
Japan
$129K +$1.13K +79 +0.9%
EWA
354
EverSource Wealth Advisors
Alabama
$125K +$64.4K +4,494 +106%
GRP
355
Global Retirement Partners
California
$116K +$116K +8,115 New
T
356
Transce3nd
Texas
$110K – – –
HIMS
357
Hager Investment Management Services
New Hampshire
$91.8K – – –
WCM
358
Westend Capital Management
California
$74.3K -$1.64K -114 -2%
MEG
359
Millstone Evans Group
Colorado
$71.7K – – –
CSPIA
360
Cary Street Partners Investment Advisory
Virginia
$63.1K -$20.1K -1,400 -24%
CFO
361
CVA Family Office
Colorado
$58.8K – – –
ZBNA
362
Zions Bancorporation, National Association
Utah
$57.4K – – –
EDRH
363
Edmond de Rothschild Holding
Switzerland
$55.6K – – –
Citigroup
364
Citigroup
New York
$53.3K -$523K -36,467 -91%
AF
365
Allworth Financial
California
$53K +$52.8K +3,680 +24,533%
CA
366
Clearstead Advisors
Ohio
$52.3K +$14.5K +1,010 +38%
SWM
367
Spire Wealth Management
Virginia
$48.7K +$8.55K +596 +21%
PTC
368
Private Trust Company
Ohio
$44.8K +$20.8K +1,449 +87%
AIM
369
Anchor Investment Management
South Carolina
$43K – – –
FHA
370
First Horizon Advisors
Tennessee
$40.3K +$40.3K +2,811 New
NFSG
371
Newbridge Financial Services Group
Florida
$40.1K +$488 +34 +1%
GWSG
372
GPS Wealth Strategies Group
Colorado
$39.5K – – –
BAMF
373
BI Asset Management Fondsmaeglerselskab
Denmark
$37K – – –
HWA
374
Heritage Wealth Advisors
Virginia
$34.4K – – –
HNB
375
Huntington National Bank
Ohio
$32.8K -$53.1K -3,700 -62%
13 14
15
16 17