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Blue Owl Capital
OBDC

438 hedge funds and large institutions have $3.46B invested in Blue Owl Capital in 2025 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 207 increasing their positions, 84 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 84

84% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 45

62% more call options, than puts

Call options by funds: $9.42M | Put options by funds: $5.82M

43% more funds holding in top 10

Funds holding in top 10: 14 → 20 (+6)

42% more capital invested

Capital invested by funds: $2.43B → $3.46B (+$1.03B)

7% more funds holding

Funds holding: 410 → 438 (+28)

4.81% more ownership

Funds ownership: 41.01% → 45.82% (+4.8%)

Holders
438
Holders Change
+28
Holders Change %
+6.83%
% of All Funds
5.87%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.27%
New
83
Increased
207
Reduced
84
Closed
45
Calls
$9.42M
Puts
$5.82M
Net Calls
+$3.6M
Net Calls Change
+$13.8M

Top Buyers

1
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
+$247M
2
OPERF
Oregon Public Employees Retirement Fund
Oregon
+$167M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$152M
4
VanEck Associates
VanEck Associates
New York
+$117M
5
CAM
Cresset Asset Management
Illinois
+$57.2M

Top Sellers

1
Two Sigma Advisers
Two Sigma Advisers
New York
-$32.4M
2
Two Sigma Investments
Two Sigma Investments
New York
-$10.1M
3
LSV Asset Management
LSV Asset Management
Illinois
-$7.22M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.69M
5
Jane Street
Jane Street
New York
-$5.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
SO
401
Sierra Ocean
California
$23.7K +$24.3K +1,618 New
BLC
402
Brown, Lisle/Cummings
Rhode Island
$22K +$22.5K +1,500 New
Carson Wealth (CWM LLC)
403
Carson Wealth (CWM LLC)
Nebraska
$21K – – –
AWM
404
AllSquare Wealth Management
New York
$20.5K – – –
BHWM
405
Beaird Harris Wealth Management
Texas
$20.5K +$21K +1,400 New
AF
406
Advisornet Financial
Minnesota
$20.4K +$9.01K +600 +76%
TCOV
407
Trust Company of Vermont
Vermont
$17.6K – – –
PB
408
Pinnacle Bancorp
Nebraska
$17.2K – – –
VWA
409
VSM Wealth Advisory
Maryland
$15.3K +$14.7K +981 +1,635%
Northwestern Mutual Wealth Management
410
Northwestern Mutual Wealth Management
Wisconsin
$14.7K -$50.6K -3,372 -77%
GM
411
GeoWealth Management
Illinois
$14.3K – – –
BCMLT
412
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.9K +$330 +22 +3%
SIC
413
SJS Investment Consulting
Ohio
$11.5K – – –
HWM
414
HighMark Wealth Management
Minnesota
$10.6K +$300 +20 +3%
Jones Financial Companies
415
Jones Financial Companies
Missouri
$10.1K -$3.3K -220 -25%
AssetMark Inc
416
AssetMark Inc
California
$9.15K +$9.37K +624 New
CTC
417
Central Trust Company
Missouri
$9.07K +$9.3K +619 New
TRCT
418
Tower Research Capital (TRC)
New York
$9.03K -$187K -12,422 -95%
W
419
WealthCollab
Washington
$8.69K +$6.76K +450 +315%
LI
420
LRI Investments
Florida
$7.98K +$195 +13 +2%
HI
421
Harbour Investments
Wisconsin
$7.73K -$14.2K -943 -64%
CIA
422
Cape Investment Advisory
Georgia
$7.33K – – –
AA
423
Addison Advisors
Vermont
$7.32K +$7.5K +499 New
National Bank of Canada
424
National Bank of Canada
Quebec, Canada
$7.08K -$60.1K -4,002 -89%
AIC
425
Archer Investment Corporation
Indiana
$5.93K +$15 +1 +0.2%
15 16
17
18 19

OBDC Hedge Fund Activity: Q1 2025 in Review

438 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Blue Owl Capital (OBDC) for Q1 2025, worth a combined $3.46B — up 42% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new OBDC positions and 45 closed out — a net gain of 38 holders — while 207 added to existing stakes and 84 trimmed.

The largest buyer was California State Teachers Retirement System (CalSTRS), opening a new position worth an estimated $247M. The largest seller was Two Sigma Advisers, cutting an estimated $32.4M.

  • 438 institutional investors held Blue Owl Capital (OBDC) as of Q1 2025, up from 410 in Q4 2024.
  • Funds reported $3.46B of Blue Owl Capital stock for Q1 2025, up 42% quarter-over-quarter.
  • 83 funds opened new Blue Owl Capital positions in Q1 2025 and 45 closed out, a net change of +38 holders.
  • The largest Blue Owl Capital buyer in Q1 2025 was California State Teachers Retirement System (CalSTRS), an estimated $247M added.
  • The largest Blue Owl Capital seller in Q1 2025 was Two Sigma Advisers, an estimated $32.4M sold.

Based on aggregated 13F filings for Q1 2025.