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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
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
$77.2M
4
Morgan Stanley
Morgan Stanley
New York
$146M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$168M

Top Sellers

1
SONJCPFE
State of New Jersey Common Pension Fund E
New Jersey
$0
2
Millennium Management
Millennium Management
New York
$2.1M
3
Marshall Wace
Marshall Wace
United Kingdom
$0
4
CIG
Capricorn Investment Group
California
$0
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Capstone Investment Advisors
176
Capstone Investment Advisors
New York
$802K +$802K +55,959 New
WAG
177
Winthrop Advisory Group
Massachusetts
$792K -$50K -3,400 -6%
AWS
178
Atria Wealth Solutions
New York
$774K -$336K -22,813 -30%
AWE
179
Avidian Wealth Enterprises
Texas
$773K +$773K +53,918 New
SW
180
SteelPeak Wealth
California
$773K +$114K +7,740 +17%
CAG
181
Csenge Advisory Group
Florida
$772K – – –
Neuberger Berman Group
182
Neuberger Berman Group
New York
$742K +$38.4K +2,680 +5%
William Blair & Company
183
William Blair & Company
Illinois
$741K +$93.2K +6,500 +14%
IAS
184
Insigneo Advisory Services
Florida
$732K +$130K +9,088 +22%
BI
185
Bramshill Investments
Florida
$717K -$1.76K -123 -0.2%
IWC
186
Integrated Wealth Concepts
Massachusetts
$693K +$75.8K +5,286 +12%
EFG
187
Ethos Financial Group
Pennsylvania
$679K +$75.2K +5,240 +12%
WS
188
Wedbush Securities
California
$672K +$63.2K +4,406 +10%
Mercer Global Advisors
189
Mercer Global Advisors
Colorado
$672K +$409K +28,487 +155%
FG
190
Fiduciary Group
Georgia
$662K +$139K +9,661 +26%
GSEP
191
Golden State Equity Partners
California
$653K -$1.59K -111 -0.2%
Two Sigma Advisers
192
Two Sigma Advisers
New York
$634K -$202K -14,100 -24%
TA
193
TruWealth Advisors
Louisiana
$614K – – –
LWA
194
Lantern Wealth Advisors
New York
$607K +$607K +42,304 New
Axa
195
Axa
France
$596K – – –
Nomura Asset Management
196
Nomura Asset Management
Japan
$585K -$30.8K -2,150 -5%
EWM
197
Evercore Wealth Management
New York
$571K -$47.3K -3,300 -8%
NCM
198
Next Capital Management
New York
$564K – – –
GC
199
Guggenheim Capital
Illinois
$562K +$32.6K +2,272 +6%
NA
200
Nordwand Advisors
Pennsylvania
$558K +$36.5K +2,545 +7%
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