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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 %
CIBC World Market
201
CIBC World Market
Ontario, Canada
$550K -$41.1K -2,866 -7%
FPAS
202
Focus Partners Advisor Solutions
Missouri
$547K +$268K +18,723 +96%
AAS
203
Avantax Advisory Services
Texas
$542K +$5.46K +381 +1%
CWM
204
Cornerstone Wealth Management
Missouri
$532K -$9.54K -665 -2%
Brown Advisory
205
Brown Advisory
Maryland
$531K – – –
CW
206
Channel Wealth
California
$530K -$95.2K -6,637 -15%
CIC
207
Chilton Investment Company
Connecticut
$529K +$275K +19,204 +108%
GCM
208
Greenland Capital Management
New York
$526K +$526K +36,682 New
CPA
209
Capital Planning Advisors
California
$517K – – –
FWP
210
Family Wealth Partners
North Carolina
$516K +$237K +16,524 +85%
MLIC
211
Mandatum Life Insurance Company
Finland
$514K -$159K -11,070 -24%
DWM
212
Diversify Wealth Management
Utah
$508K +$127K +8,877 +33%
VFA
213
Valeo Financial Advisors
Indiana
$498K -$460K -32,096 -48%
PCA
214
Pallas Capital Advisors
Massachusetts
$496K +$15.8K +1,103 +3%
BRWA
215
B. Riley Wealth Advisors
Florida
$489K +$489K +34,081 New
BWP
216
BlueStem Wealth Partners
Minnesota
$482K +$12.7K +887 +3%
SWA
217
Strategies Wealth Advisors
Michigan
$480K +$12.2K +854 +3%
VWA
218
Visionary Wealth Advisors
Illinois
$478K -$41.9K -2,921 -8%
MCP
219
Mirador Capital Partners
California
$469K +$23.6K +1,649 +5%
DFG
220
Demars Financial Group
Washington
$465K -$6.03M -420,363 -93%
AI
221
Accredited Investors
Minnesota
$454K +$215K +15,000 +90%
EFS
222
Essex Financial Services
Connecticut
$449K – – –
PCC
223
Park Circle Company
Maryland
$445K – – –
KFA
224
Kelleher Financial Advisors
New York
$444K +$4.96K +346 +1%
KWM
225
Kingsview Wealth Management
Oregon
$442K +$100 +7 +0%
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