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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 %
NA
201
Nordwand Advisors
Pennsylvania
$558K +$36.5K +2,545 +7%
CIBC World Market
202
CIBC World Market
Ontario, Canada
$550K -$41.1K -2,866 -7%
FPAS
203
Focus Partners Advisor Solutions
Missouri
$547K +$268K +18,723 +96%
AAS
204
Avantax Advisory Services
Texas
$542K +$5.46K +381 +1%
CWM
205
Cornerstone Wealth Management
Missouri
$532K -$9.54K -665 -2%
Brown Advisory
206
Brown Advisory
Maryland
$531K – – –
CW
207
Channel Wealth
California
$530K -$95.2K -6,637 -15%
CIC
208
Chilton Investment Company
Connecticut
$529K +$275K +19,204 +108%
GCM
209
Greenland Capital Management
New York
$526K +$526K +36,682 New
CPA
210
Capital Planning Advisors
California
$517K – – –
FWP
211
Family Wealth Partners
North Carolina
$516K +$237K +16,524 +85%
MLIC
212
Mandatum Life Insurance Company
Finland
$514K -$159K -11,070 -24%
DWM
213
Diversify Wealth Management
Utah
$508K +$127K +8,877 +33%
VFA
214
Valeo Financial Advisors
Indiana
$498K -$460K -32,096 -48%
PCA
215
Pallas Capital Advisors
Massachusetts
$496K +$15.8K +1,103 +3%
BRWA
216
B. Riley Wealth Advisors
Florida
$489K +$489K +34,081 New
BWP
217
BlueStem Wealth Partners
Minnesota
$482K +$12.7K +887 +3%
SWA
218
Strategies Wealth Advisors
Michigan
$480K +$12.2K +854 +3%
VWA
219
Visionary Wealth Advisors
Illinois
$478K -$41.9K -2,921 -8%
MCP
220
Mirador Capital Partners
California
$469K +$23.6K +1,649 +5%
DFG
221
Demars Financial Group
Washington
$465K -$6.03M -420,363 -93%
AI
222
Accredited Investors
Minnesota
$454K +$215K +15,000 +90%
EFS
223
Essex Financial Services
Connecticut
$449K – – –
PCC
224
Park Circle Company
Maryland
$445K – – –
KFA
225
Kelleher Financial Advisors
New York
$444K +$4.96K +346 +1%
7 8
9
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