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PennantPark Floating Rate Capital

135 hedge funds and large institutions have $208M invested in PennantPark Floating Rate Capital in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

18% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 44

76% less call options, than puts

Call options by funds: $773K | Put options by funds: $3.25M

Holders
135
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$773K
Puts
$3.25M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
76
EP Wealth Advisors
California
$134K
GAMC
77
Garner Asset Management Corp
Texas
$132K
SWA
78
Strategies Wealth Advisors
Michigan
$128K
CA
79
Calton & Associates
Florida
$125K
SFS
80
Sowell Financial Services
Arkansas
$124K
PAG
81
Private Advisor Group
New Jersey
$121K
KWM
82
KW Wealth Management
California
$121K
BAG
83
Bridgewealth Advisory Group
California
$112K
FBB
84
Fulton Breakefield Broenniman
Maryland
$109K
Lido Advisors
85
Lido Advisors
California
$109K
BWM
86
BCO Wealth Management
New Mexico
$109K
PNFSL
87
PW Nova Financial Services LLC
Pennsylvania
$106K
Mariner
88
Mariner
Kansas
$104K
WI
89
Westbourne Investments
Virginia
$101K
TFA
90
Teamwork Financial Advisors
Texas
$101K
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$100K
GT
92
Glenview Trust
Kentucky
$98.7K
SPC
93
Sigma Planning Corp
Michigan
$97.3K
EWA
94
EverSource Wealth Advisors
Alabama
$92.7K
SMA
95
Sage Mountain Advisors
Georgia
$92.7K
IP
96
Investment Partners
Ohio
$92.7K
KCM
97
Key Capital Management
Tennessee
$90.7K
GSWM
98
Golden State Wealth Management
California
$90.4K
KAS
99
Kestra Advisory Services
Texas
$89.2K
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$68K