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Palmer Square Capital BDC

35 hedge funds and large institutions have $229M invested in Palmer Square Capital BDC in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 6

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

10.43% more ownership

Funds ownership: 41.96%52.4% (+10%)

9% more capital invested

Capital invested by funds: $210M → $229M (+$19.5M)

6% more funds holding

Funds holding: 3335 (+2)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.47%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
18
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OM
1
OV Management
Minnesota
$49.7M
Mariner
2
Mariner
Kansas
$49.4M +$21.9M +1,431,077 +63%
1M
3
1248 Management
Missouri
$40.5M +$12M +782,271 +36%
FTCM
4
First Trust Capital Management
Illinois
$26.6M -$143K -9,376 -0.5%
BCM
5
Bienville Capital Management
New York
$14M +$5.24M +343,161 +51%
PL
6
Pandi LLC
Kansas
$12.1M
SA
7
Sunesis Advisors
Kansas
$6.29M +$7.21M +472,034 New
Fidelity Investments
8
Fidelity Investments
Massachusetts
$5.01M -$19.6K -1,282 -0.3%
AP
9
Arlington Partners
Alabama
$4.45M +$509K +33,276 +11%
Bank of America
10
Bank of America
North Carolina
$3.81M +$366K +23,972 +9%
VCM
11
Vivaldi Capital Management
Illinois
$2.93M +$3.36M +220,137 New
Millennium Management
12
Millennium Management
New York
$2.16M +$73.8K +4,831 +3%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$2.14M +$1.17M +76,743 +91%
CIM
14
Confluence Investment Management
Missouri
$1.41M +$16.7K +1,093 +1%
Renaissance Technologies
15
Renaissance Technologies
New York
$1.19M +$419K +27,400 +44%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$1.02M -$94.8K -6,200 -7%
Franklin Resources
17
Franklin Resources
California
$923K +$175K +11,445 +20%
Raymond James Financial
18
Raymond James Financial
Florida
$686K +$787K +51,504 New
Two Sigma Investments
19
Two Sigma Investments
New York
$599K +$88.2K +5,770 +15%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$597K -$9.6K -628 -1%
Citadel Advisors
21
Citadel Advisors
Florida
$570K +$8.51K +557 +1%
AP
22
Atwood & Palmer
Missouri
$453K +$520K +34,010 New
HF
23
HRT Financial
New York
$443K +$79.3K +5,190 +18%
UBS Group
24
UBS Group
Switzerland
$410K -$113K -7,390 -19%
Jane Street
25
Jane Street
New York
$360K +$413K +27,017 New

PSBD Hedge Fund Activity: Q1 2025 in Review

35 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Palmer Square Capital BDC (PSBD) for Q1 2025, worth a combined $229M — up 9.3% from $210M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PSBD positions and 5 closed out — a net gain of 2 holders — while 18 added to existing stakes and 6 trimmed.

The largest buyer was Mariner, adding an estimated $21.9M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $1.18M sold.

  • 35 institutional investors held Palmer Square Capital BDC (PSBD) as of Q1 2025, up from 33 in Q4 2024.
  • Funds reported $229M of Palmer Square Capital BDC stock for Q1 2025, up 9.3% quarter-over-quarter.
  • 7 funds opened new Palmer Square Capital BDC positions in Q1 2025 and 5 closed out, a net change of +2 holders.
  • The largest Palmer Square Capital BDC buyer in Q1 2025 was Mariner, an estimated $21.9M added.
  • The largest Palmer Square Capital BDC seller in Q1 2025 was Bank of New York Mellon, an estimated $1.18M sold.

Based on aggregated 13F filings for Q1 2025.