Who Owns Palmer Square Capital BDC Inc. (PSBD)?Hedge Fund & Institutional Holders

$10.26-0.40 (-3.77%)Financial ServicesNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.5469000370000003e+204T

% of Float Held

2.8725046095740156e+253%

QoQ Change in Holders

+10 / -2

Price History

$10.25$11.80$13.35$14.89$16.44Sep 24Jun 25Mar 26

PSBD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Pandi, LLCNew Position+912K+$11.1B
RIVERNORTH CAPITAL MANAGEMENT, LLCNew Position+581K+$7.1B
BANK OF AMERICA CORP /DE/Increased+153K+$6.0B
Sunesis Advisors, LLCNew Position+299K+$3.6B
Hennion & Walsh Asset Management, Inc.New Position+220K+$2.7B
Opal Wealth Advisors, LLCNew Position+76K+$930.0M
CITADEL ADVISORS LLCIncreased+101K+$769.6M
TWO SIGMA ADVISERS, LPIncreased+93K+$765.6M
Advisor OS, LLCNew Position+56K+$683.0M
Mid-American Wealth Advisory Group, Inc.New Position+55K+$664.0M
StoryOne LLCNew Position+0+$527.7M
TWO SIGMA INVESTMENTS, LPIncreased+111K+$385.9M
RENAISSANCE TECHNOLOGIES LLCIncreased+29K+$109.2M
Arlington Trust Co LLCNew Position+5K+$63.0M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+400+$4.0M

PSBD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Mariner, LLCDecreased-424K-$37.7B
MARSHALL WACE, LLPDecreased-78K-$1.3B
Caprock Group, LLCDecreased-12K-$1.1B
MILLENNIUM MANAGEMENT LLCDecreased-21K-$647.2M
UBS Group AGDecreased-21K-$258.8M
ROYAL BANK OF CANADADecreased-928-$164.0M
First Trust Capital Management L.P.Decreased-1-$103.9M
JPMORGAN CHASE & COClosed Position-6K-$84.0M
CONFLUENCE INVESTMENT MANAGEMENT LLCDecreased-2K-$31.1M
WELLS FARGO & COMPANY/MNDecreased-3K-$30.7M
Bienville Capital Management, LLCDecreased-356K-$4.6M
MORGAN STANLEYDecreased-238K-$3.2M
FMR LLCDecreased-161K-$2.9M
Tower Research Capital LLC (TRC)Closed Position-100-$1.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1OV Management LLC3,730,065$45.5B39.38%Share
21248 Management, LLC2,954,713$37.0B19.89%Share
3First Trust Capital Management L.P.1,288,337$15.7B0.95%Share
4Pandi, LLC911,854$11.1B1.77%Share
5RIVERNORTH CAPITAL MANAGEMENT, LLC580,542$7.1B0.33%Share
6BANK OF AMERICA CORP /DE/520,384$6.0B0.00%Share
7Sunesis Advisors, LLC298,959$3.6B1.65%Share
8Hennion & Walsh Asset Management, Inc.220,334$2.7B0.09%Share
9TWO SIGMA ADVISERS, LP193,600$2.0B0.00%Share
10TWO SIGMA INVESTMENTS, LP242,407$2.0B0.00%Share
11RENAISSANCE TECHNOLOGIES LLC183,000$2.0B0.00%Share
12CITADEL ADVISORS LLC110,923$1.0B0.00%Share
13MILLENNIUM MANAGEMENT LLC112,838$1.0B0.00%Share
14Opal Wealth Advisors, LLC76,334$930.0M0.24%Share
15Mid-American Wealth Advisory Group, Inc.54,528$664.0M0.28%Share
16StoryOne LLC0$527.7M0.32%Share
17Advisor OS, LLC31,036$378.0M0.03%Share
18CONFLUENCE INVESTMENT MANAGEMENT LLC23,401$285.0M0.00%Share
19Advisor OS, LLC20,245$246.0M0.02%Share
20Arlington Trust Co LLC5,198$63.0M0.01%Share
21Advisor OS, LLC4,355$53.0M0.00%Share
22UBS Group AG3,183$38.0M0.00%Share
23Mariner, LLC2,654,014$32.0M0.04%Share
24Bienville Capital Management, LLC558,394$7.0M1.12%Share
25Advisor OS, LLC525$6.0M0.00%Share
26INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC400$4.0M0.00%Share
27Closed-End Fund Advisors, Inc.220,334$2.7M1.59%Share
28Vivaldi Capital Management LP215,336$2.6M0.36%Share
29Pacer Advisors, Inc.1,000,000$1.0M0.00%Share
30Pacer Advisors, Inc.1,000,000$1.0M0.00%Share
31Pacer Advisors, Inc.1,000,000$1.0M0.00%Share
32BlackRock, Inc.105,354$1.0M0.00%Share
33Caprock Group, LLC62,395$787K0.02%Share
34Trexquant Investment LP50,118$610K0.01%Share
35Prime Capital Investment Advisors, LLC26,000$316K0.00%Share
36HARBOUR INVESTMENTS, INC.7,000$85K0.00%Share
37Pacer Advisors, Inc.273$13K0.00%Share
38Pacer Advisors, Inc.33,250$12K0.00%Share
39Pacer Advisors, Inc.95$1K0.00%Share
40BNP PARIBAS FINANCIAL MARKETS28,634$00.00%Share
41XTX Topco Ltd28,792$00.00%Share
42Point72 Asset Management, L.P.14,035$00.00%Share
43CITADEL ADVISORS LLC9,081$00.00%Share
44FMR LLC74,067$00.00%Share
45TWO SIGMA SECURITIES, LLC10,139$00.00%Share
46MARSHALL WACE, LLP20,986$00.00%Share
47UMB Bank, n.a.81,522$00.00%Share
48MARSHALL WACE, LLP10,604$00.00%Share
49JANE STREET GROUP, LLC8,965$00.00%Share
50JANE STREET GROUP, LLC30,566$00.00%Share

PSBD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202546$139.9B+17
Q3 202529$150.1B-3
Q2 202532$210.2B-4
Q1 202536$202.6B+2
Q4 202434$182.6B+5
Q3 202429$626.1B+1
Q2 202428$41.7B+3
Q1 202425$44.9B—

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As of Q4 2025, 50 institutional investors hold PSBD (Palmer Square Capital BDC Inc.). The largest holder is OV Management LLC with $45.5B in shares. This quarter, 10 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own PSBD?

As of Q4 2025, 50 institutional investors report holding PSBD (Palmer Square Capital BDC Inc.) in their 13F filings.

Who is the largest institutional holder of PSBD?

The largest institutional holder of PSBD is OV Management LLC with $45.5B in shares.

Is institutional ownership of PSBD increasing or decreasing?

This quarter, 10 institutions opened new positions in PSBD and 2 closed their positions.