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

$5.276704546937e+135T

% of Float Held

2.8725046095740264e+253%

QoQ Change in Holders

+15 / -2

Price History

$10.40$11.91$13.42$14.93$16.44Aug 24Jun 25Mar 26

PSBD — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
StoryOne LLCNew Position+0+$527.7M
Pandi, LLCNew Position+912K+$11.1M
RIVERNORTH CAPITAL MANAGEMENT, LLCNew Position+581K+$7.1M
Sunesis Advisors, LLCNew Position+299K+$3.6M
Hennion & Walsh Asset Management, Inc.New Position+220K+$2.7M
Closed-End Fund Advisors, Inc.New Position+220K+$2.7M
Opal Wealth Advisors, LLCNew Position+76K+$930K
Advisor OS, LLCNew Position+56K+$683K
Mid-American Wealth Advisory Group, Inc.New Position+55K+$664K
Prime Capital Investment Advisors, LLCNew Position+26K+$316K
HARBOUR INVESTMENTS, INC.New Position+7K+$85K
Arlington Trust Co LLCNew Position+5K+$63K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+400+$4K
TWO SIGMA SECURITIES, LLCNew Position+10K+$0
Clear Harbor Asset Management, LLCNew Position+25K+$0

PSBD — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Mariner, LLCDecreased-424K-$37.7B
First Trust Capital Management L.P.Decreased-1-$15.8B
Bienville Capital Management, LLCDecreased-356K-$11.6B
MORGAN STANLEYDecreased-238K-$3.2B
FMR LLCDecreased-161K-$2.9B
MILLENNIUM MANAGEMENT LLCDecreased-21K-$1.6B
MARSHALL WACE, LLPDecreased-78K-$1.3B
Caprock Group, LLCDecreased-12K-$1.1B
CONFLUENCE INVESTMENT MANAGEMENT LLCDecreased-2K-$315.8M
UBS Group AGDecreased-21K-$296.7M
ROYAL BANK OF CANADADecreased-928-$164.0M
JPMORGAN CHASE & COClosed Position-6K-$84.6M
WELLS FARGO & COMPANY/MNDecreased-3K-$30.7M
Tower Research Capital LLC (TRC)Closed Position-100-$1.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1StoryOne LLC0$527.7M0.32%Share
2OV Management LLC3,730,065$45.5M39.38%Share
31248 Management, LLC2,954,713$37.0M19.89%Share
4Mariner, LLC2,654,014$32.0M0.04%Share
5First Trust Capital Management L.P.1,288,337$15.7M0.95%Share
6Pandi, LLC911,854$11.1M1.77%Share
7RIVERNORTH CAPITAL MANAGEMENT, LLC580,542$7.1M0.33%Share
8Bienville Capital Management, LLC558,394$7.0M1.12%Share
9BANK OF AMERICA CORP /DE/520,384$6.0M0.00%Share
10Sunesis Advisors, LLC298,959$3.6M1.65%Share
11Hennion & Walsh Asset Management, Inc.220,334$2.7M0.09%Share
12Closed-End Fund Advisors, Inc.220,334$2.7M1.59%Share
13Vivaldi Capital Management LP215,336$2.6M0.36%Share
14TWO SIGMA INVESTMENTS, LP242,407$2.0M0.00%Share
15TWO SIGMA ADVISERS, LP193,600$2.0M0.00%Share
16RENAISSANCE TECHNOLOGIES LLC183,000$2.0M0.00%Share
17Pacer Advisors, Inc.1,000,000$1.0M0.00%Share
18Pacer Advisors, Inc.1,000,000$1.0M0.00%Share
19Pacer Advisors, Inc.1,000,000$1.0M0.00%Share
20MILLENNIUM MANAGEMENT LLC112,838$1.0M0.00%Share
21BlackRock, Inc.105,354$1.0M0.00%Share
22CITADEL ADVISORS LLC110,923$1.0M0.00%Share
23Opal Wealth Advisors, LLC76,334$930K0.24%Share
24Caprock Group, LLC62,395$787K0.02%Share
25Mid-American Wealth Advisory Group, Inc.54,528$664K0.28%Share
26Trexquant Investment LP50,118$610K0.01%Share
27Advisor OS, LLC31,036$378K0.03%Share
28Prime Capital Investment Advisors, LLC26,000$316K0.00%Share
29CONFLUENCE INVESTMENT MANAGEMENT LLC23,401$285K0.00%Share
30Advisor OS, LLC20,245$246K0.02%Share
31HARBOUR INVESTMENTS, INC.7,000$85K0.00%Share
32Arlington Trust Co LLC5,198$63K0.01%Share
33Advisor OS, LLC4,355$53K0.00%Share
34UBS Group AG3,183$38K0.00%Share
35Pacer Advisors, Inc.273$13K0.00%Share
36Pacer Advisors, Inc.33,250$12K0.00%Share
37Advisor OS, LLC525$6K0.00%Share
38INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC400$4K0.00%Share
39Pacer Advisors, Inc.95$1K0.00%Share
40Creative Planning20,319$00.00%Share
41TWO SIGMA SECURITIES, LLC10,139$00.00%Share
42CITADEL ADVISORS LLC9,081$00.00%Share
43ROYAL BANK OF CANADA12,413$00.00%Share
44MARSHALL WACE, LLP20,986$00.00%Share
45MARSHALL WACE, LLP10,604$00.00%Share
46Dorsey & Whitney Trust CO LLC10,452$00.00%Share
47Clear Harbor Asset Management, LLC25,047$00.00%Share
48JANE STREET GROUP, LLC30,566$00.00%Share
49UMB Bank, n.a.81,522$00.00%Share
50XTX Topco Ltd28,792$00.00%Share

PSBD Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202546$717.2M+17
Q3 202529$176.1B-3
Q2 202532$228.1B-4
Q1 202536$224.9B+2
Q4 202434$3.1T+5
Q3 202429$41.8T+1
Q2 202428$27.5T+3
Q1 202425$27.8T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold PSBD (Palmer Square Capital BDC Inc.). The largest holder is StoryOne LLC with $527.7M in shares. This quarter, 15 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 StoryOne LLC with $527.7M in shares.

Is institutional ownership of PSBD increasing or decreasing?

This quarter, 15 institutions opened new positions in PSBD and 2 closed their positions.