Blue Owl Capital

OBDC • NYSE

Blue Owl Capital is a financial - credit services company in the financial services sector on NYSE, led by Mr. Packer, with a market cap of $6.7B. As of Q3 2025, 48% of shares are held by 448 institutional investors, with CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM as the largest holder at 3.22%.

Senior Managing Director and Director of Blue OwlMr. Packer

Market Cap$6.7B

Financial - Credit Services

Financial Services

Websiteblueowlcapitalcorporation.com

Country

United States of America

Overview

Overview of institutional ownership in OBDC as of Q3 2025 with a market cap of $6.5B

All Institutions

Institutions: 448
Value Held: $3.1B
Shares Held: 244.9M
Avg Position: $7.0M
Median Position: $512.2K

Hedge Funds

Hedge Funds: 35
Value Held: $64.4M
Shares Held: 5.0M
Avg Position: $1.8M
Median Position: $623.8K

Ownership Breakdown

Institutional (non-HF)

47.0%

$3.1B

Hedge Funds

0.987%

$64.4M

Retail & Other

52.01%

$3.4B

Based on market cap of $6.5B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in OBDC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
C CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Institution	-	$210.0M 0.22% of portfolio	3.22% 16.4M shares	Q1 2025 Held for 8 months	$97.5B
S State of New Jersey Common Pension Fund A Institution	-	$194.9M 69.10% of portfolio	2.99% 15.3M shares	Q2 2025 Held for 5 months	$282.1M
O OREGON PUBLIC EMPLOYEES RETIREMENT FUND Institution	-	$191.6M 2.49% of portfolio	2.94% 15.0M shares	Q1 2023 Held for 2y 8m	$7.7B
FMR LLC Institution	-	$187.7M 0.01% of portfolio	2.88% 14.7M shares	Q3 2024 Held for 1y 2m	$1.92T
VAN ECK ASSOCIATES CORP ETF Provider	Jan Frederick Vaneck CEO	$170.7M 0.18% of portfolio	2.62% 13.4M shares	Q4 2022 Held for 2y 11m	$96.6B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$169.5M 0.01% of portfolio	2.60% 13.3M shares	Q4 2022 Held for 2y 11m	$1.33T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$126.2M 0.01% of portfolio	1.93% 9.9M shares	Q4 2022 Held for 2y 11m	$1.65T
R ROYAL BANK OF CANADA Institution	-	$95.6M 0.02% of portfolio	1.46% 7.5M shares	Q4 2022 Held for 2y 11m	$542.04B
Cresset Asset Management, LLC RIA/Wealth	Jack Alan Ablin Founder	$86.7M 0.34% of portfolio	1.29% 6.6M shares	Q4 2022 Held for 2y 11m	$25.7B
UBS Group AG Institution	Sergio P. Ermotti CEO	$77.5M 0.02% of portfolio	1.19% 6.1M shares	Q4 2022 Held for 2y 11m	$511.54B

Net Capital Flow

Institutional buying and selling activity for OBDC in Q3 2025

Traded: −$565.3M
Buyers: 246
Sellers: 159
Total Bought: +$287.8M
Total Sold: −$853.1M
Avg Position: $6.4M

Biggest Buyers

Institution	Net Bought	Current Position
FMR LLC Institution	+$37.8M +3.0M shares	$187.7M 14.7M shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$25.3M +2.0M shares	$25.3M 2.0M shares
Marshall Wace LLP Institution	+$17.8M +1.4M shares	$17.8M 1.4M shares
CAZ INVESTMENTS LP Fund of Funds	+$14.4M +1.1M shares	$14.4M 1.1M shares
BANK OF AMERICA CORP /DE/ Institution	+$10.4M +812.0K shares	$169.5M 13.3M shares
VAN ECK ASSOCIATES CORP ETF Provider	+$9.7M +757.2K shares	$170.7M 13.4M shares
UBS Group AG Institution	+$8.7M +681.4K shares	$77.5M 6.1M shares
AMERIPRISE FINANCIAL INC Institution	+$8.3M +659.0K shares	$69.0M 5.5M shares
GOLDMAN SACHS GROUP INC Institution	+$8.3M +647.7K shares	$34.4M 2.7M shares
B BlackRock, Inc. Institution	+$8.2M +643.6K shares	$46.1M 3.6M shares

Biggest Sellers

Institution	Net Sold	Current Position
Kingstone Capital Partners Texas, LLC RIA/Wealth	−$747.1M −52.1M shares	Sold Off 0 shares
Cresset Asset Management, LLC RIA/Wealth	−$12.3M −935.7K shares	$86.7M 6.6M shares
O OREGON PUBLIC EMPLOYEES RETIREMENT FUND Institution	−$10.9M −853.7K shares	$191.6M 15.0M shares
STEPHENS INC /AR/ RIA/Wealth	−$7.3M −574.6K shares	$31.4M 2.5M shares
L LSV ASSET MANAGEMENT Long Only Manager	−$6.5M −510.7K shares	$41.4M 3.2M shares
R ROYAL BANK OF CANADA Institution	−$6.3M −492.9K shares	$95.6M 7.5M shares
BARCLAYS PLC Institution	−$6.1M −477.5K shares	$1.8M 144.4K shares
D D. E. Shaw & Co., Inc. Institution	−$4.1M −323.9K shares	$3.5M 271.1K shares
MORGAN STANLEY RIA/Wealth	−$4.0M −312.9K shares	$126.2M 9.9M shares
HighTower Advisors, LLC RIA/Wealth	−$3.7M −293.0K shares	$8.4M 656.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited OBDC in Q3 2025

New Positions: 35
New Value: $37.5M
Exited Positions: 42
Exited Value: $762.5M

New Positions

Institution	Position Value
CAZ INVESTMENTS LP Fund of Funds	$14.4M 1.1M shares
Mount Yale Investment Advisors, LLC RIA/Wealth	$8.0M 612.4K shares
Siligmueller & Norvid Wealth Advisors LLC RIA/Wealth	$3.7M 286.7K shares
C CAXTON ASSOCIATES LLP Institution	$3.5M 275.3K shares
WHITTIER TRUST CO OF NEVADA INC RIA/Wealth	$1.7M 132.0K shares
M Massar Capital Management, LP Institution	$1.3M 104.5K shares
Catalytic Wealth RIA, LLC RIA/Wealth	$682.2K 53.4K shares
Summit Financial, LLC RIA/Wealth	$517.5K 40.5K shares
Prosperity Consulting Group, LLC RIA/Wealth	$431.5K 33.8K shares
ARMISTICE CAPITAL, LLC Hedge Fund•Long/Short	$333.3K 26.1K shares

Exited Positions

Institution	Previous Position
Kingstone Capital Partners Texas, LLC RIA/Wealth	$747.1M 52.1M shares
H HRT FINANCIAL LLC Institution	$2.6M 182.5K shares
Quantbot Technologies LLC Hedge Fund•Quant	$2.4M 170.2K shares
Round Rock Advisors, LLC RIA/Wealth	$2.0M 141.1K shares
J JANE STREET GROUP, LLC Institution	$1.3M 89.8K shares
A AXA Institution	$595.8K 41.5K shares
G Greenland Capital Management LP Hedge Fund•Multi-Strategy	$526.0K 36.7K shares
M Mandatum Life Insurance Co Ltd Institution	$514.2K 35.9K shares
Demars Financial Group, LLC RIA/Wealth	$464.8K 32.4K shares
Wall Street Access Asset Management, LLC RIA/Wealth	$444.4K 31.0K shares

Options Activity

Institutions with the largest Call and Put options positions in OBDC as of Q3 2025

Call Positions: 6
Call Value: $8.1M
Put Positions: 7
Put Value: $5.8M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$4.2M 3.3K contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$2.5M 2.0K contracts
J JANE STREET GROUP, LLC Institution	$1.4M 1.1K contracts
P PEAK6 LLC Institution	$7.7K 6.0 contracts
W WOLVERINE TRADING, LLC Institution	- - contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.8M 2.2K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$854.3K 669.0 contracts
P PEAK6 LLC Institution	$826.2K 647.0 contracts
Caption Management, LLC Hedge Fund•Long/Short	$638.5K 500.0 contracts
W WOLVERINE TRADING, LLC Institution	$632.8K 479.0 contracts
B BCGM Wealth Management, LLC Institution	$2.6K 340.0 contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	- - contracts

Most Committed Institutions

Institutions with OBDC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
S State of New Jersey Common Pension Fund A Institution	-	69.10% $194.9M	2.99% 15.3M shares	Q2 2025 Held for 5 months	$282.1M
R ROBERT WOOD JOHNSON FOUNDATION Institution	-	43.32% $53.9M	0.83% 4.2M shares	Q4 2022 Held for 2y 11m	$124.4M
B Brown University RIA/Wealth	David Alan Miller Founder	32.85% $55.5M	0.85% 4.3M shares	Q4 2022 Held for 2y 11m	$169.1M
HAMILTON LANE ADVISORS LLC Fund of Funds	Erik Robert Hirsch CEO	26.89% $43.5M	0.67% 3.4M shares	Q2 2025 Held for 5 months	$161.8M
CAZ INVESTMENTS LP Fund of Funds	Christopher Alan Zook Chairman	26.71% $14.4M	0.22% 1.1M shares	Q3 2025 Held for 2 months	$53.8M
SAGE ADVISORS, LLC RIA/Wealth	Michael Joseph Helke CCO	20.16% $28.1M	0.43% 2.2M shares	Q4 2023 Held for 1y 11m	$139.6M
T Trustees of Dartmouth College RIA/Wealth	Gregory Mark Melvin President	10.91% $42.5M	0.65% 3.3M shares	Q1 2025 Held for 8 months	$389.3M
Muzinich & Co., Inc. Long Only Manager	Justin George Muzinich CEO	9.66% $24.9M	0.38% 2.0M shares	Q4 2022 Held for 2y 11m	$258.0M
B Blue Owl Capital Holdings LP Institution	-	8.19% $26.1M	0.40% 2.0M shares	Q4 2022 Held for 2y 11m	$318.8M
Melia Wealth LLC RIA/Wealth	Gregory Scott Melia President	6.57% $15.0M	0.23% 1.2M shares	Q1 2024 Held for 1y 8m	$228.2M

Hedge Fund Spotlight

Discover hedge funds investing in OBDC

Core Wealth Partners LLC

Hedge Fund • Long/Short

Portfolio ManagerAdam Senator Wiatrak

Portfolio Value: $217.4M
Positions: 177
Last Reported: Q3 2025

Sector Allocation

Position in Blue Owl Capital

Market Value: $220.4K
Shares Held: 17.3K
Portfolio Weight: 0.10%
Owned Since: 2022-Q4

Top Holding	Sector	Market Value	Weight
1 Apple AAPL	Consumer Electronics Technology	$16.5M	7.57%
2 Rockwell Automation ROK	Industrial - Machinery Industrials	$14.6M	6.70%
3 Microsoft MSFT	Software - Infrastructure Technology	$8.0M	3.70%