Palmer Square Capital
PSBD • NYSE
Palmer Square Capital is a asset management company in the financial services sector on NYSE, led by Christopher D. Long, with a market cap of $380.6M. As of Q3 2025, 51% of shares are held by 38 institutional investors, with OV Management LLC as the largest holder at 11.61%.
Chief Executive OfficerChristopher D. Long
Market Cap$380.6M
Asset Management
Financial Services
Websitepalmersquarebdc.com
Country
United States of America
Overview
Overview of institutional ownership in PSBD as of Q3 2025 with a market cap of $394.2M
All Institutions
- Institutions
- 38
- Value Held
- $199.5M
- Shares Held
- 16.1M
- Avg Position
- $5.2M
- Median Position
- $1.1M
Hedge Funds
- Hedge Funds
- 7
- Value Held
- $18.7M
- Shares Held
- 1.5M
- Avg Position
- $2.7M
- Median Position
- $1.6M
Ownership Breakdown
Based on market cap of $394.2M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in PSBD as of Q3 2025
| Institution | Position Value |
|---|---|
O OV Management LLC Institution | $45.8M 38.81% of portfolio |
 Mariner Wealth Advisors, LLC RIA/Wealth | $37.8M 0.05% of portfolio |
 1248 Management, LLC Fund of Funds | $37.5M 21.83% of portfolio |
 Vivaldi Asset Management, LLC Fund of Funds | $15.8M 1.05% of portfolio |
 Bienville Capital Management, LLC Hedge Fund•Multi-Strategy | $11.6M 2.21% of portfolio |
P Pandi, LLC Family Office | $11.2M 1.48% of portfolio |
 Arlington Partners LLC RIA/Wealth | $5.7M 1.96% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $4.5M 0.00% of portfolio |
S Sunesis Advisors, LLC Family Office | $3.7M 1.71% of portfolio |
 MORGAN STANLEY RIA/Wealth | $3.2M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for PSBD in Q3 2025
- Traded
- −$10.4M
- Buyers
- 19
- Sellers
- 12
- Total Bought
- +$9.1M
- Total Sold
- −$19.5M
- Avg Position
- $4.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
 Marshall Wace LLP Institution | +$1.3M +109.9K shares |
B BlackRock, Inc. Institution | +$1.2M +100.1K shares |
C CAPROCK Group, Inc. Fund of Funds | +$1.1M +74.8K shares |
 RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | +$1.0M +84.4K shares |
U UMB BANK N A/MO Institution | +$1.0M +81.5K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | +$949.6K +77.4K shares |
BANK OF AMERICA CORP /DE/ Institution | +$815.5K +66.5K shares |
 Mid-American Wealth Advisory Group, Inc. RIA/Wealth | +$366.6K +29.9K shares |
 Prime Capital Investment Advisors, LLC RIA/Wealth | +$300.6K +24.5K shares |
 TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy | +$265.0K +21.6K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Vivaldi Asset Management, LLC Fund of Funds | −$8.7M −712.2K shares |
Mariner Wealth Advisors, LLC RIA/Wealth | −$5.7M −466.0K shares |
S Sunesis Advisors, LLC Family Office | −$2.1M −173.1K shares |
Bienville Capital Management, LLC Hedge Fund•Multi-Strategy | −$1.2M −96.6K shares |
 FMR LLC Institution | −$598.3K −48.8K shares |
 UBS Group AG Institution | −$291.2K −23.7K shares |
 Marble Harbor Investment Counsel, LLC RIA/Wealth | −$249.9K −17.9K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$197.3K −14.1K shares |
H HRT FINANCIAL LLC Institution | −$167.0K −12.0K shares |
R ROYAL BANK OF CANADA Institution | −$114.9K −9.4K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited PSBD in Q3 2025
- New Positions
- 6
- New Value
- $4.0M
- Exited Positions
- 4
- Exited Value
- $636.4K
New Positions
| Institution | Position Value |
|---|---|
B BlackRock, Inc. Institution | $1.2M 100.1K shares |
C CAPROCK Group, Inc. Fund of Funds | $1.1M 74.8K shares |
U UMB BANK N A/MO Institution | $1.0M 81.5K shares |
Mid-American Wealth Advisory Group, Inc. RIA/Wealth | $366.6K 29.9K shares |
Prime Capital Investment Advisors, LLC RIA/Wealth | $300.6K 24.5K shares |
B BNP PARIBAS ARBITRAGE, SA Institution | $4.9K 400.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Marble Harbor Investment Counsel, LLC RIA/Wealth | $249.9K 17.9K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $197.3K 14.1K shares |
H HRT FINANCIAL LLC Institution | $167.0K 12.0K shares |
 Goss Wealth Management LLC RIA/Wealth | $22.2K 1.6K shares |
Options Activity
Institutions with the largest Call and Put options positions in PSBD as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with PSBD as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
O OV Management LLC Institution | 38.81% $45.8M |
1248 Management, LLC Fund of Funds | 21.83% $37.5M |
Bienville Capital Management, LLC Hedge Fund•Multi-Strategy | 2.21% $11.6M |
Arlington Partners LLC RIA/Wealth | 1.96% $5.7M |
S Sunesis Advisors, LLC Family Office | 1.71% $3.7M |
P Pandi, LLC Family Office | 1.48% $11.2M |
Vivaldi Asset Management, LLC Fund of Funds | 1.05% $15.8M |
 Vivaldi Capital Management, LLC RIA/Wealth | 0.38% $2.6M |
Mid-American Wealth Advisory Group, Inc. RIA/Wealth | 0.17% $366.6K |
 Hennion & Walsh Asset Management, Inc. RIA/Wealth | 0.10% $2.8M |
Hedge Fund Spotlight
Discover hedge funds investing in PSBD
TWO SIGMA INVESTMENTS LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerScott David Hoffman
- Portfolio Value
- $62.0B
- Positions
- 3,252
- Last Reported
- Q3 2025
Sector Allocation
Position in Palmer Square Capital
- Market Value
- $1.6M
- Shares Held
- 131.5K
- Portfolio Weight
- 0.00%
- Owned Since
- 2024-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $680.4M | 1.10% | |
ETF ETF | $582.6M | 0.94% | |
ETF ETF | $489.6M | 0.79% |
