BCP Investment Corp (BCIC) Institutional Ownership

Institutions by Trading Activity

12,726,646Shares Outstanding

2,025,003Shares held by institutions

$15,349,523Value of institutional holdings

15.91%Institutional ownership %

11.29%Shares Changed QoQ

48No. of institutional investors

BCP Investment Corp (NASDAQ:BCIC) showed up in the 13F filings of 48 institutional investors as of December 2025.

These investors held 15.9% of outstanding shares in December 2025, down from 16.3% in September 2025.
They increased total shares held in BCP Investment by 11.29% from the prior quarter, while the number of investors in BCIC increased 17.07% year over year.
Of these 48 funds, 23 grew their exposure to BCP Investment, 16 cut back, and 9 maintained positions.
The aggregate institutional position in BCP Investment amounted to 2.03Mn shares as of December 2025, up by 205.47K shares quarter on quarter, and up 211.37K shares year over year.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is the top holder of BCP Investment as of December 31, 2025, with 86.75K shares representing 0.68% of outstanding stock.
The largest buyers of BCP Investment for the quarter ending December 2025 were WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (86.75K), Redhawk Wealth Advisors, Inc. (10.2K), DHJJ Financial Advisors, Ltd. (404), Community Financial Services Group, LLC (127).
Per Business Quant, the top 10 investors in BCIC for the quarter ending December 2025 include WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (86.75K), BI Asset Management Fondsmaeglerselskab A/S (27.71K), DELTEC ASSET MANAGEMENT LLC (22.22K), Perigon Wealth Management, LLC (10.5K), Redhawk Wealth Advisors, Inc. (10.2K), Daytona Street Capital LLC (1.37K), SIGNATUREFD, LLC (1.0K), IFP Advisors, Inc (457), DHJJ Financial Advisors, Ltd. (404), Community Financial Services Group, LLC (127).

2,025,003 Total Shares Held

Rows:

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Bulldog Investors, LLP	31 Mar, 2026	378,412	0	0.00%	$2,845,658.00
Bulldog Investors, LLP	31 Mar, 2026	378,412	-81,595	-17.74%	$4,476,614.00
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	31 Mar, 2026	299,195	-65,954	-18.06%	$3,539,477.00
JB CAPITAL PARTNERS LP	31 Mar, 2026	167,447	0	0.00%	$1,244,131.00
JB CAPITAL PARTNERS LP	31 Mar, 2026	167,447	45,000	36.75%	$1,980,898.00
TWO SIGMA INVESTMENTS, LP	31 Mar, 2026	137,570	94,491	219.34%	$1,627,453.00
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	31 Mar, 2026	117,950	-181,245	-60.58%	$886,984.00
Raymond James Financial Inc	31 Mar, 2026	105,417	751	0.72%	$792,736.00
Raymond James Financial Inc	31 Mar, 2026	104,666	448	0.43%	$1,238,199.00
MARSHALL WACE, LLP	31 Mar, 2026	101,038	29,376	40.99%	$1,195,280.00
Legal & General Group Plc	31 Mar, 2026	93,881	0	0.00%	$705,985.00
Legal & General Group Plc	31 Mar, 2026	93,881	37,758	67.28%	$1,110,612.00
Founders Financial Alliance, LLC	31 Mar, 2026	84,124	69	0.08%	$995,190.00
Founders Financial Alliance, LLC	31 Mar, 2026	83,017	-1,107	-1.32%	$624,286.00
MILLENNIUM MANAGEMENT LLC	31 Mar, 2026	69,975	69,975	0.00%	$827,804.00
MARSHALL WACE, LLP	31 Mar, 2026	69,661	-31,377	-31.05%	$523,852.00
CITADEL ADVISORS LLC	31 Mar, 2026	49,554	38,550	350.33%	$586,224.00
GABLES CAPITAL MANAGEMENT INC.	31 Mar, 2026	47,225	0	0.00%	$558,673.00
GABLES CAPITAL MANAGEMENT INC.	31 Mar, 2026	47,071	-154	-0.33%	$353,974.00
GatePass Capital, LLC	31 Mar, 2026	43,883	43,883	0.00%	$519,136.00

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