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Fidus Investment
FDUS

Overview Fund Activity

119 hedge funds and large institutions have $183M invested in Fidus Investment in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 27 reducing their positions, and 13 closing their positions.

Holders
119
Holders Change
–
Holders Change %
0%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
54
Reduced
27
Closed
13
Calls
$539K
Puts
$6K
Net Calls
+$533K
Net Calls Change
+$391K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$6.03M
2
MC
2
Muzinich & Co
New York
$3.84M
3
VanEck Associates
3
VanEck Associates
New York
$17.1M
4
LWANC
4
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.57M
5
DADC
5
D.A. Davidson & Co
Montana
$2.34M

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$16.4M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$5.82M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
AAM
4
Advisors Asset Management
Colorado
$3.12M
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VanEck Associates
1
VanEck Associates
New York
$17.1M 846,994 +83,526 +11%
Raymond James Financial
2
Raymond James Financial
Florida
$16.4M 813,702 -124,424 -13%
Invesco
3
Invesco
Georgia
$9.02M 446,703 +9,637 +2%
Two Sigma Advisers
4
Two Sigma Advisers
New York
$7.69M 380,613 -35,300 -8%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$7.48M 370,335 +34,837 +10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.26M 359,415 +35,138 +11%
CM
7
Columbus Macro
Pennsylvania
$6.52M 322,543 +34,921 +12%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$6.32M 313,002 +29,909 +11%
UBS Group
9
UBS Group
Switzerland
$6.03M 298,390 +100,552 +51%
Two Sigma Investments
10
Two Sigma Investments
New York
$5.82M 287,879 -111,120 -28%
Morgan Stanley
11
Morgan Stanley
New York
$5.4M 267,445 -37,774 -12%
Legal & General Group
12
Legal & General Group
United Kingdom
$4.62M 228,512 +2,125 +0.9%
BlackRock
13
BlackRock
New York
$3.9M 193,153 +45,426 +31%
NCM
14
Novare Capital Management
North Carolina
$3.84M 190,275 +1,135 +0.6%
MC
15
Muzinich & Co
New York
$3.84M 190,228 +98,107 +106%
PA
16
PFG Advisors
Arizona
$3.81M 188,495 +6,839 +4%
Franklin Resources
17
Franklin Resources
California
$3.37M 167,016 -704 -0.4%
AAM
18
Advisors Asset Management
Colorado
$3.12M 154,610 -58,760 -28%
Sumitomo Mitsui Trust Group
19
Sumitomo Mitsui Trust Group
Japan
$3.08M 152,463 +61,977 +68%
EFG
20
Ethos Financial Group
Pennsylvania
$2.77M 137,365 +2,981 +2%
GA
21
GraniteShares Advisors
New York
$2.68M 132,532 +8,283 +7%
DADC
22
D.A. Davidson & Co
Montana
$2.34M 115,872 +71,145 +159%
Ameriprise
23
Ameriprise
Minnesota
$1.86M 92,080 -14,251 -13%
NA
24
NewEdge Advisors
Louisiana
$1.84M 91,113 -10,389 -10%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.84M 90,865 +197 +0.2%
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