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Fidus Investment

142 hedge funds and large institutions have $173M invested in Fidus Investment in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $742K | Put options by funds: $319K

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

1.57% less ownership

Funds ownership: 27.63%26.06% (-1.6%)

5% less funds holding

Funds holding: 149142 (-7)

11% less capital invested

Capital invested by funds: $194M → $173M (-$21.7M)

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

Holders
142
Holders Change
-7
Holders Change %
-4.7%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
48
Reduced
38
Closed
24
Calls
$742K
Puts
$319K
Net Calls
+$423K
Net Calls Change
-$556K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$1.61M -$11.8K -633 -0.7%
IWM
27
IHT Wealth Management
Illinois
$1.44M +$154K +8,249 +11%
LCWP
28
Legacy Capital Wealth Partners
Arkansas
$1.39M +$126K +6,733 +9%
Tudor Investment Corp
29
Tudor Investment Corp
Connecticut
$1.33M +$1.22M +65,522 +607%
DADC
30
D.A. Davidson & Co
Montana
$1.31M -$121K -6,462 -8%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$1.31M +$940K +50,295 +202%
YIH
32
Y-Intercept (HK)
Hong Kong
$1.28M +$598K +32,015 +77%
Jane Street
33
Jane Street
New York
$1.28M -$678K -36,304 -33%
PVM
34
Palogic Value Management
Texas
$1.27M -$21K -1,125 -2%
DIP
35
Davis Investment Partners
North Carolina
$1.24M -$106K -5,696 -7%
Ameriprise
36
Ameriprise
Minnesota
$1.15M -$56.2K -3,008 -4%
SWP
37
Significant Wealth Partners
Illinois
$1.11M +$1.19M +63,646 New
NA
38
NewEdge Advisors
Louisiana
$1.1M -$183K -9,784 -13%
GCM
39
Greenland Capital Management
New York
$1.01M -$131K -7,000 -11%
TI
40
Trexquant Investment
Connecticut
$979K +$1.05M +56,195 New
RT
41
Rockland Trust
Massachusetts
$974K
WWM
42
WT Wealth Management
Arizona
$890K
HP
43
Haven Private
Florida
$847K +$280K +14,994 +45%
QT
44
Quantbot Technologies
New York
$763K +$494K +26,449 +152%
SIS
45
Sound Income Strategies
Florida
$715K +$60.2K +3,221 +8%
SSA
46
Schonfeld Strategic Advisors
New York
$699K -$28.9K -1,547 -4%
Canada Life
47
Canada Life
Manitoba, Canada
$696K -$114K -6,091 -13%
MF
48
Magnetar Financial
Illinois
$686K +$736K +39,390 New
BPA
49
Beacon Pointe Advisors
California
$679K +$166K +8,875 +29%
BHCM
50
Brevan Howard Capital Management
Jersey
$668K +$377K +20,168 +111%

FDUS Hedge Fund Activity: Q1 2026 in Review

142 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q1 2026, worth a combined $173M — down 11% from $194M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of FDUS and 20 opened new positions — a net loss of 4 holders — while 38 trimmed existing stakes and 48 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.91M. The largest seller was VanEck Associates, cutting an estimated $2.59M.

  • 142 institutional investors held Fidus Investment (FDUS) as of Q1 2026, down from 149 in Q4 2025.
  • Funds reported $173M of Fidus Investment stock for Q1 2026, down 11% quarter-over-quarter.
  • 20 funds opened new Fidus Investment positions in Q1 2026 and 24 closed out, a net change of -4 holders.
  • The largest Fidus Investment buyer in Q1 2026 was Citadel Advisors, an estimated $1.91M added.
  • The largest Fidus Investment seller in Q1 2026 was VanEck Associates, an estimated $2.59M sold.

Based on aggregated 13F filings for Q1 2026.