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Fidus Investment

129 hedge funds and large institutions have $194M invested in Fidus Investment in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.04M
Puts
$314K
Net Calls
Net Calls Change

Top Buyers

1 +$1.65M
2 +$1.63M
3 +$1.6M
4
UBS Group
UBS Group
Switzerland
+$1.57M
5
Marshall Wace
Marshall Wace
United Kingdom
+$1.32M

Top Sellers

1 -$5.76M
2 -$1.36M
3 -$1.09M
4
Raymond James Financial
Raymond James Financial
Florida
-$772K
5
MM
MQS Management
New York
-$739K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$1.78M
CAGAS
27
Capital Advisory Group Advisory Services
Minnesota
$1.72M
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$1.69M
MWM
29
MGB Wealth Management
Texas
$1.66M
DIP
30
Davis Investment Partners
North Carolina
$1.57M
PVM
31
Palogic Value Management
Texas
$1.47M
Ameriprise
32
Ameriprise
Minnesota
$1.46M
IWM
33
IHT Wealth Management
Illinois
$1.45M
PGF
34
Plan Group Financial
Oklahoma
$1.39M
LCWP
35
Legacy Capital Wealth Partners
Arkansas
$1.33M
Marshall Wace
36
Marshall Wace
United Kingdom
$1.32M
RP
37
Riverbridge Partners
Minnesota
$1.18M
YIH
38
Y-Intercept (HK)
Hong Kong
$1.18M
RT
39
Rockland Trust
Massachusetts
$1.13M
GCM
40
Greenland Capital Management
New York
$1.11M
WWM
41
WT Wealth Management
Arizona
$1.04M
Credit Agricole
42
Credit Agricole
France
$1.02M
TI
43
Trexquant Investment
Connecticut
$1.02M
Truist Financial
44
Truist Financial
North Carolina
$909K
Canada Life
45
Canada Life
Manitoba, Canada
$884K
HWAM
46
Hennion & Walsh Asset Management
New Jersey
$850K
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$809K
VIA
48
Virtus Investment Advisers
Connecticut
$807K
DC
49
Davenport & Co
Virginia
$727K
CG
50
Caprock Group
Idaho
$703K