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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 %
MWM
26
MGB Wealth Management
Texas
$1.81M 89,775 +1,821 +2%
CIAS
27
Capital Investment Advisory Services
North Carolina
$1.71M 84,524 +10,361 +14%
LPL Financial
28
LPL Financial
California
$1.68M 82,993 -2,992 -3%
LWANC
29
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.57M 31,755 +31,342 +7,589%
DIP
30
Davis Investment Partners
North Carolina
$1.57M 77,104 -4,549 -6%
CAGAS
31
Capital Advisory Group Advisory Services
Minnesota
$1.57M 77,618 +1,509 +2%
TI
32
Trexquant Investment
Connecticut
$1.55M 76,533 +27,643 +57%
IWM
33
IHT Wealth Management
Illinois
$1.41M 69,581 +6,397 +10%
PVM
34
Palogic Value Management
Texas
$1.4M 69,101 +1,784 +3%
LCWP
35
Legacy Capital Wealth Partners
Arkansas
$1.33M 66,037 -1,822 -3%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$1.31M 64,929 +18,489 +40%
YIH
37
Y-Intercept (HK)
Hong Kong
$1.26M 62,361 +51,477 +473%
EBT
38
Enterprise Bank & Trust
Massachusetts
$1.13M 55,912 – –
HF
39
HRT Financial
New York
$1.09M 54,066 +11,412 +27%
GCM
40
Greenland Capital Management
New York
$1.07M 53,190 -5,510 -9%
PGF
41
Plan Group Financial
Oklahoma
$1.01M 49,763 +13,924 +39%
Truist Financial
42
Truist Financial
North Carolina
$909K 45,703 -1,252 -3%
HWAM
43
Hennion & Walsh Asset Management
New Jersey
$889K 44,016 +21 +0%
VIA
44
Virtus Investment Advisers
Connecticut
$833K 41,255 -1,126 -3%
RP
45
Riverbridge Partners
Minnesota
$787K 38,975 +1,470 +4%
MM
46
MQS Management
New York
$739K 36,583 -9,306 -20%
DC
47
Davenport & Co
Virginia
$732K 36,237 – –
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$710K 35,124 +6,011 +21%
Canada Life
49
Canada Life
Manitoba, Canada
$670K 33,094 +1,469 +5%
LFAS
50
Level Four Advisory Services
Texas
$616K 30,487 -4,954 -14%
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