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Fidus Investment
FDUS

121 hedge funds and large institutions have $180M invested in Fidus Investment in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

70% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 30

39% more call options, than puts

Call options by funds: $505K | Put options by funds: $363K

8% more funds holding

Funds holding: 112 → 121 (+9)

7% more capital invested

Capital invested by funds: $168M → $180M (+$12.3M)

1.93% more ownership

Funds ownership: 23.52% → 25.45% (+1.9%)

Holders
121
Holders Change
+9
Holders Change %
+8.04%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
51
Reduced
30
Closed
11
Calls
$505K
Puts
$363K
Net Calls
+$142K
Net Calls Change
-$214K

Top Buyers

Rank Fund Capital Flow
1
Two Sigma Advisers
Two Sigma Advisers
New York
+$4.3M
2
Two Sigma Investments
Two Sigma Investments
New York
+$4.04M
3
EFG
Ethos Financial Group
Pennsylvania
+$2.95M
4
Baird Financial Group
Baird Financial Group
Wisconsin
+$1.96M
5
UBS Group
UBS Group
Switzerland
+$1.78M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$2.27M
2
TI
TrueMark Investments
Illinois
-$1.45M
3
VanEck Associates
VanEck Associates
New York
-$1.22M
4
Raymond James Financial
Raymond James Financial
Florida
-$855K
5
VEA
Virtus ETF Advisers
New York
-$844K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
MGB Wealth Management
Texas
$1.8M – – –
LPL Financial
27
LPL Financial
California
$1.75M +$142K +6,470 +8%
CAGAS
28
Capital Advisory Group Advisory Services
Minnesota
$1.55M -$23.4K -1,068 -1%
CIAS
29
Capital Investment Advisory Services
North Carolina
$1.51M +$187K +8,532 +13%
DIP
30
Davis Investment Partners
North Carolina
$1.48M -$145K -6,610 -7%
LCWP
31
Legacy Capital Wealth Partners
Arkansas
$1.38M -$66.6K -3,038 -4%
PVM
32
Palogic Value Management
Texas
$1.37M +$76.6K +3,495 +5%
IWM
33
IHT Wealth Management
Illinois
$1.29M +$62K +2,827 +5%
GCM
34
Greenland Capital Management
New York
$1.2M +$465K +21,200 +57%
EBT
35
Enterprise Bank & Trust
Massachusetts
$1.14M – – –
WWM
36
WT Wealth Management
Arizona
$1.09M -$45.2K -2,063 -4%
VF
37
Virtu Financial
New York
$1.04M +$1.12M +51,264 New
Millennium Management
38
Millennium Management
New York
$1.04M +$1.12M +51,180 New
TI
39
Trexquant Investment
Connecticut
$997K -$770K -35,137 -42%
Credit Agricole
40
Credit Agricole
France
$972K – – –
Truist Financial
41
Truist Financial
North Carolina
$957K -$19K -865 -2%
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$947K +$615K +28,036 +152%
MM
43
MQS Management
New York
$936K +$1.01M +45,889 New
DADC
44
D.A. Davidson & Co
Montana
$912K +$293K +13,344 +43%
HWAM
45
Hennion & Walsh Asset Management
New Jersey
$897K -$9.36K -427 -1%
HF
46
HRT Financial
New York
$869K +$61.5K +2,806 +7%
VIA
47
Virtus Investment Advisers
Connecticut
$864K +$929K +42,381 New
RP
48
Riverbridge Partners
Minnesota
$765K +$75.3K +3,434 +10%
DC
49
Davenport & Co
Virginia
$739K – – –
PGF
50
Plan Group Financial
Oklahoma
$731K +$438K +19,964 +126%
1
2
3 4 5

FDUS Hedge Fund Activity: Q1 2025 in Review

121 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q1 2025, worth a combined $180M — up 7.4% from $168M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FDUS positions and 11 closed out — a net gain of 9 holders — while 51 added to existing stakes and 30 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $4.3M. The largest seller was Invesco, cutting an estimated $2.27M.

  • 121 institutional investors held Fidus Investment (FDUS) as of Q1 2025, up from 112 in Q4 2024.
  • Funds reported $180M of Fidus Investment stock for Q1 2025, up 7.4% quarter-over-quarter.
  • 20 funds opened new Fidus Investment positions in Q1 2025 and 11 closed out, a net change of +9 holders.
  • The largest Fidus Investment buyer in Q1 2025 was Two Sigma Advisers, an estimated $4.3M added.
  • The largest Fidus Investment seller in Q1 2025 was Invesco, an estimated $2.27M sold.

Based on aggregated 13F filings for Q1 2025.