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Fidus Investment
FDUS

Overview Fund Activity

119 hedge funds and large institutions have $179M invested in Fidus Investment in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
50
Reduced
30
Closed
11
Calls
$505K
Puts
$363K
Net Calls
+$142K
Net Calls Change
-$214K

Top Buyers

1
Two Sigma Advisers
Two Sigma Advisers
New York
$8.48M
2
Two Sigma Investments
Two Sigma Investments
New York
$8.14M
3
EFG
Ethos Financial Group
Pennsylvania
$2.74M
4
Baird Financial Group
Baird Financial Group
Wisconsin
$5.77M
5
UBS Group
UBS Group
Switzerland
$4.03M

Top Sellers

1
Invesco
Invesco
Georgia
$8.91M
2
TI
TrueMark Investments
Illinois
$234K
3
VanEck Associates
VanEck Associates
New York
$15.6M
4
VEA
Virtus ETF Advisers
New York
$0
5
Raymond James Financial
Raymond James Financial
Florida
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
MGB Wealth Management
Texas
$1.8M – – –
LPL Financial
27
LPL Financial
California
$1.75M +$132K +6,470 +8%
CAGAS
28
Capital Advisory Group Advisory Services
Minnesota
$1.55M -$21.8K -1,068 -1%
CIAS
29
Capital Investment Advisory Services
North Carolina
$1.51M +$174K +8,532 +13%
DIP
30
Davis Investment Partners
North Carolina
$1.48M -$120K -6,610 -7%
LCWP
31
Legacy Capital Wealth Partners
Arkansas
$1.38M -$61.9K -3,038 -4%
PVM
32
Palogic Value Management
Texas
$1.37M +$71.3K +3,495 +5%
IWM
33
IHT Wealth Management
Illinois
$1.29M +$57.6K +2,827 +5%
GCM
34
Greenland Capital Management
New York
$1.2M +$432K +21,200 +57%
EBT
35
Enterprise Bank & Trust
Massachusetts
$1.14M – – –
WWM
36
WT Wealth Management
Arizona
$1.09M -$42.1K -2,063 -4%
VF
37
Virtu Financial
New York
$1.05M +$1.05M +51,264 New
Millennium Management
38
Millennium Management
New York
$1.04M +$1.04M +51,180 New
TI
39
Trexquant Investment
Connecticut
$997K -$716K -35,137 -42%
Credit Agricole
40
Credit Agricole
France
$972K – – –
Truist Financial
41
Truist Financial
North Carolina
$957K -$17.6K -865 -2%
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$947K +$572K +28,036 +152%
MM
43
MQS Management
New York
$936K +$936K +45,889 New
DADC
44
D.A. Davidson & Co
Montana
$912K +$272K +13,344 +43%
HWAM
45
Hennion & Walsh Asset Management
New Jersey
$897K -$8.71K -427 -1%
HF
46
HRT Financial
New York
$869K +$57.2K +2,806 +7%
VIA
47
Virtus Investment Advisers
Connecticut
$864K +$864K +42,381 New
RP
48
Riverbridge Partners
Minnesota
$765K +$70K +3,434 +10%
DC
49
Davenport & Co
Virginia
$739K – – –
PGF
50
Plan Group Financial
Oklahoma
$731K +$407K +19,964 +126%
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