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Fidus Investment

119 hedge funds and large institutions have $182M 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 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
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
$1.02M
Puts
$248K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
MGB Wealth Management
Texas
$1.81M
CIAS
27
Capital Investment Advisory Services
North Carolina
$1.71M
LPL Financial
28
LPL Financial
California
$1.68M
DIP
29
Davis Investment Partners
North Carolina
$1.57M
CAGAS
30
Capital Advisory Group Advisory Services
Minnesota
$1.57M
TI
31
Trexquant Investment
Connecticut
$1.55M
IWM
32
IHT Wealth Management
Illinois
$1.41M
PVM
33
Palogic Value Management
Texas
$1.4M
LCWP
34
Legacy Capital Wealth Partners
Arkansas
$1.33M
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$1.31M
YIH
36
Y-Intercept (HK)
Hong Kong
$1.26M
EBT
37
Enterprise Bank & Trust
Massachusetts
$1.13M
HF
38
HRT Financial
New York
$1.09M
GCM
39
Greenland Capital Management
New York
$1.07M
WWM
40
WT Wealth Management
Arizona
$1.05M
PGF
41
Plan Group Financial
Oklahoma
$1.01M
Truist Financial
42
Truist Financial
North Carolina
$909K
HWAM
43
Hennion & Walsh Asset Management
New Jersey
$889K
VIA
44
Virtus Investment Advisers
Connecticut
$833K
RP
45
Riverbridge Partners
Minnesota
$787K
MM
46
MQS Management
New York
$739K
DC
47
Davenport & Co
Virginia
$732K
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$710K
Canada Life
49
Canada Life
Manitoba, Canada
$670K
LFAS
50
Level Four Advisory Services
Texas
$616K