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Fidus Investment

121 hedge funds and large institutions have $183M invested in Fidus Investment in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $248K

100% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 27

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

1% more capital invested

Capital invested by funds: $180M → $183M (+$2.56M)

0.57% more ownership

Funds ownership: 25.45%26.02% (+0.57%)

0% more funds holding

Funds holding: 121121 (0)

Holders
121
Holders Change
Holders Change %
0%
% of All Funds
1.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
54
Reduced
27
Closed
16
Calls
$1.02M
Puts
$248K
Net Calls
+$776K
Net Calls Change
+$634K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
MGB Wealth Management
Texas
$1.81M +$35.6K +1,821 +2%
CIAS
27
Capital Investment Advisory Services
North Carolina
$1.71M +$202K +10,361 +14%
LPL Financial
28
LPL Financial
California
$1.68M -$58.4K -2,992 -3%
DIP
29
Davis Investment Partners
North Carolina
$1.57M -$88.8K -4,549 -6%
CAGAS
30
Capital Advisory Group Advisory Services
Minnesota
$1.57M +$29.5K +1,509 +2%
TI
31
Trexquant Investment
Connecticut
$1.55M +$540K +27,643 +57%
IWM
32
IHT Wealth Management
Illinois
$1.41M +$125K +6,397 +10%
PVM
33
Palogic Value Management
Texas
$1.4M +$34.8K +1,784 +3%
LCWP
34
Legacy Capital Wealth Partners
Arkansas
$1.33M -$35.6K -1,822 -3%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$1.31M +$361K +18,489 +40%
YIH
36
Y-Intercept (HK)
Hong Kong
$1.26M +$1.01M +51,477 +473%
EBT
37
Enterprise Bank & Trust
Massachusetts
$1.13M
HF
38
HRT Financial
New York
$1.09M +$223K +11,412 +27%
GCM
39
Greenland Capital Management
New York
$1.07M -$108K -5,510 -9%
WWM
40
WT Wealth Management
Arizona
$1.05M -$29.7K -1,521 -3%
PGF
41
Plan Group Financial
Oklahoma
$1.01M +$272K +13,924 +39%
Truist Financial
42
Truist Financial
North Carolina
$909K -$24.4K -1,252 -3%
HWAM
43
Hennion & Walsh Asset Management
New Jersey
$889K +$410 +21 +0%
VIA
44
Virtus Investment Advisers
Connecticut
$833K -$22K -1,126 -3%
RP
45
Riverbridge Partners
Minnesota
$787K +$28.7K +1,470 +4%
MM
46
MQS Management
New York
$739K -$182K -9,306 -20%
DC
47
Davenport & Co
Virginia
$732K
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$710K +$117K +6,011 +21%
Canada Life
49
Canada Life
Manitoba, Canada
$670K +$28.7K +1,469 +5%
LFAS
50
Level Four Advisory Services
Texas
$616K -$96.7K -4,954 -14%

FDUS Hedge Fund Activity: Q2 2025 in Review

121 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q2 2025, worth a combined $183M — up 1.4% from $180M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FDUS positions and 16 closed out — a net gain of 1 holder — while 54 added to existing stakes and 27 trimmed.

The largest buyer was UBS Group, adding an estimated $1.96M. The largest seller was Raymond James Financial, cutting an estimated $2.43M.

  • 121 institutional investors held Fidus Investment (FDUS) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $183M of Fidus Investment stock for Q2 2025, up 1.4% quarter-over-quarter.
  • 17 funds opened new Fidus Investment positions in Q2 2025 and 16 closed out, a net change of +1 holder.
  • The largest Fidus Investment buyer in Q2 2025 was UBS Group, an estimated $1.96M added.
  • The largest Fidus Investment seller in Q2 2025 was Raymond James Financial, an estimated $2.43M sold.

Based on aggregated 13F filings for Q2 2025.