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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 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
14
Calls
$1.02M
Puts
$248K
Net Calls
+$776K
Net Calls Change
+$634K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$6.03M
2
MC
Muzinich & Co
New York
$3.84M
3
VanEck Associates
VanEck Associates
New York
$17.1M
4
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.57M
5
DADC
D.A. Davidson & Co
Montana
$2.34M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
$16.4M
2
Two Sigma Investments
Two Sigma Investments
New York
$5.82M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
AAM
Advisors Asset Management
Colorado
$3.12M
5
VF
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
MGB Wealth Management
Texas
$1.81M +$36.7K +1,821 +2%
CIAS
27
Capital Investment Advisory Services
North Carolina
$1.71M +$209K +10,361 +14%
LPL Financial
28
LPL Financial
California
$1.68M -$60.4K -2,992 -3%
LWANC
29
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.57M +$1.55M +31,342 +7,589%
DIP
30
Davis Investment Partners
North Carolina
$1.57M -$92.6K -4,549 -6%
CAGAS
31
Capital Advisory Group Advisory Services
Minnesota
$1.57M +$30.5K +1,509 +2%
TI
32
Trexquant Investment
Connecticut
$1.55M +$558K +27,643 +57%
IWM
33
IHT Wealth Management
Illinois
$1.41M +$129K +6,397 +10%
PVM
34
Palogic Value Management
Texas
$1.4M +$36K +1,784 +3%
LCWP
35
Legacy Capital Wealth Partners
Arkansas
$1.33M -$36.8K -1,822 -3%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$1.31M +$373K +18,489 +40%
YIH
37
Y-Intercept (HK)
Hong Kong
$1.26M +$1.04M +51,477 +473%
EBT
38
Enterprise Bank & Trust
Massachusetts
$1.13M – – –
HF
39
HRT Financial
New York
$1.09M +$230K +11,412 +27%
GCM
40
Greenland Capital Management
New York
$1.07M -$111K -5,510 -9%
PGF
41
Plan Group Financial
Oklahoma
$1.01M +$281K +13,924 +39%
Truist Financial
42
Truist Financial
North Carolina
$909K -$24.9K -1,252 -3%
HWAM
43
Hennion & Walsh Asset Management
New Jersey
$889K +$424 +21 +0%
VIA
44
Virtus Investment Advisers
Connecticut
$833K -$22.7K -1,126 -3%
RP
45
Riverbridge Partners
Minnesota
$787K +$29.7K +1,470 +4%
MM
46
MQS Management
New York
$739K -$188K -9,306 -20%
DC
47
Davenport & Co
Virginia
$732K – – –
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$710K +$122K +6,011 +21%
Canada Life
49
Canada Life
Manitoba, Canada
$670K +$29.7K +1,469 +5%
LFAS
50
Level Four Advisory Services
Texas
$616K -$100K -4,954 -14%
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