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Fidus Investment

130 hedge funds and large institutions have $194M invested in Fidus Investment in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $314K

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

35% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 34

7% more funds holding

Funds holding: 121130 (+9)

6% more capital invested

Capital invested by funds: $183M → $194M (+$11.5M)

1.04% more ownership

Funds ownership: 26.02%27.07% (+1%)

Holders
130
Holders Change
+9
Holders Change %
+7.44%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
46
Reduced
34
Closed
8
Calls
$1.04M
Puts
$314K
Net Calls
+$727K
Net Calls Change
-$49K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$1.78M -$63.5K -3,010 -3%
CAGAS
27
Capital Advisory Group Advisory Services
Minnesota
$1.72M +$156K +7,414 +10%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$1.69M +$386K +18,285 +28%
MWM
29
MGB Wealth Management
Texas
$1.66M -$161K -7,655 -9%
DIP
30
Davis Investment Partners
North Carolina
$1.57M +$612 +29 +0%
PVM
31
Palogic Value Management
Texas
$1.47M +$75.3K +3,572 +5%
Ameriprise
32
Ameriprise
Minnesota
$1.46M -$422K -20,018 -22%
IWM
33
IHT Wealth Management
Illinois
$1.45M +$44.3K +2,100 +3%
PGF
34
Plan Group Financial
Oklahoma
$1.39M +$400K +18,950 +38%
LCWP
35
Legacy Capital Wealth Partners
Arkansas
$1.33M -$12.4K -588 -0.9%
Marshall Wace
36
Marshall Wace
United Kingdom
$1.32M +$1.37M +64,929 New
RP
37
Riverbridge Partners
Minnesota
$1.18M +$411K +19,505 +50%
YIH
38
Y-Intercept (HK)
Hong Kong
$1.18M -$86.8K -4,115 -7%
RT
39
Rockland Trust
Massachusetts
$1.13M +$1.18M +55,912 New
GCM
40
Greenland Capital Management
New York
$1.11M +$38.2K +1,810 +3%
WWM
41
WT Wealth Management
Arizona
$1.04M -$15.7K -742 -1%
Credit Agricole
42
Credit Agricole
France
$1.02M +$1.06M +50,401 New
TI
43
Trexquant Investment
Connecticut
$1.02M -$556K -26,382 -34%
Truist Financial
44
Truist Financial
North Carolina
$909K -$17.5K -831 -2%
Canada Life
45
Canada Life
Manitoba, Canada
$884K +$224K +10,615 +32%
HWAM
46
Hennion & Walsh Asset Management
New Jersey
$850K -$43K -2,038 -5%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$809K +$102K +4,821 +14%
VIA
48
Virtus Investment Advisers
Connecticut
$807K -$29.8K -1,411 -3%
DC
49
Davenport & Co
Virginia
$727K -$7.38K -350 -1%
CG
50
Caprock Group
Idaho
$703K +$689K +32,665 New

FDUS Hedge Fund Activity: Q3 2025 in Review

130 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q3 2025, worth a combined $194M — up 6.3% from $183M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FDUS positions and 8 closed out — a net gain of 12 holders — while 46 added to existing stakes and 34 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $1.72M. The largest seller was Two Sigma Advisers, cutting an estimated $6M.

  • 130 institutional investors held Fidus Investment (FDUS) as of Q3 2025, up from 121 in Q2 2025.
  • Funds reported $194M of Fidus Investment stock for Q3 2025, up 6.3% quarter-over-quarter.
  • 20 funds opened new Fidus Investment positions in Q3 2025 and 8 closed out, a net change of +12 holders.
  • The largest Fidus Investment buyer in Q3 2025 was Cetera Investment Advisers, an estimated $1.72M added.
  • The largest Fidus Investment seller in Q3 2025 was Two Sigma Advisers, an estimated $6M sold.

Based on aggregated 13F filings for Q3 2025.