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Fidus Investment
FDUS

149 hedge funds and large institutions have $194M invested in Fidus Investment in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $270K

191% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 11

37% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 35

15% more funds holding

Funds holding: 130 → 149 (+19)

0.56% more ownership

Funds ownership: 27.07% → 27.63% (+0.56%)

0% more capital invested

Capital invested by funds: $194M → $194M (+$240K)

Holders
149
Holders Change
+19
Holders Change %
+14.62%
% of All Funds
1.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
48
Reduced
35
Closed
11
Calls
$1.25M
Puts
$270K
Net Calls
+$979K
Net Calls Change
+$252K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$4.92M
2
Two Sigma Investments
Two Sigma Investments
New York
+$3.22M
3
Jane Street
Jane Street
New York
+$2.18M
4
MC
Muzinich & Co
New York
+$1.98M
5
CM
Columbus Macro
Pennsylvania
+$1.68M

Top Sellers

1
Invesco
Invesco
Georgia
-$10.1M
2
GA
GraniteShares Advisors
New York
-$2.94M
3
DADC
D.A. Davidson & Co
Montana
-$1.47M
4
Marshall Wace
Marshall Wace
United Kingdom
-$1.32M
5
VanEck Associates
VanEck Associates
New York
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
PGF
26
Plan Group Financial
Oklahoma
$1.54M +$218K +10,976 +16%
DIP
27
Davis Investment Partners
North Carolina
$1.5M -$8.55K -430 -0.6%
IWM
28
IHT Wealth Management
Illinois
$1.44M +$58.2K +2,925 +4%
PVM
29
Palogic Value Management
Texas
$1.43M +$26.2K +1,320 +2%
NA
30
NewEdge Advisors
Louisiana
$1.41M -$300K -15,108 -17%
LCWP
31
Legacy Capital Wealth Partners
Arkansas
$1.41M +$149K +7,472 +11%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$1.39M -$221K -11,130 -13%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$1.39M -$481K -24,200 -25%
CAGAS
34
Capital Advisory Group Advisory Services
Minnesota
$1.36M -$288K -14,486 -17%
Ameriprise
35
Ameriprise
Minnesota
$1.33M -$64.2K -3,230 -4%
GCM
36
Greenland Capital Management
New York
$1.25M +$199K +10,000 +18%
MWM
37
MGB Wealth Management
Texas
$1.19M -$404K -20,327 -25%
RT
38
Rockland Trust
Massachusetts
$1.08M – – –
WWM
39
WT Wealth Management
Arizona
$986K – – –
Credit Agricole
40
Credit Agricole
France
$973K – – –
Canada Life
41
Canada Life
Manitoba, Canada
$883K +$41.9K +2,105 +5%
MM
42
MQS Management
New York
$852K +$878K +44,143 New
Truist Financial
43
Truist Financial
North Carolina
$847K -$19.7K -993 -2%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$842K +$72.8K +3,659 +9%
SSA
45
Schonfeld Strategic Advisors
New York
$804K +$829K +41,679 New
YIH
46
Y-Intercept (HK)
Hong Kong
$801K -$333K -16,728 -29%
SIS
47
Sound Income Strategies
Florida
$758K +$722K +36,313 +2,037%
HWAM
48
Hennion & Walsh Asset Management
New Jersey
$749K -$62.6K -3,147 -7%
CEFA
49
Closed-End Fund Advisors
Virginia
$749K +$772K +38,831 New
DC
50
Davenport & Co
Virginia
$693K – – –
1
2
3 4 5

FDUS Hedge Fund Activity: Q4 2025 in Review

149 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q4 2025, worth a combined $194M — up 0.12% from $194M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FDUS positions and 11 closed out — a net gain of 21 holders — while 48 added to existing stakes and 35 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $4.92M. The largest seller was Invesco, exiting entirely with an estimated $10.1M sold.

  • 149 institutional investors held Fidus Investment (FDUS) as of Q4 2025, up from 130 in Q3 2025.
  • Funds reported $194M of Fidus Investment stock for Q4 2025, up 0.12% quarter-over-quarter.
  • 32 funds opened new Fidus Investment positions in Q4 2025 and 11 closed out, a net change of +21 holders.
  • The largest Fidus Investment buyer in Q4 2025 was Millennium Management, an estimated $4.92M added.
  • The largest Fidus Investment seller in Q4 2025 was Invesco, an estimated $10.1M sold.

Based on aggregated 13F filings for Q4 2025.