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Fidus Investment

142 hedge funds and large institutions have $173M invested in Fidus Investment in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $742K | Put options by funds: $319K

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

1.57% less ownership

Funds ownership: 27.63%26.06% (-1.6%)

5% less funds holding

Funds holding: 149142 (-7)

11% less capital invested

Capital invested by funds: $194M → $173M (-$21.7M)

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

Holders
142
Holders Change
-7
Holders Change %
-4.7%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
48
Reduced
38
Closed
24
Calls
$742K
Puts
$319K
Net Calls
+$423K
Net Calls Change
-$556K
Name Holding Trade Value Shares
Change
Change in
Stake
HWAM
51
Hennion & Walsh Asset Management
New Jersey
$661K -$17K -911 -2%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$654K -$113K -6,063 -14%
CCIA
53
Campbell & Co Investment Adviser
Maryland
$629K +$674K +36,103 New
MM
54
MQS Management
New York
$603K -$178K -9,516 -22%
Bank of America
55
Bank of America
North Carolina
$577K +$4.39K +235 +0.7%
VA
56
VestGen Advisors
Illinois
$571K +$170K +9,097 +43%
CG
57
Caprock Group
Idaho
$569K
DTL
58
Dynamic Technology Lab
Singapore
$547K +$587K +31,425 New
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$544K -$93 -5 -0%
Creative Planning
60
Creative Planning
Kansas
$541K +$44.1K +2,363 +8%
IFG
61
Independent Financial Group
California
$539K +$372K +19,911 +180%
SWP
62
Stratos Wealth Partners
Ohio
$533K +$67.4K +3,610 +13%
DC
63
Davenport & Co
Virginia
$532K -$99.6K -5,329 -15%
VIA
64
Virtus Investment Advisers
Connecticut
$530K -$53.8K -2,879 -9%
SPIA
65
Steward Partners Investment Advisory
New York
$498K -$3.06K -164 -0.6%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$489K +$21.1K +1,132 +4%
CA
67
Clearstead Advisors
Ohio
$489K +$218K +11,653 +71%
CWM
68
Cornerstone Wealth Management
Missouri
$485K -$42.9K -2,299 -8%
QCM
69
Quantinno Capital Management
New York
$473K
Stifel Financial
70
Stifel Financial
Missouri
$405K +$105K +5,608 +32%
STA
71
Summit Trail Advisors
New York
$394K
OCA
72
OpenArc Corporate Advisory
Georgia
$394K -$41.7K -2,233 -9%
GSEP
73
Golden State Equity Partners
California
$388K +$5.81K +311 +1%
EGA
74
Eagle Global Advisors
Texas
$388K
AWM
75
Apollon Wealth Management
South Carolina
$364K +$46.3K +2,481 +13%

FDUS Hedge Fund Activity: Q1 2026 in Review

142 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q1 2026, worth a combined $173M — down 11% from $194M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of FDUS and 20 opened new positions — a net loss of 4 holders — while 38 trimmed existing stakes and 48 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.91M. The largest seller was VanEck Associates, cutting an estimated $2.59M.

  • 142 institutional investors held Fidus Investment (FDUS) as of Q1 2026, down from 149 in Q4 2025.
  • Funds reported $173M of Fidus Investment stock for Q1 2026, down 11% quarter-over-quarter.
  • 20 funds opened new Fidus Investment positions in Q1 2026 and 24 closed out, a net change of -4 holders.
  • The largest Fidus Investment buyer in Q1 2026 was Citadel Advisors, an estimated $1.91M added.
  • The largest Fidus Investment seller in Q1 2026 was VanEck Associates, an estimated $2.59M sold.

Based on aggregated 13F filings for Q1 2026.