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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 13 closing their positions.

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
13
Calls
$539K
Puts
$6K
Net Calls
+$533K
Net Calls Change
+$391K

Top Buyers

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

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$16.4M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$5.82M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
AAM
4
Advisors Asset Management
Colorado
$3.12M
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$602K 29,783 +29,783 New
CWM
52
Cornerstone Wealth Management
Missouri
$549K 27,173 +1,965 +8%
QCM
53
Quantinno Capital Management
New York
$549K 27,165 +27,165 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$543K 26,905 +2,633 +11%
N
55
Natixis
France
$539K 26,751 – –
SWP
56
Stratos Wealth Partners
Ohio
$529K 26,200 +10,000 +62%
SPIA
57
Steward Partners Investment Advisory
New York
$511K 25,284 +1,850 +8%
Wells Fargo
58
Wells Fargo
California
$483K 23,887 -4,076 -15%
CCIA
59
Campbell & Co Investment Adviser
Maryland
$466K 23,049 -12,067 -34%
BPA
60
Beacon Pointe Advisors
California
$457K 22,628 +22,628 New
STA
61
Summit Trail Advisors
New York
$455K 22,502 +22,502 New
EGA
62
Eagle Global Advisors
Texas
$451K 22,325 +8,015 +56%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$425K 20,462 +2,417 +13%
CA
64
Clearstead Advisors
Ohio
$417K 20,661 +90 +0.4%
OIA
65
Optimum Investment Advisors
Illinois
$412K 20,393 +1,738 +9%
OC
66
Oppenheimer & Co
New York
$411K 20,323 +1,298 +7%
Northern Trust
67
Northern Trust
Illinois
$408K 20,202 +20,202 New
PFS
68
Prospera Financial Services
Texas
$407K 20,171 +5 +0%
AI
69
Accredited Investors
Minnesota
$404K 20,000 +20,000 New
OHWP
70
Oak Harbor Wealth Partners
North Carolina
$363K 17,981 – –
Bank of America
71
Bank of America
North Carolina
$357K 17,673 -481 -3%
Simplex Trading
72
Simplex Trading
Illinois
$332K 16,458 +16,458 New
KOC
73
Koss-Olinger Consulting
Florida
$326K 16,153 +16,153 New
GSEP
74
Golden State Equity Partners
California
$318K 15,740 +15,740 New
MQWP
75
Morey & Quinn Wealth Partners
Nebraska
$299K 14,778 – –
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