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Fidus Investment

111 hedge funds and large institutions have $167M invested in Fidus Investment in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+2
Holders Change %
+1.83%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
46
Reduced
26
Closed
14
Calls
$599K
Puts
$243K
Net Calls
+$356K
Net Calls Change
-$964K
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$548K +$533K +25,340 +3,379%
N
52
Natixis
France
$544K +$272 +13 +0.1%
Neuberger Berman Group
53
Neuberger Berman Group
New York
$518K +$9.44K +449 +2%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$512K +$22.2K +1,059 +5%
SPIA
55
Steward Partners Investment Advisory
New York
$484K +$6.79K +323 +1%
CWM
56
Cornerstone Wealth Management
Missouri
$450K +$41.8K +1,989 +10%
Northern Trust
57
Northern Trust
Illinois
$447K +$66.5K +3,165 +17%
CA
58
Clearstead Advisors
Ohio
$431K +$1.7K +81 +0.4%
PFS
59
Prospera Financial Services
Texas
$424K +$4.2K +200 +1%
OC
60
Oppenheimer & Co
New York
$405K +$74.8K +3,560 +23%
OIA
61
Optimum Investment Advisors
Illinois
$394K +$30.1K +1,430 +8%
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$387K -$1.14M -54,265 -75%
Stifel Financial
63
Stifel Financial
Missouri
$385K -$10.5K -499 -3%
Wells Fargo
64
Wells Fargo
California
$385K +$94.6K +4,500 +33%
OHWP
65
Oak Harbor Wealth Partners
North Carolina
$378K -$63.1K -3,000 -14%
Bank of America
66
Bank of America
North Carolina
$369K +$3.87K +184 +1%
PGF
67
Plan Group Financial
Oklahoma
$334K +$334K +15,875 New
MQWP
68
Morey & Quinn Wealth Partners
Nebraska
$311K +$311K +14,778 New
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$294K +$11.6K +554 +4%
HWM
70
HB Wealth Management
Georgia
$286K
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$279K +$21K +1,000 +8%
FA
72
Fiduciary Alliance
South Carolina
$274K +$274K +13,025 New
BFA
73
Bragg Financial Advisors
North Carolina
$273K
SWP
74
Stratos Wealth Partners
Ohio
$264K -$2.1K -100 -0.8%
YIH
75
Y-Intercept (HK)
Hong Kong
$258K -$71.6K -3,404 -22%