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Fidus Investment

112 hedge funds and large institutions have $168M invested in Fidus Investment in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $599K | Put options by funds: $243K

70% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 27

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

12% more capital invested

Capital invested by funds: $150M → $168M (+$17.4M)

1% more funds holding

Funds holding: 111112 (+1)

0.38% more ownership

Funds ownership: 23.14%23.52% (+0.38%)

Holders
112
Holders Change
+1
Holders Change %
+0.9%
% 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
27
Closed
15
Calls
$599K
Puts
$243K
Net Calls
+$356K
Net Calls Change
-$964K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$548K +$514K +25,340 +3,379%
N
52
Natixis
France
$544K +$263 +13 +0.1%
Neuberger Berman Group
53
Neuberger Berman Group
New York
$518K +$9.1K +449 +2%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$512K +$21.5K +1,059 +5%
SPIA
55
Steward Partners Investment Advisory
New York
$484K +$6.55K +323 +1%
CWM
56
Cornerstone Wealth Management
Missouri
$450K +$40.3K +1,989 +10%
Northern Trust
57
Northern Trust
Illinois
$447K +$64.1K +3,165 +17%
CA
58
Clearstead Advisors
Ohio
$431K +$1.64K +81 +0.4%
PFS
59
Prospera Financial Services
Texas
$424K +$4.05K +200 +1%
OC
60
Oppenheimer & Co
New York
$405K +$72.1K +3,560 +23%
OIA
61
Optimum Investment Advisors
Illinois
$394K +$29K +1,430 +8%
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$387K -$1.1M -54,265 -75%
Stifel Financial
63
Stifel Financial
Missouri
$385K -$10.1K -499 -3%
Wells Fargo
64
Wells Fargo
California
$385K +$91.2K +4,500 +33%
OHWP
65
Oak Harbor Wealth Partners
North Carolina
$378K -$60.8K -3,000 -14%
Bank of America
66
Bank of America
North Carolina
$369K +$3.73K +184 +1%
PGF
67
Plan Group Financial
Oklahoma
$334K +$322K +15,875 New
MQWP
68
Morey & Quinn Wealth Partners
Nebraska
$311K +$299K +14,778 New
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$294K +$11.2K +554 +4%
HWM
70
HB Wealth Management
Georgia
$286K
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$279K +$20.3K +1,000 +8%
FA
72
Fiduciary Alliance
South Carolina
$274K +$264K +13,025 New
BFA
73
Bragg Financial Advisors
North Carolina
$273K
SWP
74
Stratos Wealth Partners
Ohio
$264K -$2.03K -100 -0.8%
YIH
75
Y-Intercept (HK)
Hong Kong
$258K -$69K -3,404 -22%

FDUS Hedge Fund Activity: Q4 2024 in Review

112 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q4 2024, worth a combined $168M — up 12% from $150M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FDUS positions and 15 closed out — a net gain of 5 holders — while 46 added to existing stakes and 27 trimmed.

The largest buyer was Columbus Macro, opening a new position worth an estimated $5.41M. The largest seller was Morgan Stanley, cutting an estimated $3.29M.

  • 112 institutional investors held Fidus Investment (FDUS) as of Q4 2024, up from 111 in Q3 2024.
  • Funds reported $168M of Fidus Investment stock for Q4 2024, up 12% quarter-over-quarter.
  • 20 funds opened new Fidus Investment positions in Q4 2024 and 15 closed out, a net change of +5 holders.
  • The largest Fidus Investment buyer in Q4 2024 was Columbus Macro, an estimated $5.41M added.
  • The largest Fidus Investment seller in Q4 2024 was Morgan Stanley, an estimated $3.29M sold.

Based on aggregated 13F filings for Q4 2024.