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Fidus Investment

121 hedge funds and large institutions have $180M invested in Fidus Investment in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

70% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 30

39% more call options, than puts

Call options by funds: $505K | Put options by funds: $363K

8% more funds holding

Funds holding: 112121 (+9)

7% more capital invested

Capital invested by funds: $168M → $180M (+$12.3M)

1.93% more ownership

Funds ownership: 23.52%25.45% (+1.9%)

Holders
121
Holders Change
+9
Holders Change %
+8.04%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
51
Reduced
30
Closed
11
Calls
$505K
Puts
$363K
Net Calls
+$142K
Net Calls Change
-$214K
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
51
Level Four Advisory Services
Texas
$723K +$2.79K +127 +0.4%
CCIA
52
Campbell & Co Investment Adviser
Maryland
$716K -$299K -13,657 -28%
Canada Life
53
Canada Life
Manitoba, Canada
$647K +$116K +5,294 +20%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$594K +$746 +34 +0.1%
Wells Fargo
55
Wells Fargo
California
$570K +$212K +9,654 +53%
N
56
Natixis
France
$547K +$16.5K +754 +3%
CWM
57
Cornerstone Wealth Management
Missouri
$514K +$82.9K +3,782 +18%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$495K -$2.35K -107 -0.4%
SPIA
59
Steward Partners Investment Advisory
New York
$478K +$8.97K +409 +2%
Jane Street
60
Jane Street
New York
$475K +$511K +23,318 New
CA
61
Clearstead Advisors
Ohio
$419K +$1.84K +84 +0.4%
PFS
62
Prospera Financial Services
Texas
$411K
Mackenzie Financial
63
Mackenzie Financial
Ontario, Canada
$402K +$432K +19,710 New
OC
64
Oppenheimer & Co
New York
$388K -$5.35K -244 -1%
OIA
65
Optimum Investment Advisors
Illinois
$380K -$2.19K -100 -0.5%
Bank of America
66
Bank of America
North Carolina
$370K +$12.7K +580 +3%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$368K +$105K +4,778 +36%
OHWP
68
Oak Harbor Wealth Partners
North Carolina
$367K
Stifel Financial
69
Stifel Financial
Missouri
$366K -$8.77K -400 -2%
SWP
70
Stratos Wealth Partners
Ohio
$330K +$79.5K +3,626 +29%
MG
71
Marex Group
$312K +$336K +15,323 New
MQWP
72
Morey & Quinn Wealth Partners
Nebraska
$301K
EGA
73
Eagle Global Advisors
Texas
$292K +$83.3K +3,800 +36%
ACM
74
Aquatic Capital Management
Illinois
$280K +$301K +13,718 New
HWM
75
HB Wealth Management
Georgia
$277K

FDUS Hedge Fund Activity: Q1 2025 in Review

121 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q1 2025, worth a combined $180M — up 7.4% from $168M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FDUS positions and 11 closed out — a net gain of 9 holders — while 51 added to existing stakes and 30 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $4.3M. The largest seller was Invesco, cutting an estimated $2.27M.

  • 121 institutional investors held Fidus Investment (FDUS) as of Q1 2025, up from 112 in Q4 2024.
  • Funds reported $180M of Fidus Investment stock for Q1 2025, up 7.4% quarter-over-quarter.
  • 20 funds opened new Fidus Investment positions in Q1 2025 and 11 closed out, a net change of +9 holders.
  • The largest Fidus Investment buyer in Q1 2025 was Two Sigma Advisers, an estimated $4.3M added.
  • The largest Fidus Investment seller in Q1 2025 was Invesco, an estimated $2.27M sold.

Based on aggregated 13F filings for Q1 2025.