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Fidus Investment

119 hedge funds and large institutions have $179M invested in Fidus Investment in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
50
Reduced
30
Closed
11
Calls
$505K
Puts
$363K
Net Calls
+$142K
Net Calls Change
-$214K
Name Holding Trade Value Shares
Change
Shares
Change %
LFAS
51
Level Four Advisory Services
Texas
$723K +$2.59K +127 +0.4%
CCIA
52
Campbell & Co Investment Adviser
Maryland
$716K -$278K -13,657 -28%
Canada Life
53
Canada Life
Manitoba, Canada
$647K +$108K +5,294 +20%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$594K +$694 +34 +0.1%
Wells Fargo
55
Wells Fargo
California
$570K +$197K +9,654 +53%
N
56
Natixis
France
$547K +$15.4K +754 +3%
CWM
57
Cornerstone Wealth Management
Missouri
$514K +$77.1K +3,782 +18%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$495K -$2.18K -107 -0.4%
SPIA
59
Steward Partners Investment Advisory
New York
$478K +$8.34K +409 +2%
Jane Street
60
Jane Street
New York
$475K +$475K +23,318 New
CA
61
Clearstead Advisors
Ohio
$419K +$1.71K +84 +0.4%
PFS
62
Prospera Financial Services
Texas
$411K
Mackenzie Financial
63
Mackenzie Financial
Ontario, Canada
$402K +$402K +19,710 New
OC
64
Oppenheimer & Co
New York
$388K -$4.98K -244 -1%
OIA
65
Optimum Investment Advisors
Illinois
$380K -$2.04K -100 -0.5%
Bank of America
66
Bank of America
North Carolina
$370K +$11.8K +580 +3%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$368K +$97.4K +4,778 +36%
OHWP
68
Oak Harbor Wealth Partners
North Carolina
$367K
Stifel Financial
69
Stifel Financial
Missouri
$366K -$8.16K -400 -2%
SWP
70
Stratos Wealth Partners
Ohio
$330K +$73.9K +3,626 +29%
MQWP
71
Morey & Quinn Wealth Partners
Nebraska
$301K
EGA
72
Eagle Global Advisors
Texas
$292K +$77.5K +3,800 +36%
ACM
73
Aquatic Capital Management
Illinois
$280K +$280K +13,718 New
HWM
74
HB Wealth Management
Georgia
$277K
DTL
75
Dynamic Technology Lab
Singapore
$270K +$270K +13,248 New