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Fidus Investment

121 hedge funds and large institutions have $183M invested in Fidus Investment in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $248K

100% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 27

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

1% more capital invested

Capital invested by funds: $180M → $183M (+$2.56M)

0.57% more ownership

Funds ownership: 25.45%26.02% (+0.57%)

0% more funds holding

Funds holding: 121121 (0)

Holders
121
Holders Change
Holders Change %
0%
% of All Funds
1.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
54
Reduced
27
Closed
16
Calls
$1.02M
Puts
$248K
Net Calls
+$776K
Net Calls Change
+$634K
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
51
Mercer Global Advisors
Colorado
$602K +$582K +29,783 New
CWM
52
Cornerstone Wealth Management
Missouri
$549K +$38.4K +1,965 +8%
QCM
53
Quantinno Capital Management
New York
$549K +$530K +27,165 New
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$543K +$51.4K +2,633 +11%
N
55
Natixis
France
$539K
SWP
56
Stratos Wealth Partners
Ohio
$529K +$195K +10,000 +62%
SPIA
57
Steward Partners Investment Advisory
New York
$511K +$36.1K +1,850 +8%
Wells Fargo
58
Wells Fargo
California
$483K -$79.6K -4,076 -15%
CCIA
59
Campbell & Co Investment Adviser
Maryland
$466K -$236K -12,067 -34%
BPA
60
Beacon Pointe Advisors
California
$457K +$442K +22,628 New
STA
61
Summit Trail Advisors
New York
$455K +$439K +22,502 New
EGA
62
Eagle Global Advisors
Texas
$451K +$156K +8,015 +56%
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$425K +$47.2K +2,417 +13%
CA
64
Clearstead Advisors
Ohio
$417K +$1.76K +90 +0.4%
OIA
65
Optimum Investment Advisors
Illinois
$412K +$33.9K +1,738 +9%
OC
66
Oppenheimer & Co
New York
$411K +$25.3K +1,298 +7%
Northern Trust
67
Northern Trust
Illinois
$408K +$394K +20,202 New
PFS
68
Prospera Financial Services
Texas
$407K +$98 +5 +0%
AI
69
Accredited Investors
Minnesota
$404K +$390K +20,000 New
OHWP
70
Oak Harbor Wealth Partners
North Carolina
$363K
Bank of America
71
Bank of America
North Carolina
$357K -$9.39K -481 -3%
Simplex Trading
72
Simplex Trading
Illinois
$332K +$321K +16,458 New
KOC
73
Koss-Olinger Consulting
Florida
$326K +$315K +16,153 New
GSEP
74
Golden State Equity Partners
California
$318K +$307K +15,740 New
MQWP
75
Morey & Quinn Wealth Partners
Nebraska
$299K

FDUS Hedge Fund Activity: Q2 2025 in Review

121 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q2 2025, worth a combined $183M — up 1.4% from $180M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FDUS positions and 16 closed out — a net gain of 1 holder — while 54 added to existing stakes and 27 trimmed.

The largest buyer was UBS Group, adding an estimated $1.96M. The largest seller was Raymond James Financial, cutting an estimated $2.43M.

  • 121 institutional investors held Fidus Investment (FDUS) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $183M of Fidus Investment stock for Q2 2025, up 1.4% quarter-over-quarter.
  • 17 funds opened new Fidus Investment positions in Q2 2025 and 16 closed out, a net change of +1 holder.
  • The largest Fidus Investment buyer in Q2 2025 was UBS Group, an estimated $1.96M added.
  • The largest Fidus Investment seller in Q2 2025 was Raymond James Financial, an estimated $2.43M sold.

Based on aggregated 13F filings for Q2 2025.