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Fidus Investment

130 hedge funds and large institutions have $194M invested in Fidus Investment in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $314K

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

35% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 34

7% more funds holding

Funds holding: 121130 (+9)

6% more capital invested

Capital invested by funds: $183M → $194M (+$11.5M)

1.04% more ownership

Funds ownership: 26.02%27.07% (+1%)

Holders
130
Holders Change
+9
Holders Change %
+7.44%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
46
Reduced
34
Closed
8
Calls
$1.04M
Puts
$314K
Net Calls
+$727K
Net Calls Change
-$49K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$633K +$655K +31,078 +20,719%
BHCM
52
Brevan Howard Capital Management
Jersey
$630K +$656K +31,091 New
LFAS
53
Level Four Advisory Services
Texas
$628K +$10.7K +507 +2%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$610K +$6.45K +306 +1%
Creative Planning
55
Creative Planning
Kansas
$568K +$591K +28,044 New
CWM
56
Cornerstone Wealth Management
Missouri
$563K +$13.1K +619 +2%
SPIA
57
Steward Partners Investment Advisory
New York
$562K +$51.5K +2,440 +10%
QCM
58
Quantinno Capital Management
New York
$550K
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$539K -$6.54K -310 -1%
SWP
60
Stratos Wealth Partners
Ohio
$531K
N
61
Natixis
France
$519K -$25.9K -1,226 -5%
Northern Trust
62
Northern Trust
Illinois
$469K +$62.6K +2,967 +15%
BPA
63
Beacon Pointe Advisors
California
$458K
Bank of America
64
Bank of America
North Carolina
$456K +$102K +4,846 +27%
STA
65
Summit Trail Advisors
New York
$456K
EGA
66
Eagle Global Advisors
Texas
$452K
GRP
67
Global Retirement Partners
California
$432K +$433K +20,549 +2,608%
OC
68
Oppenheimer & Co
New York
$423K +$11.3K +536 +3%
OIA
69
Optimum Investment Advisors
Illinois
$418K +$4.96K +235 +1%
VA
70
VestGen Advisors
Illinois
$418K +$435K +20,628 New
Wells Fargo
71
Wells Fargo
California
$413K -$74.2K -3,518 -15%
AI
72
Accredited Investors
Minnesota
$405K
PFS
73
Prospera Financial Services
Texas
$405K -$4.32K -205 -1%
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$399K -$10.3K -489 -2%
MCM
75
Monument Capital Management
Virginia
$386K +$402K +19,039 New

FDUS Hedge Fund Activity: Q3 2025 in Review

130 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q3 2025, worth a combined $194M — up 6.3% from $183M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FDUS positions and 8 closed out — a net gain of 12 holders — while 46 added to existing stakes and 34 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $1.72M. The largest seller was Two Sigma Advisers, cutting an estimated $6M.

  • 130 institutional investors held Fidus Investment (FDUS) as of Q3 2025, up from 121 in Q2 2025.
  • Funds reported $194M of Fidus Investment stock for Q3 2025, up 6.3% quarter-over-quarter.
  • 20 funds opened new Fidus Investment positions in Q3 2025 and 8 closed out, a net change of +12 holders.
  • The largest Fidus Investment buyer in Q3 2025 was Cetera Investment Advisers, an estimated $1.72M added.
  • The largest Fidus Investment seller in Q3 2025 was Two Sigma Advisers, an estimated $6M sold.

Based on aggregated 13F filings for Q3 2025.