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Fidus Investment
FDUS

149 hedge funds and large institutions have $194M invested in Fidus Investment in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $270K

191% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 11

37% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 35

15% more funds holding

Funds holding: 130 → 149 (+19)

0.56% more ownership

Funds ownership: 27.07% → 27.63% (+0.56%)

0% more capital invested

Capital invested by funds: $194M → $194M (+$240K)

Holders
149
Holders Change
+19
Holders Change %
+14.62%
% of All Funds
1.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
48
Reduced
35
Closed
11
Calls
$1.25M
Puts
$270K
Net Calls
+$979K
Net Calls Change
+$252K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$4.92M
2
Two Sigma Investments
Two Sigma Investments
New York
+$3.22M
3
Jane Street
Jane Street
New York
+$2.18M
4
MC
Muzinich & Co
New York
+$1.98M
5
CM
Columbus Macro
Pennsylvania
+$1.68M

Top Sellers

1
Invesco
Invesco
Georgia
-$10.1M
2
GA
GraniteShares Advisors
New York
-$2.94M
3
DADC
D.A. Davidson & Co
Montana
-$1.47M
4
Marshall Wace
Marshall Wace
United Kingdom
-$1.32M
5
VanEck Associates
VanEck Associates
New York
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
HP
51
Haven Private
Florida
$650K +$669K +33,656 New
XT
52
XTX Topco
Cayman Islands
$647K +$667K +33,519 New
VIA
53
Virtus Investment Advisers
Connecticut
$643K -$130K -6,522 -16%
Bank of America
54
Bank of America
North Carolina
$635K +$206K +10,360 +46%
CG
55
Caprock Group
Idaho
$630K – – –
JF
56
Jump Financial
Illinois
$630K +$649K +32,635 New
Goldman Sachs
57
Goldman Sachs
New York
$628K +$647K +32,514 New
JP Morgan Chase
58
JP Morgan Chase
New York
$622K +$466K +23,452 +267%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$603K +$99 +5 +0%
BPA
60
Beacon Pointe Advisors
California
$581K +$149K +7,500 +33%
CWM
61
Cornerstone Wealth Management
Missouri
$581K +$46.4K +2,333 +8%
TI
62
TrueMark Investments
Illinois
$579K +$597K +30,021 New
SPIA
63
Steward Partners Investment Advisory
New York
$555K +$20.7K +1,039 +4%
Creative Planning
64
Creative Planning
Kansas
$554K +$13.4K +672 +2%
QCM
65
Quantinno Capital Management
New York
$524K – – –
LFAS
66
Level Four Advisory Services
Texas
$522K -$78.4K -3,943 -13%
SWP
67
Stratos Wealth Partners
Ohio
$521K +$15.9K +800 +3%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$520K -$62.1K -3,123 -10%
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$481K +$496K +24,941 New
OCA
70
OpenArc Corporate Advisory
Georgia
$480K +$494K +24,847 New
STA
71
Summit Trail Advisors
New York
$436K +$2.27K +114 +0.5%
EGA
72
Eagle Global Advisors
Texas
$430K -$1.39K -70 -0.3%
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
$425K +$438K +22,006 New
GSEP
74
Golden State Equity Partners
California
$424K +$112K +5,652 +35%
Northern Trust
75
Northern Trust
Illinois
$410K -$38.4K -1,929 -8%
1 2
3
4 5

FDUS Hedge Fund Activity: Q4 2025 in Review

149 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q4 2025, worth a combined $194M — up 0.12% from $194M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FDUS positions and 11 closed out — a net gain of 21 holders — while 48 added to existing stakes and 35 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $4.92M. The largest seller was Invesco, exiting entirely with an estimated $10.1M sold.

  • 149 institutional investors held Fidus Investment (FDUS) as of Q4 2025, up from 130 in Q3 2025.
  • Funds reported $194M of Fidus Investment stock for Q4 2025, up 0.12% quarter-over-quarter.
  • 32 funds opened new Fidus Investment positions in Q4 2025 and 11 closed out, a net change of +21 holders.
  • The largest Fidus Investment buyer in Q4 2025 was Millennium Management, an estimated $4.92M added.
  • The largest Fidus Investment seller in Q4 2025 was Invesco, an estimated $10.1M sold.

Based on aggregated 13F filings for Q4 2025.