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Fidus Investment
FDUS

142 hedge funds and large institutions have $173M invested in Fidus Investment in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $742K | Put options by funds: $319K

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

1.57% less ownership

Funds ownership: 27.63% → 26.06% (-1.6%)

5% less funds holding

Funds holding: 149 → 142 (-7)

11% less capital invested

Capital invested by funds: $194M → $173M (-$21.7M)

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

Holders
142
Holders Change
-7
Holders Change %
-4.7%
% of All Funds
1.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
48
Reduced
38
Closed
24
Calls
$742K
Puts
$319K
Net Calls
+$423K
Net Calls Change
-$556K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$1.91M
2
Raymond James Financial
Raymond James Financial
Florida
+$1.28M
3
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$1.22M
4
SWP
Significant Wealth Partners
Illinois
+$1.19M
5
TI
Trexquant Investment
Connecticut
+$1.05M

Top Sellers

1
VanEck Associates
VanEck Associates
New York
-$2.59M
2
Two Sigma Investments
Two Sigma Investments
New York
-$2.03M
3
BlackRock
BlackRock
New York
-$1.92M
4
CAGAS
Capital Advisory Group Advisory Services
Minnesota
-$1.36M
5
Credit Agricole
Credit Agricole
France
-$973K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
76
Secure Asset Management
Michigan
$358K +$96.3K +5,153 +33%
AI
77
Accredited Investors
Minnesota
$348K – – –
PFS
78
Prospera Financial Services
Texas
$348K – – –
OC
79
Oppenheimer & Co
New York
$343K +$3.66K +196 +1%
MCM
80
Monument Capital Management
Virginia
$332K – – –
Truist Financial
81
Truist Financial
North Carolina
$326K -$470K -25,168 -57%
PUI
82
Purpose Unlimited Inc
$322K +$350K +18,760 New
NC
83
nVerses Capital
Florida
$314K +$337K +18,039 New
OHWP
84
Oak Harbor Wealth Partners
North Carolina
$313K – – –
ET
85
Entropy Technologies
New York
$305K +$327K +17,511 New
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$263K +$60K +3,211 +27%
JSL
87
JT Stratford LLC
Georgia
$262K – – –
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$253K +$146K +7,826 +117%
HWM
89
HB Wealth Management
Georgia
$233K -$4.48K -240 -2%
MQWP
90
Morey & Quinn Wealth Partners
Nebraska
$231K – – –
FA
91
Fiduciary Alliance
South Carolina
$230K – – –
SIC
92
Sage Investment Counsel
Tennessee
$228K +$18.7K +1,000 +8%
BFA
93
Bragg Financial Advisors
North Carolina
$227K – – –
AAS
94
Annex Advisory Services
Wisconsin
$218K – – –
Wells Fargo
95
Wells Fargo
California
$204K -$147K -7,880 -40%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$204K +$1.14K +61 +0.5%
PAG
97
Private Advisor Group
New Jersey
$197K -$49.1K -2,626 -19%
KCPT
98
Kingstone Capital Partners Texas
Texas
$189K +$8.54K +457 +4%
CA
99
Calton & Associates
Florida
$180K +$193K +10,314 New
KAS
100
Kestra Advisory Services
Texas
$178K -$25.4K -1,358 -12%
2 3
4
5 6

FDUS Hedge Fund Activity: Q1 2026 in Review

142 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q1 2026, worth a combined $173M — down 11% from $194M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of FDUS and 20 opened new positions — a net loss of 4 holders — while 38 trimmed existing stakes and 48 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.91M. The largest seller was VanEck Associates, cutting an estimated $2.59M.

  • 142 institutional investors held Fidus Investment (FDUS) as of Q1 2026, down from 149 in Q4 2025.
  • Funds reported $173M of Fidus Investment stock for Q1 2026, down 11% quarter-over-quarter.
  • 20 funds opened new Fidus Investment positions in Q1 2026 and 24 closed out, a net change of -4 holders.
  • The largest Fidus Investment buyer in Q1 2026 was Citadel Advisors, an estimated $1.91M added.
  • The largest Fidus Investment seller in Q1 2026 was VanEck Associates, an estimated $2.59M sold.

Based on aggregated 13F filings for Q1 2026.