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Fidus Investment
FDUS

Overview Fund Activity

119 hedge funds and large institutions have $183M invested in Fidus Investment in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 27 reducing their positions, and 13 closing their positions.

Holders
119
Holders Change
–
Holders Change %
0%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
54
Reduced
27
Closed
13
Calls
$539K
Puts
$6K
Net Calls
+$533K
Net Calls Change
+$391K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$6.03M
2
MC
2
Muzinich & Co
New York
$3.84M
3
VanEck Associates
3
VanEck Associates
New York
$17.1M
4
LWANC
4
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.57M
5
DADC
5
D.A. Davidson & Co
Montana
$2.34M

Top Sellers

1
Raymond James Financial
1
Raymond James Financial
Florida
$16.4M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$5.82M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
AAM
4
Advisors Asset Management
Colorado
$3.12M
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
76
Private Advisor Group
New Jersey
$298K 14,734 +3,323 +29%
Verition Fund Management
77
Verition Fund Management
Connecticut
$285K 14,100 +14,100 New
Stifel Financial
78
Stifel Financial
Missouri
$283K 13,995 -3,935 -22%
HWM
79
HB Wealth Management
Georgia
$275K 13,599 – –
FA
80
Fiduciary Alliance
South Carolina
$263K 13,025 – –
BFA
81
Bragg Financial Advisors
North Carolina
$263K 13,011 – –
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$244K 12,088 +654 +6%
SIC
83
Sage Investment Counsel
Tennessee
$244K 12,070 – –
Osaic Holdings
84
Osaic Holdings
Arizona
$243K 11,565 -607 -5%
Mariner
85
Mariner
Kansas
$233K 11,515 +1,386 +14%
AR
86
Advisory Research
Illinois
$214K 10,574 +612 +6%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$211K 10,463 – –
AWS
88
Atria Wealth Solutions
New York
$204K 10,089 +10,089 New
QT
89
Quantbot Technologies
New York
$183K 9,047 -749 -8%
FFA
90
Farther Finance Advisors
California
$148K 7,346 -221 -3%
BBHC
91
Brown Brothers Harriman & Co
New York
$108K 5,337 – –
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$88.8K 4,398 -8,799 -67%
AWM
93
Atticus Wealth Management
Florida
$77.1K 3,816 +3,816 New
MEG
94
Millstone Evans Group
Colorado
$74.5K 3,686 – –
MCM
95
MAI Capital Management
Ohio
$63.3K 3,132 – –
MIA
96
MeadowBrook Investment Advisors
Michigan
$57.6K 2,850 +1,350 +90%
GWSG
97
GPS Wealth Strategies Group
Colorado
$55.3K 2,739 -1,606 -37%
FHA
98
First Horizon Advisors
Tennessee
$53.7K 2,658 +1,615 +155%
QL
99
Quarry LP
New York
$47.8K 2,366 +986 +71%
CAL
100
Capital Advisors Ltd
Ohio
$45K 2,250 – –
2 3
4
5 6