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Fidus Investment

112 hedge funds and large institutions have $168M invested in Fidus Investment in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $599K | Put options by funds: $243K

70% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 27

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

12% more capital invested

Capital invested by funds: $150M → $168M (+$17.4M)

1% more funds holding

Funds holding: 111112 (+1)

0.38% more ownership

Funds ownership: 23.14%23.52% (+0.38%)

Holders
112
Holders Change
+1
Holders Change %
+0.9%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
46
Reduced
27
Closed
15
Calls
$599K
Puts
$243K
Net Calls
+$356K
Net Calls Change
-$964K
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
76
Sage Investment Counsel
Tennessee
$253K +$244K +12,053 New
Osaic Holdings
77
Osaic Holdings
Arizona
$243K -$37.6K -1,853 -14%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$226K +$218K +10,745 New
IFG
79
Independent Financial Group
California
$223K -$81.1K -4,000 -27%
EGA
80
Eagle Global Advisors
Texas
$221K
AR
81
Advisory Research
Illinois
$215K -$9.65K -476 -4%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$213K -$12.2K -600 -6%
William Blair & Company
83
William Blair & Company
Illinois
$208K +$200K +9,883 New
PAG
84
Private Advisor Group
New Jersey
$203K +$196K +9,679 New
FFA
85
Farther Finance Advisors
California
$159K +$2.03K +100 +1%
BBHC
86
Brown Brothers Harriman & Co
New York
$112K
SIS
87
Sound Income Strategies
Florida
$105K -$1.09K -54 -1%
GWSG
88
GPS Wealth Strategies Group
Colorado
$102K
MEG
89
Millstone Evans Group
Colorado
$77.5K +$74.7K +3,686 New
EWA
90
EverSource Wealth Advisors
Alabama
$75.6K
MCM
91
MAI Capital Management
Ohio
$65.8K +$63.5K +3,132 New
ME
92
McIlrath & Eck
Washington
$63.6K
MIA
93
MeadowBrook Investment Advisors
Michigan
$53.9K -$9.63K -475 -16%
Comerica Bank
94
Comerica Bank
Texas
$47.5K +$1.36K +67 +3%
CAL
95
Capital Advisors Ltd
Ohio
$47K
PC
96
Promus Capital
Illinois
$42.5K +$41K +2,023 New
Citigroup
97
Citigroup
New York
$40.7K +$9.93K +490 +34%
T
98
Transce3nd
Texas
$32.5K +$31.3K +1,544 New
FHA
99
First Horizon Advisors
Tennessee
$22.9K +$6.73K +332 +44%
JP Morgan Chase
100
JP Morgan Chase
New York
$21K

FDUS Hedge Fund Activity: Q4 2024 in Review

112 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q4 2024, worth a combined $168M — up 12% from $150M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FDUS positions and 15 closed out — a net gain of 5 holders — while 46 added to existing stakes and 27 trimmed.

The largest buyer was Columbus Macro, opening a new position worth an estimated $5.41M. The largest seller was Morgan Stanley, cutting an estimated $3.29M.

  • 112 institutional investors held Fidus Investment (FDUS) as of Q4 2024, up from 111 in Q3 2024.
  • Funds reported $168M of Fidus Investment stock for Q4 2024, up 12% quarter-over-quarter.
  • 20 funds opened new Fidus Investment positions in Q4 2024 and 15 closed out, a net change of +5 holders.
  • The largest Fidus Investment buyer in Q4 2024 was Columbus Macro, an estimated $5.41M added.
  • The largest Fidus Investment seller in Q4 2024 was Morgan Stanley, an estimated $3.29M sold.

Based on aggregated 13F filings for Q4 2024.