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Fidus Investment

121 hedge funds and large institutions have $180M invested in Fidus Investment in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

70% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 30

39% more call options, than puts

Call options by funds: $505K | Put options by funds: $363K

8% more funds holding

Funds holding: 112121 (+9)

7% more capital invested

Capital invested by funds: $168M → $180M (+$12.3M)

1.93% more ownership

Funds ownership: 23.52%25.45% (+1.9%)

Holders
121
Holders Change
+9
Holders Change %
+8.04%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
51
Reduced
30
Closed
11
Calls
$505K
Puts
$363K
Net Calls
+$142K
Net Calls Change
-$214K
Name Holding Trade Value Shares
Change
Change in
Stake
DTL
76
Dynamic Technology Lab
Singapore
$270K +$291K +13,248 New
JP Morgan Chase
77
JP Morgan Chase
New York
$269K +$267K +12,197 +1,220%
FA
78
Fiduciary Alliance
South Carolina
$266K
BFA
79
Bragg Financial Advisors
North Carolina
$265K
Osaic Holdings
80
Osaic Holdings
Arizona
$248K +$13.3K +607 +5%
SIC
81
Sage Investment Counsel
Tennessee
$246K +$373 +17 +0.1%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$234K +$16K +729 +7%
TI
83
TrueMark Investments
Illinois
$234K -$1.45M -66,333 -85%
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$233K -$56.4K -2,574 -18%
PAG
85
Private Advisor Group
New Jersey
$233K +$38K +1,732 +18%
IFG
86
Independent Financial Group
California
$225K +$9.87K +450 +4%
YIH
87
Y-Intercept (HK)
Hong Kong
$222K -$30K -1,367 -11%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$213K +$7.32K +334 +3%
Mariner
89
Mariner
Kansas
$207K +$222K +10,129 New
AR
90
Advisory Research
Illinois
$203K -$5.86K -267 -3%
William Blair & Company
91
William Blair & Company
Illinois
$202K
QT
92
Quantbot Technologies
New York
$200K +$215K +9,796 New
FFA
93
Farther Finance Advisors
California
$156K
BBHC
94
Brown Brothers Harriman & Co
New York
$109K
SIS
95
Sound Income Strategies
Florida
$105K +$4.12K +188 +4%
GWSG
96
GPS Wealth Strategies Group
Colorado
$88.6K -$11.4K -520 -11%
MEG
97
Millstone Evans Group
Colorado
$75.2K
HCP
98
Hexagon Capital Partners
Arkansas
$73.7K -$624K -28,444 -89%
MCM
99
MAI Capital Management
Ohio
$63.9K
CAL
100
Capital Advisors Ltd
Ohio
$46K

FDUS Hedge Fund Activity: Q1 2025 in Review

121 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q1 2025, worth a combined $180M — up 7.4% from $168M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FDUS positions and 11 closed out — a net gain of 9 holders — while 51 added to existing stakes and 30 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $4.3M. The largest seller was Invesco, cutting an estimated $2.27M.

  • 121 institutional investors held Fidus Investment (FDUS) as of Q1 2025, up from 112 in Q4 2024.
  • Funds reported $180M of Fidus Investment stock for Q1 2025, up 7.4% quarter-over-quarter.
  • 20 funds opened new Fidus Investment positions in Q1 2025 and 11 closed out, a net change of +9 holders.
  • The largest Fidus Investment buyer in Q1 2025 was Two Sigma Advisers, an estimated $4.3M added.
  • The largest Fidus Investment seller in Q1 2025 was Invesco, an estimated $2.27M sold.

Based on aggregated 13F filings for Q1 2025.