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Fidus Investment

119 hedge funds and large institutions have $179M invested in Fidus Investment in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
50
Reduced
30
Closed
11
Calls
$505K
Puts
$363K
Net Calls
+$142K
Net Calls Change
-$214K
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$269K +$249K +12,197 +1,220%
FA
77
Fiduciary Alliance
South Carolina
$266K
BFA
78
Bragg Financial Advisors
North Carolina
$265K
Osaic Holdings
79
Osaic Holdings
Arizona
$248K +$12.4K +607 +5%
SIC
80
Sage Investment Counsel
Tennessee
$246K +$347 +17 +0.1%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$234K +$14.9K +729 +7%
TI
82
TrueMark Investments
Illinois
$234K -$1.35M -66,333 -85%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$233K -$52.5K -2,574 -18%
PAG
84
Private Advisor Group
New Jersey
$233K +$35.3K +1,732 +18%
YIH
85
Y-Intercept (HK)
Hong Kong
$222K -$27.9K -1,367 -11%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$213K +$6.8K +334 +3%
Mariner
87
Mariner
Kansas
$207K +$207K +10,129 New
AR
88
Advisory Research
Illinois
$203K -$5.44K -267 -3%
William Blair & Company
89
William Blair & Company
Illinois
$202K
QT
90
Quantbot Technologies
New York
$200K +$200K +9,796 New
FFA
91
Farther Finance Advisors
California
$156K
BBHC
92
Brown Brothers Harriman & Co
New York
$109K
SIS
93
Sound Income Strategies
Florida
$105K +$3.83K +188 +4%
GWSG
94
GPS Wealth Strategies Group
Colorado
$88.6K -$10.6K -520 -11%
MEG
95
Millstone Evans Group
Colorado
$75.2K
HCP
96
Hexagon Capital Partners
Arkansas
$73.7K -$580K -28,444 -89%
MCM
97
MAI Capital Management
Ohio
$63.9K
CAL
98
Capital Advisors Ltd
Ohio
$46K
Citigroup
99
Citigroup
New York
$42.8K +$3.36K +165 +9%
PC
100
Promus Capital
Illinois
$41.2K