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Fidus Investment

121 hedge funds and large institutions have $183M invested in Fidus Investment in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $248K

100% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 27

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

1% more capital invested

Capital invested by funds: $180M → $183M (+$2.56M)

0.57% more ownership

Funds ownership: 25.45%26.02% (+0.57%)

0% more funds holding

Funds holding: 121121 (0)

Holders
121
Holders Change
Holders Change %
0%
% of All Funds
1.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
54
Reduced
27
Closed
16
Calls
$1.02M
Puts
$248K
Net Calls
+$776K
Net Calls Change
+$634K
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
76
Private Advisor Group
New Jersey
$298K +$64.9K +3,323 +29%
Verition Fund Management
77
Verition Fund Management
Connecticut
$285K +$275K +14,100 New
Stifel Financial
78
Stifel Financial
Missouri
$283K -$76.8K -3,935 -22%
HWM
79
HB Wealth Management
Georgia
$275K
Osaic Holdings
80
Osaic Holdings
Arizona
$264K +$18K +920 +8%
FA
81
Fiduciary Alliance
South Carolina
$263K
BFA
82
Bragg Financial Advisors
North Carolina
$263K
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$244K +$12.8K +654 +6%
SIC
84
Sage Investment Counsel
Tennessee
$244K
Mariner
85
Mariner
Kansas
$233K +$27.1K +1,386 +14%
IFG
86
Independent Financial Group
California
$223K
AR
87
Advisory Research
Illinois
$214K +$11.9K +612 +6%
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$211K
AWS
89
Atria Wealth Solutions
New York
$204K +$197K +10,089 New
QT
90
Quantbot Technologies
New York
$183K -$14.6K -749 -8%
FFA
91
Farther Finance Advisors
California
$148K -$4.32K -221 -3%
BBHC
92
Brown Brothers Harriman & Co
New York
$108K
JP Morgan Chase
93
JP Morgan Chase
New York
$88.8K -$172K -8,799 -67%
AWM
94
Atticus Wealth Management
Florida
$77.1K +$74.5K +3,816 New
MEG
95
Millstone Evans Group
Colorado
$74.5K
MCM
96
MAI Capital Management
Ohio
$63.3K
MIA
97
MeadowBrook Investment Advisors
Michigan
$57.6K +$26.4K +1,350 +90%
GWSG
98
GPS Wealth Strategies Group
Colorado
$55.3K -$31.4K -1,606 -37%
FHA
99
First Horizon Advisors
Tennessee
$53.7K +$31.5K +1,615 +155%
QL
100
Quarry LP
New York
$47.8K +$19.3K +986 +71%

FDUS Hedge Fund Activity: Q2 2025 in Review

121 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q2 2025, worth a combined $183M — up 1.4% from $180M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FDUS positions and 16 closed out — a net gain of 1 holder — while 54 added to existing stakes and 27 trimmed.

The largest buyer was UBS Group, adding an estimated $1.96M. The largest seller was Raymond James Financial, cutting an estimated $2.43M.

  • 121 institutional investors held Fidus Investment (FDUS) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $183M of Fidus Investment stock for Q2 2025, up 1.4% quarter-over-quarter.
  • 17 funds opened new Fidus Investment positions in Q2 2025 and 16 closed out, a net change of +1 holder.
  • The largest Fidus Investment buyer in Q2 2025 was UBS Group, an estimated $1.96M added.
  • The largest Fidus Investment seller in Q2 2025 was Raymond James Financial, an estimated $2.43M sold.

Based on aggregated 13F filings for Q2 2025.