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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 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
14
Calls
$1.02M
Puts
$248K
Net Calls
+$776K
Net Calls Change
+$634K

Top Buyers

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

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
$16.4M
2
Two Sigma Investments
Two Sigma Investments
New York
$5.82M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
AAM
Advisors Asset Management
Colorado
$3.12M
5
VF
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
76
Private Advisor Group
New Jersey
$298K +$67.1K +3,323 +29%
Verition Fund Management
77
Verition Fund Management
Connecticut
$285K +$285K +14,100 New
Stifel Financial
78
Stifel Financial
Missouri
$283K -$79.5K -3,935 -22%
HWM
79
HB Wealth Management
Georgia
$275K – – –
FA
80
Fiduciary Alliance
South Carolina
$263K – – –
BFA
81
Bragg Financial Advisors
North Carolina
$263K – – –
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$244K +$13.2K +654 +6%
SIC
83
Sage Investment Counsel
Tennessee
$244K – – –
Osaic Holdings
84
Osaic Holdings
Arizona
$243K -$12.8K -607 -5%
Mariner
85
Mariner
Kansas
$233K +$28K +1,386 +14%
AR
86
Advisory Research
Illinois
$214K +$12.4K +612 +6%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$211K – – –
AWS
88
Atria Wealth Solutions
New York
$204K +$204K +10,089 New
QT
89
Quantbot Technologies
New York
$183K -$15.1K -749 -8%
FFA
90
Farther Finance Advisors
California
$148K -$4.46K -221 -3%
BBHC
91
Brown Brothers Harriman & Co
New York
$108K – – –
JPMorgan Chase & Co
92
JPMorgan Chase & Co
New York
$88.8K -$178K -8,799 -67%
AWM
93
Atticus Wealth Management
Florida
$77.1K +$77.1K +3,816 New
MEG
94
Millstone Evans Group
Colorado
$74.5K – – –
MCM
95
MAI Capital Management
Ohio
$63.3K – – –
MIA
96
MeadowBrook Investment Advisors
Michigan
$57.6K +$27.3K +1,350 +90%
GWSG
97
GPS Wealth Strategies Group
Colorado
$55.3K -$32.4K -1,606 -37%
FHA
98
First Horizon Advisors
Tennessee
$53.7K +$32.6K +1,615 +155%
QL
99
Quarry LP
New York
$47.8K +$19.9K +986 +71%
CAL
100
Capital Advisors Ltd
Ohio
$45K – – –
2 3
4
5 6