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Fidus Investment

130 hedge funds and large institutions have $194M invested in Fidus Investment in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $314K

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

35% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 34

7% more funds holding

Funds holding: 121130 (+9)

6% more capital invested

Capital invested by funds: $183M → $194M (+$11.5M)

1.04% more ownership

Funds ownership: 26.02%27.07% (+1%)

Holders
130
Holders Change
+9
Holders Change %
+7.44%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
46
Reduced
34
Closed
8
Calls
$1.04M
Puts
$314K
Net Calls
+$727K
Net Calls Change
-$49K
Name Holding Trade Value Shares
Change
Change in
Stake
OHWP
76
Oak Harbor Wealth Partners
North Carolina
$364K
AWM
77
Apollon Wealth Management
South Carolina
$362K +$377K +17,852 New
Stifel Financial
78
Stifel Financial
Missouri
$336K +$54.2K +2,570 +18%
CA
79
Clearstead Advisors
Ohio
$333K -$89.2K -4,229 -20%
GSEP
80
Golden State Equity Partners
California
$330K +$11.9K +565 +4%
KOC
81
Koss-Olinger Consulting
Florida
$326K
Verition Fund Management
82
Verition Fund Management
Connecticut
$318K +$33.7K +1,600 +11%
PAG
83
Private Advisor Group
New Jersey
$306K +$7.4K +351 +2%
JSL
84
JT Stratford LLC
Georgia
$305K +$317K +15,046 New
Osaic Holdings
85
Osaic Holdings
Arizona
$281K
HWM
86
HB Wealth Management
Georgia
$276K
MQWP
87
Morey & Quinn Wealth Partners
Nebraska
$269K -$31.6K -1,500 -10%
FA
88
Fiduciary Alliance
South Carolina
$264K
BFA
89
Bragg Financial Advisors
North Carolina
$264K
SIC
90
Sage Investment Counsel
Tennessee
$245K
Mariner
91
Mariner
Kansas
$244K +$11K +523 +5%
KAS
92
Kestra Advisory Services
Texas
$235K +$244K +11,576 New
SAM
93
Secure Asset Management
Michigan
$231K +$240K +11,366 New
IFG
94
Independent Financial Group
California
$224K
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$212K -$105 -5 -0%
AR
96
Advisory Research
Illinois
$211K -$3.61K -171 -2%
William Blair & Company
97
William Blair & Company
Illinois
$200K +$208K +9,883 New
JP Morgan Chase
98
JP Morgan Chase
New York
$178K +$92.7K +4,395 +100%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$155K -$93.3K -4,424 -37%
FFA
100
Farther Finance Advisors
California
$149K

FDUS Hedge Fund Activity: Q3 2025 in Review

130 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q3 2025, worth a combined $194M — up 6.3% from $183M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FDUS positions and 8 closed out — a net gain of 12 holders — while 46 added to existing stakes and 34 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $1.72M. The largest seller was Two Sigma Advisers, cutting an estimated $6M.

  • 130 institutional investors held Fidus Investment (FDUS) as of Q3 2025, up from 121 in Q2 2025.
  • Funds reported $194M of Fidus Investment stock for Q3 2025, up 6.3% quarter-over-quarter.
  • 20 funds opened new Fidus Investment positions in Q3 2025 and 8 closed out, a net change of +12 holders.
  • The largest Fidus Investment buyer in Q3 2025 was Cetera Investment Advisers, an estimated $1.72M added.
  • The largest Fidus Investment seller in Q3 2025 was Two Sigma Advisers, an estimated $6M sold.

Based on aggregated 13F filings for Q3 2025.