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Fidus Investment

129 hedge funds and large institutions have $194M invested in Fidus Investment in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.04M
Puts
$314K
Net Calls
Net Calls Change

Top Buyers

1 +$1.65M
2 +$1.63M
3 +$1.6M
4
UBS Group
UBS Group
Switzerland
+$1.57M
5
Marshall Wace
Marshall Wace
United Kingdom
+$1.32M

Top Sellers

1 -$5.76M
2 -$1.36M
3 -$1.09M
4
Raymond James Financial
Raymond James Financial
Florida
-$772K
5
MM
MQS Management
New York
-$739K
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
101
Brown Brothers Harriman & Co
New York
$108K
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$84K
MEG
103
Millstone Evans Group
Colorado
$74.7K
MCM
104
MAI Capital Management
Ohio
$63.5K
ASN
105
Advisory Services Network
Georgia
$60.8K
Simplex Trading
106
Simplex Trading
Illinois
$52K
GWSG
107
GPS Wealth Strategies Group
Colorado
$48.2K
CAL
108
Capital Advisors Ltd
Ohio
$46K
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$45K
PC
110
Promus Capital
Illinois
$41K
SIS
111
Sound Income Strategies
Florida
$34.8K
AUB
112
Atlantic Union Bankshares
Virginia
$30.4K
OP
113
ORG Partners
Indiana
$28.7K
SOADOR
114
State of Alaska Department of Revenue
Alaska
$28K
AF
115
Advisornet Financial
Minnesota
$24.9K
CWM
116
Cedar Wealth Management
California
$20.1K
QL
117
Quarry LP
New York
$15.7K
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$15.2K
1NWS
119
1 North Wealth Services
Maryland
$12.2K
SC
120
SouthState Corp
Florida
$10.1K
PWS
121
Peterson Wealth Services
Utah
$2.47K
FWA
122
Flagship Wealth Advisors
Massachusetts
$1.7K
Russell Investments Group
123
Russell Investments Group
United Kingdom
$1.46K
NEWAS
124
N.E.W. Advisory Services
Wisconsin
$1.26K
GWM
125
Geneos Wealth Management
Colorado
$1.03K