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Fidus Investment

142 hedge funds and large institutions have $173M invested in Fidus Investment in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $742K | Put options by funds: $319K

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

1.57% less ownership

Funds ownership: 27.63%26.06% (-1.6%)

5% less funds holding

Funds holding: 149142 (-7)

11% less capital invested

Capital invested by funds: $194M → $173M (-$21.7M)

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

Holders
142
Holders Change
-7
Holders Change %
-4.7%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
48
Reduced
38
Closed
24
Calls
$742K
Puts
$319K
Net Calls
+$423K
Net Calls Change
-$556K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
101
WNY Asset Management
New York
$176K +$189K +10,100 New
FFA
102
Farther Finance Advisors
California
$148K +$23.1K +1,235 +17%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$134K -$4.05K -217 -3%
JP Morgan Chase
104
JP Morgan Chase
New York
$125K -$466K -24,947 -77%
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$124K +$5.25K +281 +4%
BBHC
106
Brown Brothers Harriman & Co
New York
$93K
Osaic Holdings
107
Osaic Holdings
Arizona
$85.4K -$1.94K -104 -2%
MCM
108
MAI Capital Management
Ohio
$72K +$18.7K +1,000 +32%
WSFS
109
Wilmington Savings Fund Society
Delaware
$69.7K +$74.7K +4,000 New
MEG
110
Millstone Evans Group
Colorado
$64.2K
MIA
111
MeadowBrook Investment Advisors
Michigan
$58.4K +$4.95K +265 +9%
BH
112
Burk Holdings
Oklahoma
$42.7K +$45.8K +2,454 New
ACM
113
Aquatic Capital Management
Illinois
$39.1K -$229K -12,276 -85%
CAL
114
Capital Advisors Ltd
Ohio
$39K
ASN
115
Advisory Services Network
Georgia
$34.8K +$37.4K +2,000 New
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$29.8K
HHCP
117
Hilton Head Capital Partners
South Carolina
$27K
AUB
118
Atlantic Union Bankshares
Virginia
$26.1K
SOADOR
119
State of Alaska Department of Revenue
Alaska
$24K
Simplex Trading
120
Simplex Trading
Illinois
$15.6K -$81.9K -4,385 -83%
TRCT
121
Tower Research Capital (TRC)
New York
$15.4K -$124K -6,634 -88%
AF
122
Advisornet Financial
Minnesota
$14.5K -$11.2K -600 -42%
AF
123
Allworth Financial
California
$14K +$56 +3 +0.4%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$13.1K
Jones Financial Companies
125
Jones Financial Companies
Missouri
$13K

FDUS Hedge Fund Activity: Q1 2026 in Review

142 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q1 2026, worth a combined $173M — down 11% from $194M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of FDUS and 20 opened new positions — a net loss of 4 holders — while 38 trimmed existing stakes and 48 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.91M. The largest seller was VanEck Associates, cutting an estimated $2.59M.

  • 142 institutional investors held Fidus Investment (FDUS) as of Q1 2026, down from 149 in Q4 2025.
  • Funds reported $173M of Fidus Investment stock for Q1 2026, down 11% quarter-over-quarter.
  • 20 funds opened new Fidus Investment positions in Q1 2026 and 24 closed out, a net change of -4 holders.
  • The largest Fidus Investment buyer in Q1 2026 was Citadel Advisors, an estimated $1.91M added.
  • The largest Fidus Investment seller in Q1 2026 was VanEck Associates, an estimated $2.59M sold.

Based on aggregated 13F filings for Q1 2026.