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Fidus Investment

112 hedge funds and large institutions have $168M invested in Fidus Investment in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more call options, than puts

Call options by funds: $599K | Put options by funds: $243K

70% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 27

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

12% more capital invested

Capital invested by funds: $150M → $168M (+$17.4M)

1% more funds holding

Funds holding: 111112 (+1)

0.38% more ownership

Funds ownership: 23.14%23.52% (+0.38%)

Holders
112
Holders Change
+1
Holders Change %
+0.9%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
46
Reduced
27
Closed
15
Calls
$599K
Puts
$243K
Net Calls
+$356K
Net Calls Change
-$964K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
101
Cedar Wealth Management
California
$20.9K
Russell Investments Group
102
Russell Investments Group
United Kingdom
$14.1K +$13.6K +672 New
SWM
103
Spire Wealth Management
Virginia
$10.5K
TRCT
104
Tower Research Capital (TRC)
New York
$9K +$8.67K +428 New
LWANC
105
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.68K
Simplex Trading
106
Simplex Trading
Illinois
$7K +$7.15K +353 New
PWS
107
Peterson Wealth Services
Utah
$6.87K +$1.48K +73 +29%
AWM
108
Avior Wealth Management
Nebraska
$5.72K
GWM
109
Geneos Wealth Management
Colorado
$1.07K
AF
110
Advisornet Financial
Minnesota
$572
HIMS
111
Hager Investment Management Services
New Hampshire
$58 +$61 +3 New
IA
112
IFP Advisors
Florida
$21
Millennium Management
113
Millennium Management
New York
-$3.08M -157,259 Closed
SSA
114
Schonfeld Strategic Advisors
New York
-$476K -24,300 Closed
STA
115
Summit Trail Advisors
New York
-$441K -22,502 Closed
GC
116
Grimes & Company
Massachusetts
-$364K -18,582 Closed
KOC
117
Koss-Olinger Consulting
Florida
-$337K -17,205 Closed
PP
118
Paloma Partners
Connecticut
-$268K -13,664 Closed
BW
119
Bison Wealth
Georgia
-$226K -11,525 Closed
QT
120
Quantbot Technologies
New York
-$136K -6,934 Closed
GJWM
121
Gilliland Jeter Wealth Management
Arkansas
-$29.4K -1,500 Closed
CIBC Private Wealth Group
122
CIBC Private Wealth Group
Georgia
-$24.8K -1,267 Closed
QL
123
Quarry LP
New York
-$17.3K -883 Closed
NS
124
NBC Securities
Alabama
-$11K -565 Closed
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
-$5.74K -293 Closed

FDUS Hedge Fund Activity: Q4 2024 in Review

112 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q4 2024, worth a combined $168M — up 12% from $150M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FDUS positions and 15 closed out — a net gain of 5 holders — while 46 added to existing stakes and 27 trimmed.

The largest buyer was Columbus Macro, opening a new position worth an estimated $5.41M. The largest seller was Morgan Stanley, cutting an estimated $3.29M.

  • 112 institutional investors held Fidus Investment (FDUS) as of Q4 2024, up from 111 in Q3 2024.
  • Funds reported $168M of Fidus Investment stock for Q4 2024, up 12% quarter-over-quarter.
  • 20 funds opened new Fidus Investment positions in Q4 2024 and 15 closed out, a net change of +5 holders.
  • The largest Fidus Investment buyer in Q4 2024 was Columbus Macro, an estimated $5.41M added.
  • The largest Fidus Investment seller in Q4 2024 was Morgan Stanley, an estimated $3.29M sold.

Based on aggregated 13F filings for Q4 2024.