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Fidus Investment

121 hedge funds and large institutions have $180M invested in Fidus Investment in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

70% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 30

39% more call options, than puts

Call options by funds: $505K | Put options by funds: $363K

8% more funds holding

Funds holding: 112121 (+9)

7% more capital invested

Capital invested by funds: $168M → $180M (+$12.3M)

1.93% more ownership

Funds ownership: 23.52%25.45% (+1.9%)

Holders
121
Holders Change
+9
Holders Change %
+8.04%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
51
Reduced
30
Closed
11
Calls
$505K
Puts
$363K
Net Calls
+$142K
Net Calls Change
-$214K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$42.8K +$3.62K +165 +9%
PC
102
Promus Capital
Illinois
$41.2K
MIA
103
MeadowBrook Investment Advisors
Michigan
$30.6K -$23.4K -1,065 -42%
OP
104
ORG Partners
Indiana
$29.2K +$31.1K +1,416 New
QL
105
Quarry LP
New York
$28.1K +$30.3K +1,380 New
FHA
106
First Horizon Advisors
Tennessee
$21.3K -$1.03K -47 -4%
CWM
107
Cedar Wealth Management
California
$20.2K
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$15.3K -$556K -25,340 -97%
AF
109
Advisornet Financial
Minnesota
$14.8K +$15.4K +701 +2,596%
1NWS
110
1 North Wealth Services
Maryland
$12.2K +$13.2K +600 New
NS
111
NBC Securities
Alabama
$12K +$13.1K +596 New
SWM
112
Spire Wealth Management
Virginia
$10.2K
LWANC
113
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.42K
PWS
114
Peterson Wealth Services
Utah
$2.48K -$4.52K -206 -63%
GWM
115
Geneos Wealth Management
Colorado
$2.08K +$1.12K +51 +100%
Russell Investments Group
116
Russell Investments Group
United Kingdom
$1.47K -$13.2K -600 -89%
NEWAS
117
N.E.W. Advisory Services
Wisconsin
$1.26K +$1.36K +62 New
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$1K +$965 +44 New
TRCT
119
Tower Research Capital (TRC)
New York
$489 -$8.86K -404 -94%
SAM
120
Smartleaf Asset Management
Massachusetts
$143 +$153 +7 New
CIAM
121
Caitong International Asset Management
Hong Kong
$41 +$44 +2 New
VEA
122
Virtus ETF Advisers
New York
-$844K -40,163 Closed
Neuberger Berman Group
123
Neuberger Berman Group
New York
-$518K -24,633 Closed
Northern Trust
124
Northern Trust
Illinois
-$447K -21,255 Closed
EWA
125
EverSource Wealth Advisors
Alabama
-$75.6K -3,596 Closed

FDUS Hedge Fund Activity: Q1 2025 in Review

121 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q1 2025, worth a combined $180M — up 7.4% from $168M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FDUS positions and 11 closed out — a net gain of 9 holders — while 51 added to existing stakes and 30 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $4.3M. The largest seller was Invesco, cutting an estimated $2.27M.

  • 121 institutional investors held Fidus Investment (FDUS) as of Q1 2025, up from 112 in Q4 2024.
  • Funds reported $180M of Fidus Investment stock for Q1 2025, up 7.4% quarter-over-quarter.
  • 20 funds opened new Fidus Investment positions in Q1 2025 and 11 closed out, a net change of +9 holders.
  • The largest Fidus Investment buyer in Q1 2025 was Two Sigma Advisers, an estimated $4.3M added.
  • The largest Fidus Investment seller in Q1 2025 was Invesco, an estimated $2.27M sold.

Based on aggregated 13F filings for Q1 2025.