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Fidus Investment
FDUS

Overview Fund Activity

119 hedge funds and large institutions have $179M invested in Fidus Investment in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
50
Reduced
30
Closed
11
Calls
$505K
Puts
$363K
Net Calls
+$142K
Net Calls Change
-$214K

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$8.48M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$8.14M
3
EFG
3
Ethos Financial Group
Pennsylvania
$2.74M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$5.77M
5
UBS Group
5
UBS Group
Switzerland
$4.03M

Top Sellers

1
Invesco
1
Invesco
Georgia
$8.91M
2
TI
2
TrueMark Investments
Illinois
$234K
3
VanEck Associates
3
VanEck Associates
New York
$15.6M
4
VEA
4
Virtus ETF Advisers
New York
$0
5
Raymond James Financial
5
Raymond James Financial
Florida
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIA
101
MeadowBrook Investment Advisors
Michigan
$30.6K -$21.7K -1,065 -42%
OP
102
ORG Partners
Indiana
$29.2K +$29.2K +1,416 New
QL
103
Quarry LP
New York
$28.1K +$28.1K +1,380 New
FHA
104
First Horizon Advisors
Tennessee
$21.3K -$958 -47 -4%
CWM
105
Cedar Wealth Management
California
$20.2K – – –
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$15.3K -$517K -25,340 -97%
AF
107
Advisornet Financial
Minnesota
$14.8K +$14.3K +701 +2,596%
1NWS
108
1 North Wealth Services
Maryland
$12.2K +$12.2K +600 New
NS
109
NBC Securities
Alabama
$12K +$12K +596 New
SWM
110
Spire Wealth Management
Virginia
$10.2K – – –
LWANC
111
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.42K – – –
PWS
112
Peterson Wealth Services
Utah
$2.48K -$4.22K -206 -63%
GWM
113
Geneos Wealth Management
Colorado
$2.08K +$1.04K +51 +100%
Russell Investments Group
114
Russell Investments Group
United Kingdom
$1.47K -$12.2K -600 -89%
NEWAS
115
N.E.W. Advisory Services
Wisconsin
$1.26K +$1.26K +62 New
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +44 New
TRCT
117
Tower Research Capital (TRC)
New York
$489 -$8.23K -404 -94%
SAM
118
Smartleaf Asset Management
Massachusetts
$143 +$143 +7 New
CIAM
119
Caitong International Asset Management
Hong Kong
$41 +$41 +2 New
VEA
120
Virtus ETF Advisers
New York
– -$844K -40,163 Closed
Neuberger Berman Group
121
Neuberger Berman Group
New York
– -$518K -24,633 Closed
Northern Trust
122
Northern Trust
Illinois
– -$447K -21,255 Closed
EWA
123
EverSource Wealth Advisors
Alabama
– -$75.6K -3,596 Closed
ME
124
McIlrath & Eck
Washington
– -$63.6K -3,025 Closed
Comerica Bank
125
Comerica Bank
Texas
– -$47.5K -2,261 Closed
2 3 4
5
6