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Fidus Investment
FDUS

121 hedge funds and large institutions have $183M invested in Fidus Investment in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $248K

100% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 27

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

1% more capital invested

Capital invested by funds: $180M → $183M (+$2.56M)

0.57% more ownership

Funds ownership: 25.45% → 26.02% (+0.57%)

0% more funds holding

Funds holding: 121 → 121 (0)

Holders
121
Holders Change
–
Holders Change %
0%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
54
Reduced
27
Closed
16
Calls
$1.02M
Puts
$248K
Net Calls
+$776K
Net Calls Change
+$634K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1.96M
2
MC
Muzinich & Co
New York
+$1.92M
3
VanEck Associates
VanEck Associates
New York
+$1.63M
4
DADC
D.A. Davidson & Co
Montana
+$1.39M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$1.21M

Top Sellers

Rank Fund Capital Flow
1
Raymond James Financial
Raymond James Financial
Florida
-$2.43M
2
Two Sigma Investments
Two Sigma Investments
New York
-$2.17M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.1M
4
AAM
Advisors Asset Management
Colorado
-$1.15M
5
VF
Virtu Financial
New York
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
101
Capital Advisors Ltd
Ohio
$45K – – –
PC
102
Promus Capital
Illinois
$40.9K – – –
SIS
103
Sound Income Strategies
Florida
$38.3K -$63.8K -3,269 -63%
AF
104
Advisornet Financial
Minnesota
$34.9K +$19.5K +1,000 +137%
OP
105
ORG Partners
Indiana
$28.8K – – –
CWM
106
Cedar Wealth Management
California
$20K – – –
GRP
107
Global Retirement Partners
California
$15.9K +$15.4K +788 New
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$15.2K – – –
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$15K +$13.8K +705 +1,602%
TRCT
110
Tower Research Capital (TRC)
New York
$14.1K +$13.2K +675 +2,813%
1NWS
111
1 North Wealth Services
Maryland
$12.1K – – –
AAS
112
Ameritas Advisory Services
Nebraska
$4.04K +$3.9K +200 New
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$3.03K +$2.93K +150 New
PWS
114
Peterson Wealth Services
Utah
$2.46K +$20 +1 +0.8%
Russell Investments Group
115
Russell Investments Group
United Kingdom
$1.45K – – –
NEWAS
116
N.E.W. Advisory Services
Wisconsin
$1.25K – – –
GWM
117
Geneos Wealth Management
Colorado
$1.03K -$996 -51 -50%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$768 +$742 +38 New
SAM
119
Smartleaf Asset Management
Massachusetts
$139 – – –
CIAM
120
Caitong International Asset Management
Hong Kong
$81 +$39 +2 +100%
DB
121
Danske Bank
Denmark
$20 +$20 +1 New
Citadel Advisors
122
Citadel Advisors
Florida
– -$2.1M -107,353 Closed
VF
123
Virtu Financial
New York
– -$1.04M -51,264 Closed
Millennium Management
124
Millennium Management
New York
– -$1.04M -51,180 Closed
Jane Street
125
Jane Street
New York
– -$475K -23,318 Closed
2 3 4
5
6

FDUS Hedge Fund Activity: Q2 2025 in Review

121 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q2 2025, worth a combined $183M — up 1.4% from $180M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FDUS positions and 16 closed out — a net gain of 1 holder — while 54 added to existing stakes and 27 trimmed.

The largest buyer was UBS Group, adding an estimated $1.96M. The largest seller was Raymond James Financial, cutting an estimated $2.43M.

  • 121 institutional investors held Fidus Investment (FDUS) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $183M of Fidus Investment stock for Q2 2025, up 1.4% quarter-over-quarter.
  • 17 funds opened new Fidus Investment positions in Q2 2025 and 16 closed out, a net change of +1 holder.
  • The largest Fidus Investment buyer in Q2 2025 was UBS Group, an estimated $1.96M added.
  • The largest Fidus Investment seller in Q2 2025 was Raymond James Financial, an estimated $2.43M sold.

Based on aggregated 13F filings for Q2 2025.