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Fidus Investment
FDUS

Overview Fund Activity

119 hedge funds and large institutions have $183M invested in Fidus Investment in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
–
Holders Change %
0%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
54
Reduced
27
Closed
14
Calls
$1.02M
Puts
$248K
Net Calls
+$776K
Net Calls Change
+$634K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$6.03M
2
MC
Muzinich & Co
New York
$3.84M
3
VanEck Associates
VanEck Associates
New York
$17.1M
4
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.57M
5
DADC
D.A. Davidson & Co
Montana
$2.34M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
$16.4M
2
Two Sigma Investments
Two Sigma Investments
New York
$5.82M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
AAM
Advisors Asset Management
Colorado
$3.12M
5
VF
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PC
101
Promus Capital
Illinois
$40.9K – – –
SIS
102
Sound Income Strategies
Florida
$38.3K -$66K -3,269 -63%
AF
103
Advisornet Financial
Minnesota
$34.9K +$20.2K +1,000 +137%
OP
104
ORG Partners
Indiana
$28.8K – – –
CWM
105
Cedar Wealth Management
California
$20K – – –
GRP
106
Global Retirement Partners
California
$15.9K +$15.9K +788 New
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$15.2K – – –
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$15K +$14.1K +705 +1,602%
TRCT
109
Tower Research Capital (TRC)
New York
$14.1K +$13.6K +675 +2,813%
1NWS
110
1 North Wealth Services
Maryland
$12.1K – – –
AAS
111
Ameritas Advisory Services
Nebraska
$4.04K +$4.04K +200 New
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$3.03K +$3.03K +150 New
PWS
113
Peterson Wealth Services
Utah
$2.46K +$20 +1 +0.8%
Russell Investments Group
114
Russell Investments Group
United Kingdom
$1.45K – – –
NEWAS
115
N.E.W. Advisory Services
Wisconsin
$1.25K – – –
GWM
116
Geneos Wealth Management
Colorado
$1.03K -$1.03K -51 -50%
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$768 +$768 +38 New
SAM
118
Smartleaf Asset Management
Massachusetts
$139 – – –
CIAM
119
Caitong International Asset Management
Hong Kong
$81 +$41 +2 +100%
Citadel Advisors
120
Citadel Advisors
Florida
– -$2.19M -107,353 Closed
VF
121
Virtu Financial
New York
– -$1.05M -51,264 Closed
Millennium Management
122
Millennium Management
New York
– -$1.04M -51,180 Closed
Jane Street
123
Jane Street
New York
– -$475K -23,318 Closed
Mackenzie Financial
124
Mackenzie Financial
Ontario, Canada
– -$402K -19,710 Closed
ACM
125
Aquatic Capital Management
Illinois
– -$280K -13,718 Closed
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5
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