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Fidus Investment

130 hedge funds and large institutions have $194M invested in Fidus Investment in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $314K

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

35% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 34

7% more funds holding

Funds holding: 121130 (+9)

6% more capital invested

Capital invested by funds: $183M → $194M (+$11.5M)

1.04% more ownership

Funds ownership: 26.02%27.07% (+1%)

Holders
130
Holders Change
+9
Holders Change %
+7.44%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
46
Reduced
34
Closed
8
Calls
$1.04M
Puts
$314K
Net Calls
+$727K
Net Calls Change
-$49K
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$135K +$141K +6,684 New
BBHC
102
Brown Brothers Harriman & Co
New York
$108K
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$84K +$71.2K +3,374 +450%
MEG
104
Millstone Evans Group
Colorado
$74.7K
MCM
105
MAI Capital Management
Ohio
$63.5K
ASN
106
Advisory Services Network
Georgia
$60.8K +$63.3K +3,002 New
Simplex Trading
107
Simplex Trading
Illinois
$52K -$293K -13,882 -84%
GWSG
108
GPS Wealth Strategies Group
Colorado
$48.2K -$7.61K -361 -13%
CAL
109
Capital Advisors Ltd
Ohio
$46K
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$45K +$46.1K +2,185 +5,750%
PC
111
Promus Capital
Illinois
$41K
SIS
112
Sound Income Strategies
Florida
$34.8K -$2.43K -115 -6%
AUB
113
Atlantic Union Bankshares
Virginia
$30.4K +$31.6K +1,500 New
OP
114
ORG Partners
Indiana
$28.7K
SOADOR
115
State of Alaska Department of Revenue
Alaska
$28K +$30.2K +1,431 New
AF
116
Advisornet Financial
Minnesota
$24.9K -$10.5K -499 -29%
CWM
117
Cedar Wealth Management
California
$20.1K
QL
118
Quarry LP
New York
$15.7K -$33.6K -1,593 -67%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$15.2K
1NWS
120
1 North Wealth Services
Maryland
$12.2K
SC
121
SouthState Corp
Florida
$10.1K +$10.5K +500 New
PWS
122
Peterson Wealth Services
Utah
$2.47K +$4.66K +221 +181%
FWA
123
Flagship Wealth Advisors
Massachusetts
$1.7K +$1.77K +84 New
Russell Investments Group
124
Russell Investments Group
United Kingdom
$1.46K
NEWAS
125
N.E.W. Advisory Services
Wisconsin
$1.26K

FDUS Hedge Fund Activity: Q3 2025 in Review

130 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q3 2025, worth a combined $194M — up 6.3% from $183M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FDUS positions and 8 closed out — a net gain of 12 holders — while 46 added to existing stakes and 34 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $1.72M. The largest seller was Two Sigma Advisers, cutting an estimated $6M.

  • 130 institutional investors held Fidus Investment (FDUS) as of Q3 2025, up from 121 in Q2 2025.
  • Funds reported $194M of Fidus Investment stock for Q3 2025, up 6.3% quarter-over-quarter.
  • 20 funds opened new Fidus Investment positions in Q3 2025 and 8 closed out, a net change of +12 holders.
  • The largest Fidus Investment buyer in Q3 2025 was Cetera Investment Advisers, an estimated $1.72M added.
  • The largest Fidus Investment seller in Q3 2025 was Two Sigma Advisers, an estimated $6M sold.

Based on aggregated 13F filings for Q3 2025.