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Fidus Investment

143 hedge funds and large institutions have $172M invested in Fidus Investment in 2026 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

12% less capital invested

Capital invested by funds: $194M → $172M (-$22.7M)

13% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 24

Holders
143
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$742K
Puts
$319K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
101
Farther Finance Advisors
California
$148K
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$134K
JP Morgan Chase
103
JP Morgan Chase
New York
$125K
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$124K
BBHC
105
Brown Brothers Harriman & Co
New York
$93K
Osaic Holdings
106
Osaic Holdings
Arizona
$85.4K
MCM
107
MAI Capital Management
Ohio
$72K
WSFS
108
Wilmington Savings Fund Society
Delaware
$69.7K
MEG
109
Millstone Evans Group
Colorado
$64.2K
NA
110
NewEdge Advisors
Louisiana
$63.2K
MIA
111
MeadowBrook Investment Advisors
Michigan
$58.4K
BH
112
Burk Holdings
Oklahoma
$42.7K
ACM
113
Aquatic Capital Management
Illinois
$39.1K
CAL
114
Capital Advisors Ltd
Ohio
$39K
ASN
115
Advisory Services Network
Georgia
$34.8K
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$29.8K
HHCP
117
Hilton Head Capital Partners
South Carolina
$27K
AUB
118
Atlantic Union Bankshares
Virginia
$26.1K
SOADOR
119
State of Alaska Department of Revenue
Alaska
$24K
Simplex Trading
120
Simplex Trading
Illinois
$15.6K
TRCT
121
Tower Research Capital (TRC)
New York
$15.4K
WWM
122
Western Wealth Management
Colorado
$15.3K
AF
123
Advisornet Financial
Minnesota
$14.5K
AF
124
Allworth Financial
California
$14K
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$13.1K