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Fidus Investment
FDUS

142 hedge funds and large institutions have $173M invested in Fidus Investment in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $742K | Put options by funds: $319K

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

1.57% less ownership

Funds ownership: 27.63% → 26.06% (-1.6%)

5% less funds holding

Funds holding: 149 → 142 (-7)

11% less capital invested

Capital invested by funds: $194M → $173M (-$21.7M)

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

Holders
142
Holders Change
-7
Holders Change %
-4.7%
% of All Funds
1.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
48
Reduced
38
Closed
24
Calls
$742K
Puts
$319K
Net Calls
+$423K
Net Calls Change
-$556K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$1.91M
2
Raymond James Financial
Raymond James Financial
Florida
+$1.28M
3
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$1.22M
4
SWP
Significant Wealth Partners
Illinois
+$1.19M
5
TI
Trexquant Investment
Connecticut
+$1.05M

Top Sellers

1
VanEck Associates
VanEck Associates
New York
-$2.59M
2
Two Sigma Investments
Two Sigma Investments
New York
-$2.03M
3
BlackRock
BlackRock
New York
-$1.92M
4
CAGAS
Capital Advisory Group Advisory Services
Minnesota
-$1.36M
5
Credit Agricole
Credit Agricole
France
-$973K
Name Holding Trade Value Shares
Change 		Change in
Stake
1NWS
126
1 North Wealth Services
Maryland
$10.5K – – –
SC
127
SouthState Corp
Florida
$8.71K – – –
CTC
128
Central Trust Company
Missouri
$7.42K +$7.96K +426 New
IWS
129
Intentional Wealth Strategies
Colorado
$4.53K +$4.86K +260 New
PWS
130
Peterson Wealth Services
Utah
$2.13K – – –
HFS
131
Hantz Financial Services
Michigan
$2K +$1.87K +100 New
Russell Investments Group
132
Russell Investments Group
United Kingdom
$1.25K – – –
NEWAS
133
N.E.W. Advisory Services
Wisconsin
$1.1K – – –
OCM
134
Osbon Capital Management
Massachusetts
$1.01K +$1.08K +58 New
Fidelity Investments
135
Fidelity Investments
Massachusetts
$923 +$990 +53 New
GWM
136
Geneos Wealth Management
Colorado
$888 – – –
Citigroup
137
Citigroup
New York
$749 +$803 +43 New
N
138
Natixis
France
$587 – – –
CIAM
139
Caitong International Asset Management
Hong Kong
$174 -$1.98K -106 -91%
PWAM
140
Private Wealth Asset Management
Iowa
$174 – – –
SAM
141
Smartleaf Asset Management
Massachusetts
$120 – – –
DB
142
Danske Bank
Denmark
$17 – – –
Two Sigma Advisers
143
Two Sigma Advisers
New York
– -$1.39M -72,013 Closed
CAGAS
144
Capital Advisory Group Advisory Services
Minnesota
– -$1.36M -70,546 Closed
Credit Agricole
145
Credit Agricole
France
– -$973K -50,401 Closed
CEFA
146
Closed-End Fund Advisors
Virginia
– -$749K -38,831 Closed
XT
147
XTX Topco
Cayman Islands
– -$647K -33,519 Closed
JF
148
Jump Financial
Illinois
– -$630K -32,635 Closed
Goldman Sachs
149
Goldman Sachs
New York
– -$628K -32,514 Closed
TI
150
TrueMark Investments
Illinois
– -$579K -30,021 Closed
3 4 5
6
7

FDUS Hedge Fund Activity: Q1 2026 in Review

142 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q1 2026, worth a combined $173M — down 11% from $194M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of FDUS and 20 opened new positions — a net loss of 4 holders — while 38 trimmed existing stakes and 48 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.91M. The largest seller was VanEck Associates, cutting an estimated $2.59M.

  • 142 institutional investors held Fidus Investment (FDUS) as of Q1 2026, down from 149 in Q4 2025.
  • Funds reported $173M of Fidus Investment stock for Q1 2026, down 11% quarter-over-quarter.
  • 20 funds opened new Fidus Investment positions in Q1 2026 and 24 closed out, a net change of -4 holders.
  • The largest Fidus Investment buyer in Q1 2026 was Citadel Advisors, an estimated $1.91M added.
  • The largest Fidus Investment seller in Q1 2026 was VanEck Associates, an estimated $2.59M sold.

Based on aggregated 13F filings for Q1 2026.