Fidus Investment
FDUS
121 hedge funds and large institutions have $180M invested in Fidus Investment in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 11 closing their positions.
82% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 11
70% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 30
39% more call options, than puts
Call options by funds: $505K | Put options by funds: $363K
8% more funds holding
Funds holding: 112 → 121 (+9)
7% more capital invested
Capital invested by funds: $168M → $180M (+$12.3M)
1.93% more ownership
Funds ownership: 23.52% → 25.45% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Advisers
New York
|
+$4.3M |
| 2 |
Two Sigma Investments
New York
|
+$4.04M |
| 3 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$2.95M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$1.96M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$2.27M |
| 2 |
TI
TrueMark Investments
Chicago,
Illinois
|
-$1.45M |
| 3 |
VanEck Associates
New York
|
-$1.22M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$855K |
| 5 |
VEA
Virtus ETF Advisers
New York
|
-$844K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ME
126
McIlrath & Eck
Arlington,
Washington
| – | -$63.6K | -3,025 | Closed |
|
127
Comerica Bank
Dallas,
Texas
| – | -$47.5K | -2,261 | Closed |
|
|
T
128
Transce3nd
Kyle,
Texas
| – | -$32.5K | -1,544 | Closed |
|
129
Simplex Trading
Chicago,
Illinois
| – | -$7.74K | -353 | Closed |
|
|
AWM
130
Avior Wealth Management
Omaha,
Nebraska
| – | -$5.72K | -272 | Closed |
|
|
HIMS
131
Hager Investment Management Services
New London,
New Hampshire
| – | -$58 | -3 | Closed |
|
|
IA
132
IFP Advisors
Tampa,
Florida
| – | -$21 | -1 | Closed |
|
FDUS Hedge Fund Activity: Q1 2025 in Review
121 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q1 2025, worth a combined $180M — up 7.4% from $168M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FDUS positions and 11 closed out — a net gain of 9 holders — while 51 added to existing stakes and 30 trimmed.
The largest buyer was Two Sigma Advisers, adding an estimated $4.3M. The largest seller was Invesco, cutting an estimated $2.27M.
- 121 institutional investors held Fidus Investment (FDUS) as of Q1 2025, up from 112 in Q4 2024.
- Funds reported $180M of Fidus Investment stock for Q1 2025, up 7.4% quarter-over-quarter.
- 20 funds opened new Fidus Investment positions in Q1 2025 and 11 closed out, a net change of +9 holders.
- The largest Fidus Investment buyer in Q1 2025 was Two Sigma Advisers, an estimated $4.3M added.
- The largest Fidus Investment seller in Q1 2025 was Invesco, an estimated $2.27M sold.
Based on aggregated 13F filings for Q1 2025.