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Fidus Investment

149 hedge funds and large institutions have $194M invested in Fidus Investment in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $270K

191% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 11

37% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 35

15% more funds holding

Funds holding: 130149 (+19)

0.56% more ownership

Funds ownership: 27.07%27.63% (+0.56%)

0% more capital invested

Capital invested by funds: $194M → $194M (+$240K)

Holders
149
Holders Change
+19
Holders Change %
+14.62%
% of All Funds
1.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
32
Increased
48
Reduced
35
Closed
11
Calls
$1.25M
Puts
$270K
Net Calls
+$979K
Net Calls Change
+$252K
Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
126
Laurel Wealth Advisors (North Carolina)
North Carolina
$30.3K +$31.3K +1,572 New
HHCP
127
Hilton Head Capital Partners
South Carolina
$29.9K +$30.8K +1,550 New
AUB
128
Atlantic Union Bankshares
Virginia
$28.9K
AF
129
Advisornet Financial
Minnesota
$27.6K +$4K +201 +16%
OP
130
ORG Partners
Indiana
$27.3K
SOADOR
131
State of Alaska Department of Revenue
Alaska
$27K
AF
132
Allworth Financial
California
$15.4K +$15.9K +800 New
Jones Financial Companies
133
Jones Financial Companies
Missouri
$14.9K +$15.3K +770 New
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$14.5K
1NWS
135
1 North Wealth Services
Maryland
$11.6K
SC
136
SouthState Corp
Florida
$9.65K
W
137
WealthCollab
Washington
$6.64K +$6.84K +344 New
QL
138
Quarry LP
New York
$5.04K -$10.2K -512 -66%
SC
139
Swan Capital
Florida
$3.34K +$3.44K +173 New
PWS
140
Peterson Wealth Services
Utah
$2.35K -$4.39K -221 -64%
CIAM
141
Caitong International Asset Management
Hong Kong
$2.24K +$2.23K +112 +2,800%
CI
142
CX Institutional
Indiana
$2K +$1.75K +88 New
Russell Investments Group
143
Russell Investments Group
United Kingdom
$1.39K
NEWAS
144
N.E.W. Advisory Services
Wisconsin
$1.22K +$20 +1 +2%
GWM
145
Geneos Wealth Management
Colorado
$984
N
146
Natixis
France
$654 -$507K -25,491 -100%
PWAM
147
Private Wealth Asset Management
Iowa
$193
SAM
148
Smartleaf Asset Management
Massachusetts
$135
DB
149
Danske Bank
Denmark
$19
Invesco
150
Invesco
Georgia
-$10.1M -497,921 Closed

FDUS Hedge Fund Activity: Q4 2025 in Review

149 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q4 2025, worth a combined $194M — up 0.12% from $194M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FDUS positions and 11 closed out — a net gain of 21 holders — while 48 added to existing stakes and 35 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $4.92M. The largest seller was Invesco, exiting entirely with an estimated $10.1M sold.

  • 149 institutional investors held Fidus Investment (FDUS) as of Q4 2025, up from 130 in Q3 2025.
  • Funds reported $194M of Fidus Investment stock for Q4 2025, up 0.12% quarter-over-quarter.
  • 32 funds opened new Fidus Investment positions in Q4 2025 and 11 closed out, a net change of +21 holders.
  • The largest Fidus Investment buyer in Q4 2025 was Millennium Management, an estimated $4.92M added.
  • The largest Fidus Investment seller in Q4 2025 was Invesco, an estimated $10.1M sold.

Based on aggregated 13F filings for Q4 2025.