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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
Jones Financial Companies
126
Jones Financial Companies
Missouri
$13K
1NWS
127
1 North Wealth Services
Maryland
$10.5K
SC
128
SouthState Corp
Florida
$8.71K
CTC
129
Central Trust Company
Missouri
$7.42K
IWS
130
Intentional Wealth Strategies
Colorado
$4.53K
PWS
131
Peterson Wealth Services
Utah
$2.13K
HFS
132
Hantz Financial Services
Michigan
$2K
Russell Investments Group
133
Russell Investments Group
United Kingdom
$1.25K
NEWAS
134
N.E.W. Advisory Services
Wisconsin
$1.1K
OCM
135
Osbon Capital Management
Massachusetts
$1.01K
Fidelity Investments
136
Fidelity Investments
Massachusetts
$923
GWM
137
Geneos Wealth Management
Colorado
$888
Citigroup
138
Citigroup
New York
$749
N
139
Natixis
France
$587
CIAM
140
Caitong International Asset Management
Hong Kong
$174
PWAM
141
Private Wealth Asset Management
Iowa
$174
SAM
142
Smartleaf Asset Management
Massachusetts
$120
DB
143
Danske Bank
Denmark
$17
Two Sigma Advisers
144
Two Sigma Advisers
New York
CAGAS
145
Capital Advisory Group Advisory Services
Minnesota
Credit Agricole
146
Credit Agricole
France
CEFA
147
Closed-End Fund Advisors
Virginia
XT
148
XTX Topco
Cayman Islands
JF
149
Jump Financial
Illinois
Goldman Sachs
150
Goldman Sachs
New York