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Fidus Investment
FDUS

Overview Fund Activity

119 hedge funds and large institutions have $179M invested in Fidus Investment in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 50 increasing their positions, 30 reducing their positions, and 11 closing their positions.

Holders
119
Holders Change
+8
Holders Change %
+7.21%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
50
Reduced
30
Closed
11
Calls
$505K
Puts
$363K
Net Calls
+$142K
Net Calls Change
-$214K

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$8.48M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$8.14M
3
EFG
3
Ethos Financial Group
Pennsylvania
$2.74M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$5.77M
5
UBS Group
5
UBS Group
Switzerland
$4.03M

Top Sellers

1
Invesco
1
Invesco
Georgia
$8.91M
2
TI
2
TrueMark Investments
Illinois
$234K
3
VanEck Associates
3
VanEck Associates
New York
$15.6M
4
VEA
4
Virtus ETF Advisers
New York
$0
5
Raymond James Financial
5
Raymond James Financial
Florida
$19.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Raymond James Financial
1
Raymond James Financial
Florida
$19.1M 938,126 -38,997 -4%
VanEck Associates
2
VanEck Associates
New York
$15.6M 763,468 -55,543 -7%
Invesco
3
Invesco
Georgia
$8.91M 437,066 -103,400 -19%
Two Sigma Advisers
4
Two Sigma Advisers
New York
$8.48M 415,913 +196,200 +89%
Two Sigma Investments
5
Two Sigma Investments
New York
$8.14M 398,999 +184,094 +86%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$6.84M 335,498 +32,077 +11%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.61M 324,277 +23,478 +8%
Morgan Stanley
8
Morgan Stanley
New York
$6.22M 305,219 +21,114 +7%
CM
9
Columbus Macro
Pennsylvania
$5.86M 287,622 +20,727 +8%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$5.77M 283,093 +89,386 +46%
Legal & General Group
11
Legal & General Group
United Kingdom
$4.62M 226,387 +6,860 +3%
AAM
12
Advisors Asset Management
Colorado
$4.35M 213,370 +6,773 +3%
UBS Group
13
UBS Group
Switzerland
$4.03M 197,838 +81,228 +70%
NCM
14
Novare Capital Management
North Carolina
$3.86M 189,140 -175 -0.1%
PA
15
PFG Advisors
Arizona
$3.7M 181,656 -1,391 -0.8%
Franklin Resources
16
Franklin Resources
California
$3.42M 167,720 +44,419 +36%
BlackRock
17
BlackRock
New York
$3.01M 147,727 +6,903 +5%
EFG
18
Ethos Financial Group
Pennsylvania
$2.74M 134,384 +134,384 New
GA
19
GraniteShares Advisors
New York
$2.53M 124,249 +7,530 +6%
Citadel Advisors
20
Citadel Advisors
Florida
$2.19M 107,353 +21,399 +25%
Ameriprise
21
Ameriprise
Minnesota
$2.14M 106,331 +10,230 +11%
NA
22
NewEdge Advisors
Louisiana
$2.07M 101,502 -19,708 -16%
MC
23
Muzinich & Co
New York
$1.88M 92,121 +9,166 +11%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.85M 90,668 +2,683 +3%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$1.85M 90,486 +9,166 +11%
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