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Fidus Investment

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.

New
Increased
Maintained
Reduced
Closed

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: 112121 (+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%)

Holders
121
Holders Change
+9
Holders Change %
+8.04%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
51
Reduced
30
Closed
11
Calls
$505K
Puts
$363K
Net Calls
+$142K
Net Calls Change
-$214K
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$19.1M -$855K -38,997 -4%
VanEck Associates
2
VanEck Associates
New York
$15.6M -$1.22M -55,543 -7%
Invesco
3
Invesco
Georgia
$8.91M -$2.27M -103,400 -19%
Two Sigma Advisers
4
Two Sigma Advisers
New York
$8.48M +$4.3M +196,200 +89%
Two Sigma Investments
5
Two Sigma Investments
New York
$8.14M +$4.04M +184,094 +86%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$6.84M +$703K +32,077 +11%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.61M +$515K +23,478 +8%
Morgan Stanley
8
Morgan Stanley
New York
$6.22M +$463K +21,114 +7%
CM
9
Columbus Macro
Pennsylvania
$5.86M +$455K +20,727 +8%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$5.77M +$1.96M +89,386 +46%
Legal & General Group
11
Legal & General Group
United Kingdom
$4.62M +$150K +6,860 +3%
AAM
12
Advisors Asset Management
Colorado
$4.35M +$149K +6,773 +3%
UBS Group
13
UBS Group
Switzerland
$4.03M +$1.78M +81,228 +70%
NCM
14
Novare Capital Management
North Carolina
$3.86M -$3.84K -175 -0.1%
PA
15
PFG Advisors
Arizona
$3.7M -$30.5K -1,391 -0.8%
Franklin Resources
16
Franklin Resources
California
$3.42M +$974K +44,419 +36%
BlackRock
17
BlackRock
New York
$3.01M +$151K +6,903 +5%
EFG
18
Ethos Financial Group
Pennsylvania
$2.74M +$2.95M +134,384 New
GA
19
GraniteShares Advisors
New York
$2.53M +$165K +7,530 +6%
Citadel Advisors
20
Citadel Advisors
Florida
$2.19M +$469K +21,399 +25%
Ameriprise
21
Ameriprise
Minnesota
$2.14M +$224K +10,230 +11%
NA
22
NewEdge Advisors
Louisiana
$2.07M -$432K -19,708 -16%
MC
23
Muzinich & Co
New York
$1.88M +$201K +9,166 +11%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.85M +$58.8K +2,683 +3%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$1.85M +$201K +9,166 +11%

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.