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Fidus Investment
FDUS

Overview Fund Activity

119 hedge funds and large institutions have $183M invested in Fidus Investment in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 54 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
–
Holders Change %
0%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
54
Reduced
27
Closed
14
Calls
$1.02M
Puts
$248K
Net Calls
+$776K
Net Calls Change
+$634K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$6.03M
2
MC
Muzinich & Co
New York
$3.84M
3
VanEck Associates
VanEck Associates
New York
$17.1M
4
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.57M
5
DADC
D.A. Davidson & Co
Montana
$2.34M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
$16.4M
2
Two Sigma Investments
Two Sigma Investments
New York
$5.82M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
AAM
Advisors Asset Management
Colorado
$3.12M
5
VF
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VanEck Associates
1
VanEck Associates
New York
$17.1M +$1.69M +83,526 +11%
Raymond James Financial
2
Raymond James Financial
Florida
$16.4M -$2.51M -124,424 -13%
Invesco
3
Invesco
Georgia
$9.02M +$195K +9,637 +2%
Two Sigma Advisers
4
Two Sigma Advisers
New York
$7.69M -$713K -35,300 -8%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$7.48M +$704K +34,837 +10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.26M +$710K +35,138 +11%
CM
7
Columbus Macro
Pennsylvania
$6.52M +$705K +34,921 +12%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$6.32M +$604K +29,909 +11%
UBS Group
9
UBS Group
Switzerland
$6.03M +$2.03M +100,552 +51%
Two Sigma Investments
10
Two Sigma Investments
New York
$5.82M -$2.24M -111,120 -28%
Morgan Stanley
11
Morgan Stanley
New York
$5.4M -$763K -37,774 -12%
Legal & General Group
12
Legal & General Group
United Kingdom
$4.62M +$42.9K +2,125 +0.9%
BlackRock
13
BlackRock
New York
$3.9M +$918K +45,426 +31%
NCM
14
Novare Capital Management
North Carolina
$3.84M +$22.9K +1,135 +0.6%
MC
15
Muzinich & Co
New York
$3.84M +$1.98M +98,107 +106%
PA
16
PFG Advisors
Arizona
$3.81M +$138K +6,839 +4%
Franklin Resources
17
Franklin Resources
California
$3.37M -$14.2K -704 -0.4%
AAM
18
Advisors Asset Management
Colorado
$3.12M -$1.19M -58,760 -28%
Sumitomo Mitsui Trust Group
19
Sumitomo Mitsui Trust Group
Japan
$3.08M +$1.25M +61,977 +68%
EFG
20
Ethos Financial Group
Pennsylvania
$2.77M +$60.2K +2,981 +2%
GA
21
GraniteShares Advisors
New York
$2.68M +$167K +8,283 +7%
DADC
22
D.A. Davidson & Co
Montana
$2.34M +$1.44M +71,145 +159%
Ameriprise
23
Ameriprise
Minnesota
$1.86M -$288K -14,251 -13%
NA
24
NewEdge Advisors
Louisiana
$1.84M -$210K -10,389 -10%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.84M +$3.98K +197 +0.2%
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