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Fidus Investment

121 hedge funds and large institutions have $183M invested in Fidus Investment in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more call options, than puts

Call options by funds: $1.02M | Put options by funds: $248K

100% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 27

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

1% more capital invested

Capital invested by funds: $180M → $183M (+$2.56M)

0.57% more ownership

Funds ownership: 25.45%26.02% (+0.57%)

0% more funds holding

Funds holding: 121121 (0)

Holders
121
Holders Change
Holders Change %
0%
% of All Funds
1.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
54
Reduced
27
Closed
16
Calls
$1.02M
Puts
$248K
Net Calls
+$776K
Net Calls Change
+$634K
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
1
VanEck Associates
New York
$17.1M +$1.63M +83,526 +11%
Raymond James Financial
2
Raymond James Financial
Florida
$16.4M -$2.43M -124,424 -13%
Invesco
3
Invesco
Georgia
$9.02M +$188K +9,637 +2%
Two Sigma Advisers
4
Two Sigma Advisers
New York
$7.69M -$689K -35,300 -8%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$7.48M +$680K +34,837 +10%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.26M +$686K +35,138 +11%
CM
7
Columbus Macro
Pennsylvania
$6.52M +$682K +34,921 +12%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$6.32M +$584K +29,909 +11%
UBS Group
9
UBS Group
Switzerland
$6.03M +$1.96M +100,552 +51%
Two Sigma Investments
10
Two Sigma Investments
New York
$5.82M -$2.17M -111,120 -28%
Morgan Stanley
11
Morgan Stanley
New York
$5.4M -$738K -37,774 -12%
Legal & General Group
12
Legal & General Group
United Kingdom
$4.62M +$41.5K +2,125 +0.9%
BlackRock
13
BlackRock
New York
$3.9M +$887K +45,426 +31%
NCM
14
Novare Capital Management
North Carolina
$3.84M +$22.2K +1,135 +0.6%
MC
15
Muzinich & Co
New York
$3.84M +$1.92M +98,107 +106%
PA
16
PFG Advisors
Arizona
$3.81M +$134K +6,839 +4%
Franklin Resources
17
Franklin Resources
California
$3.37M -$13.7K -704 -0.4%
AAM
18
Advisors Asset Management
Colorado
$3.12M -$1.15M -58,760 -28%
Sumitomo Mitsui Trust Group
19
Sumitomo Mitsui Trust Group
Japan
$3.08M +$1.21M +61,977 +68%
EFG
20
Ethos Financial Group
Pennsylvania
$2.77M +$58.2K +2,981 +2%
GA
21
GraniteShares Advisors
New York
$2.68M +$162K +8,283 +7%
DADC
22
D.A. Davidson & Co
Montana
$2.34M +$1.39M +71,145 +159%
Ameriprise
23
Ameriprise
Minnesota
$1.86M -$278K -14,251 -13%
NA
24
NewEdge Advisors
Louisiana
$1.84M -$203K -10,389 -10%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.84M +$3.85K +197 +0.2%

FDUS Hedge Fund Activity: Q2 2025 in Review

121 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q2 2025, worth a combined $183M — up 1.4% from $180M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FDUS positions and 16 closed out — a net gain of 1 holder — while 54 added to existing stakes and 27 trimmed.

The largest buyer was UBS Group, adding an estimated $1.96M. The largest seller was Raymond James Financial, cutting an estimated $2.43M.

  • 121 institutional investors held Fidus Investment (FDUS) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $183M of Fidus Investment stock for Q2 2025, up 1.4% quarter-over-quarter.
  • 17 funds opened new Fidus Investment positions in Q2 2025 and 16 closed out, a net change of +1 holder.
  • The largest Fidus Investment buyer in Q2 2025 was UBS Group, an estimated $1.96M added.
  • The largest Fidus Investment seller in Q2 2025 was Raymond James Financial, an estimated $2.43M sold.

Based on aggregated 13F filings for Q2 2025.