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Fidus Investment

130 hedge funds and large institutions have $194M invested in Fidus Investment in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

232% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $314K

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

35% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 34

7% more funds holding

Funds holding: 121130 (+9)

6% more capital invested

Capital invested by funds: $183M → $194M (+$11.5M)

1.04% more ownership

Funds ownership: 26.02%27.07% (+1%)

Holders
130
Holders Change
+9
Holders Change %
+7.44%
% of All Funds
1.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
46
Reduced
34
Closed
8
Calls
$1.04M
Puts
$314K
Net Calls
+$727K
Net Calls Change
-$49K
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
1
VanEck Associates
New York
$18.3M +$1.19M +56,449 +7%
Raymond James Financial
2
Raymond James Financial
Florida
$15.7M -$804K -38,129 -5%
Invesco
3
Invesco
Georgia
$10.1M +$1.08M +51,218 +11%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$9.16M +$1.72M +81,601 +22%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.91M +$1.7M +80,500 +22%
CM
6
Columbus Macro
Pennsylvania
$8.13M +$1.66M +78,917 +24%
UBS Group
7
UBS Group
Switzerland
$7.61M +$1.63M +77,346 +26%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$7.22M +$913K +43,298 +14%
BlackRock
9
BlackRock
New York
$5.04M +$1.17M +55,472 +29%
MC
10
Muzinich & Co
New York
$5.01M +$1.21M +57,215 +30%
Morgan Stanley
11
Morgan Stanley
New York
$5.01M -$429K -20,354 -8%
Two Sigma Investments
12
Two Sigma Investments
New York
$4.47M -$1.42M -67,227 -23%
Legal & General Group
13
Legal & General Group
United Kingdom
$4.31M -$331K -15,714 -7%
Sumitomo Mitsui Trust Group
14
Sumitomo Mitsui Trust Group
Japan
$4.24M +$1.2M +56,778 +37%
NCM
15
Novare Capital Management
North Carolina
$4.05M +$202K +9,564 +5%
PA
16
PFG Advisors
Arizona
$3.63M -$194K -9,180 -5%
Franklin Resources
17
Franklin Resources
California
$3.36M -$26K -1,232 -0.7%
DADC
18
D.A. Davidson & Co
Montana
$3.16M +$841K +39,879 +34%
AAM
19
Advisors Asset Management
Colorado
$3.07M -$70K -3,317 -2%
GA
20
GraniteShares Advisors
New York
$2.94M +$270K +12,801 +10%
EFG
21
Ethos Financial Group
Pennsylvania
$2.89M +$116K +5,499 +4%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$1.95M -$6M -284,400 -75%
LPL Financial
23
LPL Financial
California
$1.9M +$226K +10,715 +13%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.88M +$45.6K +2,163 +2%
CIAS
25
Capital Investment Advisory Services
North Carolina
$1.87M +$159K +7,558 +9%

FDUS Hedge Fund Activity: Q3 2025 in Review

130 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Fidus Investment (FDUS) for Q3 2025, worth a combined $194M — up 6.3% from $183M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FDUS positions and 8 closed out — a net gain of 12 holders — while 46 added to existing stakes and 34 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $1.72M. The largest seller was Two Sigma Advisers, cutting an estimated $6M.

  • 130 institutional investors held Fidus Investment (FDUS) as of Q3 2025, up from 121 in Q2 2025.
  • Funds reported $194M of Fidus Investment stock for Q3 2025, up 6.3% quarter-over-quarter.
  • 20 funds opened new Fidus Investment positions in Q3 2025 and 8 closed out, a net change of +12 holders.
  • The largest Fidus Investment buyer in Q3 2025 was Cetera Investment Advisers, an estimated $1.72M added.
  • The largest Fidus Investment seller in Q3 2025 was Two Sigma Advisers, an estimated $6M sold.

Based on aggregated 13F filings for Q3 2025.