We are live on ! Find out more
FDUS icon

Fidus Investment

142 hedge funds and large institutions have $173M invested in Fidus Investment in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 38 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more call options, than puts

Call options by funds: $742K | Put options by funds: $319K

26% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 38

1.57% less ownership

Funds ownership: 27.63%26.06% (-1.6%)

5% less funds holding

Funds holding: 149142 (-7)

11% less capital invested

Capital invested by funds: $194M → $173M (-$21.7M)

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

Holders
142
Holders Change
-7
Holders Change %
-4.7%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
48
Reduced
38
Closed
24
Calls
$742K
Puts
$319K
Net Calls
+$423K
Net Calls Change
-$556K
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$14M +$1.28M +68,367 +9%
VanEck Associates
2
VanEck Associates
New York
$12.4M -$2.59M -138,575 -16%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$9.5M +$470K +25,169 +5%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$9.45M +$349K +18,656 +4%
CM
5
Columbus Macro
Pennsylvania
$8.81M +$370K +19,787 +4%
UBS Group
6
UBS Group
Switzerland
$7.37M -$319K -17,053 -4%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$7.08M +$389K +20,828 +5%
MC
8
Muzinich & Co
New York
$6.07M +$22.4K +1,197 +0.3%
Morgan Stanley
9
Morgan Stanley
New York
$5.12M +$834K +44,643 +18%
Legal & General Group
10
Legal & General Group
United Kingdom
$4.96M +$598K +32,018 +13%
Two Sigma Investments
11
Two Sigma Investments
New York
$4.77M -$2.03M -108,682 -28%
Sumitomo Mitsui Trust Group
12
Sumitomo Mitsui Trust Group
Japan
$3.72M
NCM
13
Novare Capital Management
North Carolina
$3.59M +$22.9K +1,225 +0.6%
Millennium Management
14
Millennium Management
New York
$3.56M -$807K -43,194 -17%
PA
15
PFG Advisors
Arizona
$3.27M +$69.2K +3,702 +2%
EFG
16
Ethos Financial Group
Pennsylvania
$2.67M
Franklin Resources
17
Franklin Resources
California
$2.65M -$595K -31,873 -17%
LPL Financial
18
LPL Financial
California
$2.64M +$1.05M +55,951 +58%
BlackRock
19
BlackRock
New York
$2.46M -$1.92M -103,021 -42%
AAM
20
Advisors Asset Management
Colorado
$2.06M +$99.5K +5,328 +5%
RP
21
Riverbridge Partners
Minnesota
$1.91M +$155K +8,307 +8%
CIAS
22
Capital Investment Advisory Services
North Carolina
$1.83M +$92.3K +4,940 +5%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$1.8M +$585K +31,317 +43%
Citadel Advisors
24
Citadel Advisors
Florida
$1.78M +$1.91M +102,332 New
PGF
25
Plan Group Financial
Oklahoma
$1.72M +$357K +19,113 +24%