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Medifast

124 hedge funds and large institutions have $111M invested in Medifast in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $7.34M | Put options by funds: $3.2M

10% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 41

4% less funds holding

Funds holding: 129124 (-5)

6.21% less ownership

Funds ownership: 81.56%75.35% (-6.2%)

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

29% less capital invested

Capital invested by funds: $157M → $111M (-$46.1M)

Holders
124
Holders Change
-5
Holders Change %
-3.88%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
37
Reduced
41
Closed
24
Calls
$7.34M
Puts
$3.2M
Net Calls
+$4.13M
Net Calls Change
+$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
PLC
26
Peapod Lane Capital
New York
$933K +$1.04M +69,200 New
SFI
27
Susquehanna Fundamental Investments
Pennsylvania
$896K +$998K +66,470 New
UBS Group
28
UBS Group
Switzerland
$892K -$390K -25,986 -28%
VFA
29
Values First Advisors
Tennessee
$869K +$35.1K +2,340 +4%
Citadel Advisors
30
Citadel Advisors
Florida
$764K +$353K +23,504 +71%
JP Morgan Chase
31
JP Morgan Chase
New York
$701K -$978K -65,132 -56%
Invesco
32
Invesco
Georgia
$661K +$1.43K +95 +0.2%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$658K -$113K -7,521 -13%
SIM
34
SummerHaven Investment Management
Connecticut
$567K +$13.8K +916 +2%
CC
35
Commons Capital
Massachusetts
$512K
CAM
36
Cresset Asset Management
Illinois
$479K -$98.4K -6,549 -16%
TI
37
Trexquant Investment
Connecticut
$479K -$342K -22,767 -39%
SOW
38
State of Wyoming
Wyoming
$433K +$313K +20,825 +184%
N
39
Nuveen
North Carolina
$407K
Amundi
40
Amundi
France
$398K +$139K +9,224 +43%
Deutsche Bank
41
Deutsche Bank
Germany
$376K -$24.7K -1,647 -6%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$371K -$35.8K -2,386 -8%
AllianceBernstein
43
AllianceBernstein
Tennessee
$360K
BEI
44
Benjamin Edwards Inc
Missouri
$329K +$157K +10,469 +75%
BCM
45
Bridgeway Capital Management
Texas
$295K +$28.5K +1,900 +10%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$290K +$323K +21,537 New
Robeco Institutional Asset Management
47
Robeco Institutional Asset Management
Netherlands
$286K
Russell Investments Group
48
Russell Investments Group
United Kingdom
$267K +$156K +10,401 +114%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$258K -$9.94K -662 -3%
Millennium Management
50
Millennium Management
New York
$251K -$382K -25,451 -58%