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Medifast
MED

123 hedge funds and large institutions have $126M invested in Medifast in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 24 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,297% more call options, than puts

Call options by funds: $29.6M | Put options by funds: $315K

83% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 24

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

5.56% more ownership

Funds ownership: 78.45% → 84.01% (+5.6%)

3% more funds holding

Funds holding: 120 → 123 (+3)

4% more capital invested

Capital invested by funds: $121M → $126M (+$5.04M)

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
44
Reduced
24
Closed
17
Calls
$29.6M
Puts
$315K
Net Calls
+$29.3M
Net Calls Change
+$8.45M

Top Buyers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$4.62M
2
Charles Schwab
Charles Schwab
California
+$2.43M
3
Morgan Stanley
Morgan Stanley
New York
+$1.83M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$1.27M
5
Victory Capital Management
Victory Capital Management
Texas
+$886K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.46M
2
Millennium Management
Millennium Management
New York
-$1.3M
3
UBS Group
UBS Group
Switzerland
-$1.08M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$825K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$804K
Name Holding Trade Value Shares
Change 		Change in
Stake
VFO
26
Virtus Family Office
Texas
$1.08M +$32.3K +2,314 +3%
TI
27
Trexquant Investment
Connecticut
$923K -$434K -31,086 -32%
Federated Hermes
28
Federated Hermes
Pennsylvania
$903K -$147K -10,500 -14%
Victory Capital Management
29
Victory Capital Management
Texas
$867K +$886K +63,414 New
SIM
30
SummerHaven Investment Management
Connecticut
$794K +$207K +14,830 +34%
Ameriprise
31
Ameriprise
Minnesota
$791K -$265K -18,965 -25%
JP Morgan Chase
32
JP Morgan Chase
New York
$738K +$8.58K +614 +1%
Allianz Asset Management
33
Allianz Asset Management
Germany
$723K +$433K +31,017 +142%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$712K +$28.8K +2,064 +4%
Citigroup
35
Citigroup
New York
$651K +$18.2K +1,300 +3%
QCM
36
Quantinno Capital Management
New York
$585K +$267K +19,115 +81%
Invesco
37
Invesco
Georgia
$582K -$36.4K -2,604 -6%
EF
38
Empowered Funds
Pennsylvania
$551K +$59.6K +4,267 +12%
SFI
39
Susquehanna Fundamental Investments
Pennsylvania
$541K -$290K -20,749 -34%
CC
40
Commons Capital
Massachusetts
$519K – – –
Fidelity Investments
41
Fidelity Investments
Massachusetts
$487K +$5.87K +420 +1%
UBS Group
42
UBS Group
Switzerland
$461K -$1.08M -77,072 -70%
Walleye Capital
43
Walleye Capital
New York
$409K -$114K -8,154 -21%
AllianceBernstein
44
AllianceBernstein
Tennessee
$373K – – –
Deutsche Bank
45
Deutsche Bank
Germany
$344K – – –
N
46
Nuveen
North Carolina
$328K – – –
Verition Fund Management
47
Verition Fund Management
Connecticut
$294K +$301K +21,536 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$270K +$31.3K +2,239 +13%
ETC
49
Exchange Traded Concepts
Oklahoma
$263K +$269K +19,232 New
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$252K +$50.5K +3,612 +24%
1
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MED Hedge Fund Activity: Q3 2025 in Review

123 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q3 2025, worth a combined $126M — up 4.2% from $121M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MED positions and 17 closed out — a net gain of 3 holders — while 44 added to existing stakes and 24 trimmed.

The largest buyer was Lido Advisors, opening a new position worth an estimated $4.62M. The largest seller was Vanguard Group, cutting an estimated $1.46M.

  • 123 institutional investors held Medifast (MED) as of Q3 2025, up from 120 in Q2 2025.
  • Funds reported $126M of Medifast stock for Q3 2025, up 4.2% quarter-over-quarter.
  • 20 funds opened new Medifast positions in Q3 2025 and 17 closed out, a net change of +3 holders.
  • The largest Medifast buyer in Q3 2025 was Lido Advisors, an estimated $4.62M added.
  • The largest Medifast seller in Q3 2025 was Vanguard Group, an estimated $1.46M sold.

Based on aggregated 13F filings for Q3 2025.