We are live on ! Find out more
MED icon

Medifast

120 hedge funds and large institutions have $121M invested in Medifast in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 30 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,245% more call options, than puts

Call options by funds: $22.5M | Put options by funds: $1.67M

50% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 30

9% more capital invested

Capital invested by funds: $111M → $121M (+$10M)

3.1% more ownership

Funds ownership: 75.35%78.45% (+3.1%)

3% less funds holding

Funds holding: 124120 (-4)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

Holders
120
Holders Change
-4
Holders Change %
-3.23%
% of All Funds
1.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
45
Reduced
30
Closed
27
Calls
$22.5M
Puts
$1.67M
Net Calls
+$20.8M
Net Calls Change
+$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
51
Russell Investments Group
United Kingdom
$253K -$15.2K -1,156 -6%
Barclays
52
Barclays
United Kingdom
$250K +$91.9K +6,991 +65%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$247K +$183K +13,905 +381%
CM
54
Caption Management
Oklahoma
$244K +$229K +17,395 New
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$237K -$61.2K -4,655 -22%
RC
56
RBF Capital
California
$209K
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$208K +$6.83K +520 +4%
CCM
58
Chickasaw Capital Management
Tennessee
$207K -$15.8K -1,200 -8%
Prudential Financial
59
Prudential Financial
New Jersey
$200K +$187K +14,206 New
EGM
60
Engineers Gate Manager
New York
$161K +$150K +11,451 New
Ohio Public Employees Retirement System (OPERS)
61
Ohio Public Employees Retirement System (OPERS)
Ohio
$141K +$3.92K +298 +3%
Wells Fargo
62
Wells Fargo
California
$126K +$31.1K +2,369 +36%
SG Americas Securities
63
SG Americas Securities
New York
$124K -$32.2K -2,450 -22%
SOW
64
State of Wyoming
Wyoming
$115K -$315K -23,954 -75%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$105K +$83.3K +6,335 +565%
Mirae Asset Global ETFs Holdings
66
Mirae Asset Global ETFs Holdings
Hong Kong
$87.5K -$3.65K -278 -4%
MIM
67
MetLife Investment Management
New Jersey
$86.6K
SO
68
STRS Ohio
Ohio
$81.5K
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$64.5K
Simplex Trading
70
Simplex Trading
Illinois
$64K +$60.7K +4,621 New
Walleye Trading
71
Walleye Trading
New York
$47.8K
AAM
72
Advisors Asset Management
Colorado
$41.1K -$40.4K -3,075 -51%
PFSRSONJ
73
Police & Firemen's Retirement System of New Jersey
New Jersey
$30.4K
Nisa Investment Advisors
74
Nisa Investment Advisors
Missouri
$30.1K +$22.2K +1,688 +370%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$28.1K +$19K +1,448 +262%

MED Hedge Fund Activity: Q2 2025 in Review

120 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q2 2025, worth a combined $121M — up 9% from $111M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of MED and 23 opened new positions — a net loss of 4 holders — while 30 trimmed existing stakes and 45 added.

The largest buyer was Morgan Stanley, adding an estimated $2.16M. The largest seller was Marshall Wace, exiting entirely with an estimated $2.24M sold.

  • 120 institutional investors held Medifast (MED) as of Q2 2025, down from 124 in Q1 2025.
  • Funds reported $121M of Medifast stock for Q2 2025, up 9% quarter-over-quarter.
  • 23 funds opened new Medifast positions in Q2 2025 and 27 closed out, a net change of -4 holders.
  • The largest Medifast buyer in Q2 2025 was Morgan Stanley, an estimated $2.16M added.
  • The largest Medifast seller in Q2 2025 was Marshall Wace, an estimated $2.24M sold.

Based on aggregated 13F filings for Q2 2025.