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Medifast

111 hedge funds and large institutions have $87.6M invested in Medifast in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,951% more call options, than puts

Call options by funds: $22.7M | Put options by funds: $744K

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

4.77% more ownership

Funds ownership: 73.5%78.27% (+4.8%)

2% more funds holding

Funds holding: 109111 (+2)

1% more capital invested

Capital invested by funds: $86.7M → $87.6M (+$987K)

0% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 33

Holders
111
Holders Change
+2
Holders Change %
+1.83%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
33
Reduced
33
Closed
20
Calls
$22.7M
Puts
$744K
Net Calls
+$22M
Net Calls Change
+$7.78M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
76
GAMMA Investing
California
$9.22K +$3.73K +346 +62%
PWPS
77
Pinnacle Wealth Planning Services
Ohio
$8.19K -$9.14K -848 -51%
AAP
78
Arax Advisory Partners
Colorado
$7.93K -$117K -10,819 -93%
EP
79
Essential Partners
California
$6.46K -$474 -44 -6%
UBS AM
80
UBS AM
Illinois
$6.12K +$6.48K +601 New
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$6.05K -$6.16K -571 -49%
Jones Financial Companies
82
Jones Financial Companies
Missouri
$5.97K +$388 +36 +6%
SCM
83
Sterling Capital Management
North Carolina
$3.64K -$2.85K -264 -43%
AAM
84
Advisors Asset Management
Colorado
$2.74K -$367 -34 -11%
VCM
85
Versant Capital Management
Arizona
$2.64K -$12.2K -1,130 -81%
AF
86
Allworth Financial
California
$2.3K +$1.98K +184 +438%
EWA
87
EverSource Wealth Advisors
Alabama
$1.62K -$237 -22 -12%
IA
88
IFP Advisors
Florida
$1.43K +$1.2K +111 +383%
Optiver Holding
89
Optiver Holding
Netherlands
$1.14K -$690 -64 -36%
W
90
WealthCollab
Washington
$1.12K -$2.47K -229 -68%
GCP
91
Gill Capital Partners
Colorado
$1.1K +$1.16K +108 New
MAFA
92
MJT & Associates Financial Advisory
Minnesota
$1.02K
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$1K -$5.82K -540 -81%
C
94
Covestor
United Kingdom
$1K +$259 +24 +41%
SS
95
SBI Securities
Japan
$764
Los Angeles Capital Management
96
Los Angeles Capital Management
California
$744 -$323 -30 -29%
MCM
97
MAI Capital Management
Ohio
$581 +$507 +47 +470%
TWD
98
True Wealth Design
Ohio
$479 +$183 +17 +57%
CJ
99
Caitlin John
Michigan
$469
FFA
100
Farther Finance Advisors
California
$434 +$464 +43 New