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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
PFSRSONJ
76
Police & Firemen's Retirement System of New Jersey
New Jersey
$29.2K
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$15K -$74.2K -4,939 -81%
AIP
78
Ameritas Investment Partners
Nebraska
$14.4K
Legal & General Group
79
Legal & General Group
United Kingdom
$12.5K
TRCT
80
Tower Research Capital (TRC)
New York
$11.6K -$18.1K -1,204 -58%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$10.5K
S
82
SignatureFD
Georgia
$9.46K
VCM
83
Versant Capital Management
Arizona
$8.38K +$1.35K +90 +17%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$7.46K +$3.71K +247 +81%
Nisa Investment Advisors
85
Nisa Investment Advisors
Missouri
$6.15K -$165K -10,986 -96%
AB
86
Amalgamated Bank
New York
$5K
HCA
87
Harbor Capital Advisors
Illinois
$5K +$631 +42 +14%
KAS
88
Kestra Advisory Services
Texas
$4.35K +$4.85K +323 New
CIAM
89
Caitong International Asset Management
Hong Kong
$3.8K +$3.36K +224 +386%
WSFS
90
Wilmington Savings Fund Society
Delaware
$3.69K
Jones Financial Companies
91
Jones Financial Companies
Missouri
$3.46K +$2.49K +166 +198%
GI
92
GAMMA Investing
California
$3.21K +$2.12K +141 +145%
A
93
AlphaQuest
New York
$3.17K +$3.53K +235 New
EWA
94
EverSource Wealth Advisors
Alabama
$3.15K +$255 +17 +8%
Osaic Holdings
95
Osaic Holdings
Arizona
$2.68K -$375 -25 -11%
SCM
96
Sterling Capital Management
North Carolina
$2.51K -$2.39K -159 -46%
BIG
97
Brooklyn Investment Group
New York
$2.33K -$2.46K -164 -49%
Comerica Bank
98
Comerica Bank
Texas
$2.33K +$2.6K +173 New
SS
99
SBI Securities
Japan
$2K +$165 +11 +8%
RTL
100
Red Tortoise LLC
Georgia
$1.79K +$2K +133 New