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Medifast

118 hedge funds and large institutions have $121M invested in Medifast in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 44 increasing their positions, 30 reducing their positions, and 27 closing their positions.

Holders
118
Holders Change
-6
Holders Change %
-4.84%
% of All Funds
1.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
44
Reduced
30
Closed
27
Calls
$12.7M
Puts
$683K
Net Calls
+$12.1M
Net Calls Change
+$7.93M
Name Market Value Shares Shares
Change
Shares
Change %
C
101
Covestor
United Kingdom
$1K 65 -2 -3%
CIAM
102
Caitong International Asset Management
Hong Kong
$773 55 -227 -80%
A
103
AlphaQuest
New York
$773 55 -180 -77%
PA
104
Parallel Advisors
California
$703 50 +50 New
RA
105
Rise Advisors
New York
$703 50 +50 New
TWD
106
True Wealth Design
Ohio
$689 49 +9 +23%
PWMG
107
Private Wealth Management Group
New Jersey
$577 41 +29 +242%
CWP
108
Concord Wealth Partners
Virginia
$464 33
PS
109
Principal Securities
Iowa
$436 31 +31 New
TIM
110
Tortoise Investment Management
New York
$351 25
Comerica Bank
111
Comerica Bank
Texas
$267 19 -154 -89%
CAM
112
Creekmur Asset Management
Illinois
$183 13
CPG
113
Cornerstone Planning Group
New Jersey
$157 12
AAS
114
Ameritas Advisory Services
Nebraska
$141 10 +10 New
SA
115
Scarborough Advisors
Maryland
$112 8 +8 New
GJIA
116
Glass Jacobson Investment Advisors
Maryland
$99 7
PWA
117
Principia Wealth Advisory
Texas
$84 6
AF
118
Allworth Financial
California
$71 5 +5 New
GRP
119
Global Retirement Partners
California
$60 4 +4 New
Marshall Wace
120
Marshall Wace
United Kingdom
-166,199 Closed
VFA
121
Values First Advisors
Tennessee
-64,228 Closed
Citadel Advisors
122
Citadel Advisors
Florida
-56,662 Closed
CAM
123
Cresset Asset Management
Illinois
-35,563 Closed
BEI
124
Benjamin Edwards Inc
Missouri
-24,419 Closed
Robeco Institutional Asset Management
125
Robeco Institutional Asset Management
Netherlands
-21,250 Closed