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Medifast

MED

Market cap $117M

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: 129 → 124 (-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

Increased

Reduced

Closed

Calls

$7.34M

Puts

$3.2M

Net Calls

+$4.13M

Net Calls Change

+$2.76M

Top Buyers

1	Charles Schwab San Francisco, California	+$2.27M
2	Acadian Asset Management Boston, Massachusetts	+$1.7M
3	PLC Peapod Lane Capital Bedford Hills, New York	+$1.04M
4	SFI Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania	+$998K
5	Marshall Wace London, United Kingdom	+$931K

Top Sellers

1	Hotchkis & Wiley Capital Management Los Angeles, California	-$5.2M
2	Goldman Sachs New York	-$2.71M
3	Susquehanna International Group Bala Cynwyd, Pennsylvania	-$2.23M
4	ZDA Zweig-DiMenna Associates New York	-$1.98M
5	Jane Street New York	-$1.67M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
101	CCM 101 Coldstream Capital Management Bellevue, Washington	$1.5K	+$1.67K	+111	New
102	AAG 102 Armstrong Advisory Group Needham, Massachusetts	$1.46K	–	–	–
103	WIM 103 Westside Investment Management Santa Monica, California	$1.21K	–	–	–
104	RIL 104 Rothschild Investment LLC Chicago, Illinois	$1.21K	+$300	+20	+29%
105	C 105 Covestor London, United Kingdom	$1K	-$406	-27	-29%
106	PFBT 106 Parkside Financial Bank & Trust Saint Louis, Missouri	$944	+$1.05K	+70	New
107	MCM 107 MAI Capital Management Independence, Ohio	$826	+$916	+61	New
108	PA 108 PSI Advisors Tampa, Florida	$607	–	–	–
109	AAP 109 Arax Advisory Partners Denver, Colorado	$607	+$30	+2	+5%
110	TWD 110 True Wealth Design Akron, Ohio	$540	-$1.13K	-75	-65%
111	SC 111 SouthState Corp Winter Haven, Florida	$472	+$526	+35	New
112	CWP 112 Concord Wealth Partners Abingdon, Virginia	$445	–	–	–
113	W 113 WealthCollab Bellevue, Washington	$364	-$7.64K	-509	-95%
114	TIM 114 Tortoise Investment Management White Plains, New York	$337	–	–	–
115	NA 115 NewEdge Advisors New Orleans, Louisiana	$297	+$330	+22	New
116	YAL 116 Your Advocates Ltd Houston, Texas	$231	-$150	-10	-37%
117	SFGP 117 Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania	$216	–	–	–
118	CAM 118 Creekmur Asset Management Morton, Illinois	$175	–	–	–
119	PWMG 119 Private Wealth Management Group Princeton, New Jersey	$162	+$180	+12	New
120	CPG 120 Cornerstone Planning Group Fairfield, New Jersey	$145	-$30	-2	-14%
121	GJIA 121 Glass Jacobson Investment Advisors Owings Mills, Maryland	$124	–	–	–
122	IA 122 IFP Advisors Tampa, Florida	$108	–	–	–
123	PWA 123 Principia Wealth Advisory Dallas, Texas	$79	–	–	–
124	LFG 124 Larson Financial Group St Louis, Missouri	$40	–	–	–
125	125 Hotchkis & Wiley Capital Management Los Angeles, California	–	-$5.2M	-294,880	Closed

Medifast MED Market cap $117M