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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 21 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

13% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 24

29% less capital invested

Capital invested by funds: $157M → $111M (-$46.1M)

Holders
124
Holders Change
Holders Change %
% of All Funds
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
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
101
Coldstream Capital Management
Washington
$1.5K
AAG
102
Armstrong Advisory Group
Massachusetts
$1.46K
WIM
103
Westside Investment Management
California
$1.21K
RIL
104
Rothschild Investment LLC
Illinois
$1.21K
C
105
Covestor
United Kingdom
$1K
PFBT
106
Parkside Financial Bank & Trust
Missouri
$944
MCM
107
MAI Capital Management
Ohio
$826
PA
108
PSI Advisors
Florida
$607
AAP
109
Arax Advisory Partners
Colorado
$607
TWD
110
True Wealth Design
Ohio
$540
SC
111
SouthState Corp
Florida
$472
CWP
112
Concord Wealth Partners
Virginia
$445
W
113
WealthCollab
Washington
$364
TIM
114
Tortoise Investment Management
New York
$337
NA
115
NewEdge Advisors
Louisiana
$297
YAL
116
Your Advocates Ltd
Texas
$231
SFG
117
Stonebridge Financial Group
Pennsylvania
$216
CAM
118
Creekmur Asset Management
Illinois
$175
PWMG
119
Private Wealth Management Group
New Jersey
$162
CPG
120
Cornerstone Planning Group
New Jersey
$145
GJIA
121
Glass Jacobson Investment Advisors
Maryland
$124
IA
122
IFP Advisors
Florida
$108
PWA
123
Principia Wealth Advisory
Texas
$79
LFG
124
Larson Financial Group
Missouri
$40
Hotchkis & Wiley Capital Management
125
Hotchkis & Wiley Capital Management
California