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Medifast
MED

Overview Fund Activity

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.

Holders
124
Holders Change
-5
Holders Change %
-3.88%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
37
Reduced
41
Closed
24
Calls
$7.34M
Puts
$3.2M
Net Calls
+$4.13M
Net Calls Change
+$2.76M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$3.58M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$5.19M
3
PLC
3
Peapod Lane Capital
New York
$933K
4
SFI
4
Susquehanna Fundamental Investments
Pennsylvania
$896K
5
Marshall Wace
5
Marshall Wace
United Kingdom
$2.24M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$2.32M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$181K
4
ZDA
4
Zweig-DiMenna Associates
New York
$0
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
101
Coldstream Capital Management
Washington
$1.5K 111 +111 New
AAG
102
Armstrong Advisory Group
Massachusetts
$1.46K 83 – –
WIM
103
Westside Investment Management
California
$1.21K 90 – –
RIL
104
Rothschild Investment LLC
Illinois
$1.21K 90 +20 +29%
C
105
Covestor
United Kingdom
$1K 67 -27 -29%
PFBT
106
Parkside Financial Bank & Trust
Missouri
$944 70 +70 New
MCM
107
MAI Capital Management
Ohio
$826 61 +61 New
PA
108
PSI Advisors
Florida
$607 45 – –
AAP
109
Arax Advisory Partners
Colorado
$607 45 +2 +5%
TWD
110
True Wealth Design
Ohio
$540 40 -75 -65%
SC
111
SouthState Corp
Florida
$472 35 +35 New
CWP
112
Concord Wealth Partners
Virginia
$445 33 – –
W
113
WealthCollab
Washington
$364 27 -509 -95%
TIM
114
Tortoise Investment Management
New York
$337 25 – –
NA
115
NewEdge Advisors
Louisiana
$297 22 +22 New
YAL
116
Your Advocates Ltd
Texas
$231 17 -10 -37%
SFG
117
Stonebridge Financial Group
Pennsylvania
$216 16 – –
CAM
118
Creekmur Asset Management
Illinois
$175 13 – –
PWMG
119
Private Wealth Management Group
New Jersey
$162 12 +12 New
CPG
120
Cornerstone Planning Group
New Jersey
$145 12 -2 -14%
GJIA
121
Glass Jacobson Investment Advisors
Maryland
$124 7 – –
IA
122
IFP Advisors
Florida
– – – –
PWA
123
Principia Wealth Advisory
Texas
$79 6 – –
LFG
124
Larson Financial Group
Missouri
$40 3 – –
Hotchkis & Wiley Capital Management
125
Hotchkis & Wiley Capital Management
California
– – -294,880 Closed
3 4
5
6 7