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Medifast

120 hedge funds and large institutions have $121M invested in Medifast in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 30 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,245% more call options, than puts

Call options by funds: $22.5M | Put options by funds: $1.67M

50% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 30

9% more capital invested

Capital invested by funds: $111M → $121M (+$10M)

3.1% more ownership

Funds ownership: 75.35%78.45% (+3.1%)

3% less funds holding

Funds holding: 124120 (-4)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

Holders
120
Holders Change
-4
Holders Change %
-3.23%
% of All Funds
1.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
45
Reduced
30
Closed
27
Calls
$22.5M
Puts
$1.67M
Net Calls
+$20.8M
Net Calls Change
+$16.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
101
Westside Investment Management
California
$1.26K
W
102
WealthCollab
Washington
$1.26K +$828 +63 +233%
C
103
Covestor
United Kingdom
$1K -$26 -2 -3%
CIAM
104
Caitong International Asset Management
Hong Kong
$773 -$2.98K -227 -80%
A
105
AlphaQuest
New York
$773 -$2.37K -180 -77%
PA
106
Parallel Advisors
California
$703 +$657 +50 New
RA
107
Rise Advisors
New York
$703 +$657 +50 New
TWD
108
True Wealth Design
Ohio
$689 +$118 +9 +23%
PWMG
109
Private Wealth Management Group
New Jersey
$577 +$381 +29 +242%
CWP
110
Concord Wealth Partners
Virginia
$464
PS
111
Principal Securities
Iowa
$436 +$407 +31 New
TIM
112
Tortoise Investment Management
New York
$351
Comerica Bank
113
Comerica Bank
Texas
$267 -$2.02K -154 -89%
CAM
114
Creekmur Asset Management
Illinois
$183
CPG
115
Cornerstone Planning Group
New Jersey
$157
AAS
116
Ameritas Advisory Services
Nebraska
$141 +$131 +10 New
SA
117
Scarborough Advisors
Maryland
$112 +$105 +8 New
GJIA
118
Glass Jacobson Investment Advisors
Maryland
$99
PWA
119
Principia Wealth Advisory
Texas
$84
AF
120
Allworth Financial
California
$71 +$66 +5 New
GRP
121
Global Retirement Partners
California
$60 +$53 +4 New
Marshall Wace
122
Marshall Wace
United Kingdom
-$2.24M -166,199 Closed
VFA
123
Values First Advisors
Tennessee
-$869K -64,228 Closed
Citadel Advisors
124
Citadel Advisors
Florida
-$745K -56,662 Closed
CAM
125
Cresset Asset Management
Illinois
-$479K -35,563 Closed

MED Hedge Fund Activity: Q2 2025 in Review

120 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q2 2025, worth a combined $121M — up 9% from $111M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of MED and 23 opened new positions — a net loss of 4 holders — while 30 trimmed existing stakes and 45 added.

The largest buyer was Morgan Stanley, adding an estimated $2.16M. The largest seller was Marshall Wace, exiting entirely with an estimated $2.24M sold.

  • 120 institutional investors held Medifast (MED) as of Q2 2025, down from 124 in Q1 2025.
  • Funds reported $121M of Medifast stock for Q2 2025, up 9% quarter-over-quarter.
  • 23 funds opened new Medifast positions in Q2 2025 and 27 closed out, a net change of -4 holders.
  • The largest Medifast buyer in Q2 2025 was Morgan Stanley, an estimated $2.16M added.
  • The largest Medifast seller in Q2 2025 was Marshall Wace, an estimated $2.24M sold.

Based on aggregated 13F filings for Q2 2025.