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Medifast
MED

123 hedge funds and large institutions have $126M invested in Medifast in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 24 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

9,297% more call options, than puts

Call options by funds: $29.6M | Put options by funds: $315K

83% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 24

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

5.56% more ownership

Funds ownership: 78.45% → 84.01% (+5.6%)

3% more funds holding

Funds holding: 120 → 123 (+3)

4% more capital invested

Capital invested by funds: $121M → $126M (+$5.04M)

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
44
Reduced
24
Closed
17
Calls
$29.6M
Puts
$315K
Net Calls
+$29.3M
Net Calls Change
+$8.45M

Top Buyers

Rank Fund Capital Flow
1
Lido Advisors
Lido Advisors
California
+$4.62M
2
Charles Schwab
Charles Schwab
California
+$2.43M
3
Morgan Stanley
Morgan Stanley
New York
+$1.83M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$1.27M
5
Victory Capital Management
Victory Capital Management
Texas
+$886K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$1.46M
2
Millennium Management
Millennium Management
New York
-$1.3M
3
UBS Group
UBS Group
Switzerland
-$1.08M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$825K
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$804K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAFA
101
MJT & Associates Financial Advisory
Minnesota
$1.37K – – –
AF
102
Allworth Financial
California
$1.27K +$1.23K +88 +1,760%
WIM
103
Westside Investment Management
California
$1.23K – – –
SS
104
SBI Securities
Japan
$1.19K -$98 -7 -7%
TPCW
105
TD Private Client Wealth
New York
$902 +$922 +66 New
FFA
106
Farther Finance Advisors
California
$875 +$894 +64 New
CJ
107
Caitlin John
Michigan
$783 +$796 +57 New
PA
108
Parallel Advisors
California
$684 – – –
RA
109
Rise Advisors
New York
$684 – – –
PWMG
110
Private Wealth Management Group
New Jersey
$561 – – –
HNB
111
Huntington National Bank
Ohio
$547 +$559 +40 New
IA
112
IFP Advisors
Florida
$547 +$559 +40 New
CWP
113
Concord Wealth Partners
Virginia
$451 – – –
PS
114
Principal Securities
Iowa
$424 – – –
CA
115
Clearstead Advisors
Ohio
$397 +$405 +29 New
Comerica Bank
116
Comerica Bank
Texas
$260 – – –
CAM
117
Creekmur Asset Management
Illinois
$178 – – –
CPG
118
Cornerstone Planning Group
New Jersey
$146 – – –
SA
119
Scarborough Advisors
Maryland
$109 – – –
GJIA
120
Glass Jacobson Investment Advisors
Maryland
$96 – – –
PWA
121
Principia Wealth Advisory
Texas
$82 – – –
GRP
122
Global Retirement Partners
California
$58 – – –
Millennium Management
123
Millennium Management
New York
– -$1.3M -92,741 Closed
Amundi
124
Amundi
France
– -$445K -30,439 Closed
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
– -$412K -29,501 Closed
2 3 4
5
6

MED Hedge Fund Activity: Q3 2025 in Review

123 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Medifast (MED) for Q3 2025, worth a combined $126M — up 4.2% from $121M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MED positions and 17 closed out — a net gain of 3 holders — while 44 added to existing stakes and 24 trimmed.

The largest buyer was Lido Advisors, opening a new position worth an estimated $4.62M. The largest seller was Vanguard Group, cutting an estimated $1.46M.

  • 123 institutional investors held Medifast (MED) as of Q3 2025, up from 120 in Q2 2025.
  • Funds reported $126M of Medifast stock for Q3 2025, up 4.2% quarter-over-quarter.
  • 20 funds opened new Medifast positions in Q3 2025 and 17 closed out, a net change of +3 holders.
  • The largest Medifast buyer in Q3 2025 was Lido Advisors, an estimated $4.62M added.
  • The largest Medifast seller in Q3 2025 was Vanguard Group, an estimated $1.46M sold.

Based on aggregated 13F filings for Q3 2025.