We are live on ! Find out more
MED icon

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
BEI
126
Benjamin Edwards Inc
Missouri
-$329K -24,419 Closed
Robeco Institutional Asset Management
127
Robeco Institutional Asset Management
Netherlands
-$286K -21,250 Closed
DFCM
128
Dark Forest Capital Management
Puerto Rico
-$237K -17,615 Closed
ETC
129
Exchange Traded Concepts
Oklahoma
-$236K -17,491 Closed
CCIA
130
Campbell & Co Investment Adviser
Maryland
-$194K -14,420 Closed
Wolverine Trading
131
Wolverine Trading
Illinois
-$180K -13,044 Closed
ASN
132
Advisory Services Network
Georgia
-$165K -12,250 Closed
IA
133
Inspire Advisors
Idaho
-$148K -11,013 Closed
CF
134
Corebridge Financial
Texas
-$71.1K -5,275 Closed
KAS
135
Kestra Advisory Services
Texas
-$4.35K -323 Closed
BIG
136
Brooklyn Investment Group
New York
-$2.33K -173 Closed
CCM
137
Coldstream Capital Management
Washington
-$1.5K -111 Closed
RIL
138
Rothschild Investment LLC
Illinois
-$1.21K -90 Closed
AAG
139
Armstrong Advisory Group
Massachusetts
-$1.46K -83 Closed
PFBT
140
Parkside Financial Bank & Trust
Missouri
-$944 -70 Closed
MCM
141
MAI Capital Management
Ohio
-$826 -61 Closed
PA
142
PSI Advisors
Florida
-$607 -45 Closed
SC
143
SouthState Corp
Florida
-$472 -35 Closed
NA
144
NewEdge Advisors
Louisiana
-$297 -22 Closed
YAL
145
Your Advocates Ltd
Texas
-$231 -17 Closed
SFGP
146
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$216 -16 Closed
LFG
147
Larson Financial Group
Missouri
-$40 -3 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.