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

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $7.34M | Put options by funds: $3.2M

10% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 41

4% less funds holding

Funds holding: 129124 (-5)

6.21% less ownership

Funds ownership: 81.56%75.35% (-6.2%)

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

29% less capital invested

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

Holders
124
Holders Change
-5
Holders Change %
-3.88%
% of All Funds
1.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
37
Reduced
41
Closed
24
Calls
$7.34M
Puts
$3.2M
Net Calls
+$4.13M
Net Calls Change
+$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$12.8M +$461K +30,689 +3%
Renaissance Technologies
2
Renaissance Technologies
New York
$12M -$222K -14,806 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.4M +$239K +15,940 +2%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$5.19M +$1.7M +113,111 +41%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$4.49M +$671K +44,663 +15%
Morgan Stanley
6
Morgan Stanley
New York
$3.96M +$113K +7,555 +3%
Bank of America
7
Bank of America
North Carolina
$3.89M +$187K +12,434 +5%
Charles Schwab
8
Charles Schwab
California
$3.58M +$2.27M +151,434 +133%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$3.46M +$159K +10,554 +4%
American Century Companies
10
American Century Companies
Missouri
$3.03M -$289K -19,240 -8%
State Street
11
State Street
Massachusetts
$3.02M -$87.5K -5,824 -3%
Two Sigma Advisers
12
Two Sigma Advisers
New York
$2.95M +$45.1K +3,000 +1%
Two Sigma Investments
13
Two Sigma Investments
New York
$2.92M -$230K -15,346 -7%
AQR Capital Management
14
AQR Capital Management
Connecticut
$2.69M +$381K +25,366 +15%
Man Group
15
Man Group
United Kingdom
$2.65M +$21K +1,400 +0.7%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$2.48M -$434K -28,886 -14%
Federated Hermes
17
Federated Hermes
Pennsylvania
$2.37M -$1.56M -103,703 -37%
Goldman Sachs
18
Goldman Sachs
New York
$2.32M -$2.71M -180,767 -51%
Marshall Wace
19
Marshall Wace
United Kingdom
$2.24M +$931K +61,973 +59%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$1.93M -$52.3K -3,480 -2%
QOP
21
Quinn Opportunity Partners
Virginia
$1.65M +$759K +50,565 +71%
PGCM
22
Prescott Group Capital Management
Oklahoma
$1.48M
Northern Trust
23
Northern Trust
Illinois
$1.31M -$73.4K -4,885 -5%
VFO
24
Virtus Family Office
Texas
$1.03M
Ameriprise
25
Ameriprise
Minnesota
$950K +$90.9K +6,050 +9%