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Medpace

769 hedge funds and large institutions have $13.3B invested in Medpace in 2025 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 258 increasing their positions, 259 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.06% less ownership

Funds ownership: 85.34%84.27% (-1.1%)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

72% less call options, than puts

Call options by funds: $14.3M | Put options by funds: $51.1M

Holders
769
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.3M
Puts
$51.1M
Net Calls
Net Calls Change

Top Buyers

1 +$184M
2 +$111M
3 +$104M
4
Goldman Sachs
Goldman Sachs
New York
+$94.6M
5
UBS Group
UBS Group
Switzerland
+$46.1M
Name Holding Trade Value Shares
Change
Change in
Stake
STA
376
Summit Trail Advisors
New York
$931K
TSW
377
Three Seasons Wealth
Utah
$931K
DWM
378
Dakota Wealth Management
Florida
$929K
SSA
379
Sierra Summit Advisors
Nevada
$919K
SFA
380
Sequoia Financial Advisors
Ohio
$912K
AWAU
381
Alliance Wealth Advisors (Utah)
Utah
$906K
Corient Private Wealth
382
Corient Private Wealth
Florida
$904K
AC
383
Annandale Capital
Texas
$899K
IIC
384
Integrated Investment Consultants
Michigan
$894K
BCWM
385
Bartlett & Co Wealth Management
Ohio
$888K
SLAM
386
Swiss Life Asset Management
$887K
GFPC
387
Global Financial Private Client
Florida
$883K
HWM
388
HB Wealth Management
Georgia
$873K
JIC
389
Johnson Investment Counsel
Ohio
$862K
MCM
390
Massar Capital Management
Connecticut
$859K
KPWS
391
Kestra Private Wealth Services
Texas
$855K
LGF
392
LGT Group Foundation
Liechtenstein
$844K
SPIA
393
Steward Partners Investment Advisory
New York
$842K
VI
394
Versor Investments
New York
$835K
DO
395
denkapparat Operations
Germany
$832K
EC
396
Enhancing Capital
Pennsylvania
$821K
WA
397
Waddell & Associates
Tennessee
$817K
GCM
398
Graham Capital Management
Connecticut
$809K
Mirae Asset Global Investments
399
Mirae Asset Global Investments
South Korea
$808K
Credit Agricole
400
Credit Agricole
France
$807K