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Medpace

598 hedge funds and large institutions have $8.29B invested in Medpace in 2025 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 225 increasing their positions, 225 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 225

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

49% less call options, than puts

Call options by funds: $17.1M | Put options by funds: $33.2M

Holders
598
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.1M
Puts
$33.2M
Net Calls
Net Calls Change

Top Buyers

1 +$163M
2 +$90.2M
3 +$84.3M
4
Millennium Management
Millennium Management
New York
+$79.1M
5
Morgan Stanley
Morgan Stanley
New York
+$59.1M

Top Sellers

1 -$231M
2 -$70.1M
3 -$57.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$44.9M
5
Ameriprise
Ameriprise
Minnesota
-$43.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PWG
401
Portside Wealth Group
Utah
$342K
OSAM
402
O'Shaughnessy Asset Management
Connecticut
$337K
VWM
403
Venturi Wealth Management
Texas
$337K
Acadian Asset Management
404
Acadian Asset Management
Massachusetts
$335K
CSP
405
Cary Street Partners
Virginia
$333K
OIA
406
Optimum Investment Advisors
Illinois
$330K
VCA
407
Verdence Capital Advisors
Maryland
$329K
ATC
408
Argent Trust Co
Tennessee
$328K
AWA
409
Arkadios Wealth Advisors
Georgia
$327K
IAN
410
Integrated Advisors Network
Texas
$327K
IAA
411
Independent Advisor Alliance
North Carolina
$317K
XT
412
XTX Topco
Cayman Islands
$317K
VI
413
Versor Investments
New York
$314K
WA
414
Wealth Alliance
New York
$311K
LOAMU
415
Lombard Odier Asset Management (USA)
New York
$308K
Marshall Wace
416
Marshall Wace
United Kingdom
$304K
SCA
417
Snowden Capital Advisors
New York
$303K
SSW
418
Smith Shellnut Wilson
Mississippi
$302K
CIBC Asset Management
419
CIBC Asset Management
Ontario, Canada
$299K
SCP
420
Sivia Capital Partners
California
$296K
M&T Bank
421
M&T Bank
New York
$295K
IWC
422
Integrated Wealth Concepts
Massachusetts
$291K
SG Americas Securities
423
SG Americas Securities
New York
$291K
EWA
424
EverSource Wealth Advisors
Alabama
$287K
AWM
425
Angeles Wealth Management
California
$285K