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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
IAA
401
Independent Advisor Alliance
North Carolina
$805K
M1FG
402
Mach-1 Financial Group
Arkansas
$787K
CCM
403
Coldstream Capital Management
Washington
$786K
YIH
404
Y-Intercept (HK)
Hong Kong
$784K
VA
405
VestGen Advisors
Illinois
$774K
PPW
406
Parcion Private Wealth
Washington
$769K
TSS
407
Two Sigma Securities
New York
$762K
CA
408
Clearstead Advisors
Ohio
$760K
AFG
409
Atomi Financial Group
New York
$744K
EH
410
Equitable Holdings
New York
$743K
KWM
411
Keebeck Wealth Management
Illinois
$738K
OL
412
Odyssean LLC
Connecticut
$731K
JTWM
413
Jackson Thornton Wealth Management
Alabama
$726K
TCA
414
Transcend Capital Advisors
New Jersey
$720K
FCM
415
Fieldview Capital Management
Michigan
$710K
PWS
416
Precision Wealth Strategies
Missouri
$703K
RIL
417
Rothschild Investment LLC
Illinois
$687K
CP
418
Canopy Partners
Ohio
$678K
VFA
419
Voya Financial Advisors
Connecticut
$678K
TC
420
TwinBeech Capital
New York
$676K
WWC
421
Waypoint Wealth Counsel
Georgia
$672K
CCA
422
Catalyst Capital Advisors
New York
$668K
MSRPS
423
Maryland State Retirement & Pension System
Maryland
$667K
Nisa Investment Advisors
424
Nisa Investment Advisors
Missouri
$664K
URS
425
Utah Retirement Systems
Utah
$664K