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Medpace

661 hedge funds and large institutions have $12.3B invested in Medpace in 2025 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 181 increasing their positions, 265 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

6.49% less ownership

Funds ownership: 91.78%85.28% (-6.5%)

32% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 265

52% less call options, than puts

Call options by funds: $54.3M | Put options by funds: $113M

Holders
661
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$54.3M
Puts
$113M
Net Calls
Net Calls Change

Top Buyers

1 +$204M
2 +$132M
3 +$109M
4
Invesco
Invesco
Georgia
+$44M
5
Goldman Sachs
Goldman Sachs
New York
+$42.5M

Top Sellers

1 -$169M
2 -$164M
3 -$132M
4
Millennium Management
Millennium Management
New York
-$117M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$97.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
426
Arkadios Wealth Advisors
Georgia
$449K
OF
427
Optimize Financial
California
$448K
STA
428
Summit Trail Advisors
New York
$445K
ET
429
Equitable Trust
Tennessee
$442K
EWA
430
Exit Wealth Advisors
Georgia
$441K
SCA
431
Snowden Capital Advisors
New York
$440K
JAG
432
Journey Advisory Group
Kentucky
$440K
IIM
433
Ipswich Investment Management
Massachusetts
$440K
P
434
Pitcairn
Pennsylvania
$437K
SCM
435
Shelton Capital Management
Colorado
$429K
TFA
436
Transamerica Financial Advisors
Florida
$429K
M&T Bank
437
M&T Bank
New York
$428K
MFAM
438
Motley Fool Asset Management
Virginia
$424K
ECM
439
Everence Capital Management
Indiana
$422K
HAG
440
HighPoint Advisor Group
Illinois
$416K
Polen Capital Management
441
Polen Capital Management
Florida
$407K
PA
442
Procyon Advisors
Connecticut
$407K
GPWM
443
Grant Private Wealth Management
California
$404K
RCM
444
Requisite Capital Management
Texas
$403K
Rockefeller Capital Management
445
Rockefeller Capital Management
New York
$398K
PFM
446
Premier Fund Managers
United Kingdom
$398K
EW
447
Evoke Wealth
California
$398K
KRW
448
Kaufman Rossin Wealth
Florida
$395K
SWGC
449
Summit Wealth Group (Colorado)
Colorado
$394K
PFBT
450
Parkside Financial Bank & Trust
Missouri
$394K