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Medpace

774 hedge funds and large institutions have $13.3B invested in Medpace in 2025 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 260 increasing their positions, 257 reducing their positions, and 52 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: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1% less ownership

Funds ownership: 85.3%84.3% (-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
774
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
VAG
601
VisionPoint Advisory Group
Texas
$239K
GWM
602
Gilpin Wealth Management
Colorado
$236K
GWM
603
Gibbs Wealth Management
Georgia
$234K
HWMO
604
Heritage Wealth Management (Ohio)
Ohio
$233K
Northwestern Mutual Wealth Management
605
Northwestern Mutual Wealth Management
Wisconsin
$233K
SS
606
SBI Securities
Japan
$233K
SFC
607
SYM Financial Corp
Indiana
$231K
MAM
608
Mainsail Asset Management
Alabama
$229K
EPGL
609
Estate Planners Group, LLC
Pennsylvania
$228K
DT
610
Diversified Trust
Tennessee
$228K
ICP
611
Impact Capital Partners
Colorado
$227K
SAM
612
Smartleaf Asset Management
Massachusetts
$227K
DFCM
613
Dark Forest Capital Management
Puerto Rico
$225K
AF
614
Advisornet Financial
Minnesota
$225K
DB
615
Danske Bank
Denmark
$225K
PS
616
Principal Securities
Iowa
$225K
IRP
617
Investment Research Partners
Pennsylvania
$221K
SWP
618
Stratos Wealth Partners
Ohio
$217K
TAM
619
Titleist Asset Management
Texas
$217K
EWA
620
Exencial Wealth Advisors
Oklahoma
$216K
BCM
621
Brookstone Capital Management
Illinois
$216K
ATPW
622
Ashton Thomas Private Wealth
Arizona
$216K
SIA
623
Soltis Investment Advisors
Utah
$216K
Fifth Third Bancorp
624
Fifth Third Bancorp
Ohio
$215K
Lido Advisors
625
Lido Advisors
California
$211K