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Medpace

725 hedge funds and large institutions have $11.5B invested in Medpace in 2026 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 236 increasing their positions, 295 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

34% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 131

41% less call options, than puts

Call options by funds: $13.6M | Put options by funds: $23.2M

Holders
725
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
$13.6M
Puts
$23.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWP
701
Highline Wealth Partners
California
$1.92K
BHWM
702
Bay Harbor Wealth Management
Maryland
$1.92K
CFM
703
Cornerstone Financial Management
Massachusetts
$1.44K
CH
704
Cromwell Holdings
Wyoming
$1.44K
BWL
705
Bogart Wealth LLC
Virginia
$1.44K
VWM
706
Vermillion Wealth Management
Minnesota
$1.44K
SWM
707
SHP Wealth Management
Massachusetts
$1.44K
CAL
708
Capital Advisors Ltd
Ohio
$1K
WCM
709
Winthrop Capital Management
Indiana
$1K
MAFA
710
MJT & Associates Financial Advisory
Minnesota
$961
HIA
711
HFM Investment Advisors
New Jersey
$960
UFF
712
USA Financial Formulas
Michigan
$960
RFS
713
Richardson Financial Services
Massachusetts
$960
DF
714
Dunhill Financial
United Kingdom
$691
RF
715
Rossby Financial
Florida
$489
PWMG
716
Prestige Wealth Management Group
New Jersey
$481
TFM
717
TFC Financial Management
Massachusetts
$481
MCM
718
Manchester Capital Management
Vermont
$481
QWM
719
Quaker Wealth Management
New Jersey
$481
DF
720
DecisionPoint Financial
Arizona
$481
TM
721
Torren Management
California
$480
APW
722
Aventura Private Wealth
Florida
$480
NFSG
723
Newbridge Financial Services Group
Florida
$480
CW
724
Curio Wealth
Maryland
$480
Norges Bank
725
Norges Bank
Norway