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Medpace

729 hedge funds and large institutions have $11.5B invested in Medpace in 2026 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 237 increasing their positions, 298 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: 86 | Existing positions closed: 131

41% less call options, than puts

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

Holders
729
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
EWP
701
Elevation Wealth Partners
California
$2.4K
RWM
702
RMG Wealth Management
Wisconsin
$2.09K
MCM
703
MV Capital Management
Maryland
$1.92K
HFS
704
Hughes Financial Services
Virginia
$1.92K
HWP
705
Highline Wealth Partners
California
$1.92K
BHWM
706
Bay Harbor Wealth Management
Maryland
$1.92K
CFM
707
Cornerstone Financial Management
Massachusetts
$1.44K
CH
708
Cromwell Holdings
Wyoming
$1.44K
BWL
709
Bogart Wealth LLC
Virginia
$1.44K
VWM
710
Vermillion Wealth Management
Minnesota
$1.44K
SWM
711
SHP Wealth Management
Massachusetts
$1.44K
CAL
712
Capital Advisors Ltd
Ohio
$1K
WCM
713
Winthrop Capital Management
Indiana
$1K
MAFA
714
MJT & Associates Financial Advisory
Minnesota
$961
HIA
715
HFM Investment Advisors
New Jersey
$960
UFF
716
USA Financial Formulas
Michigan
$960
RFS
717
Richardson Financial Services
Massachusetts
$960
DF
718
Dunhill Financial
United Kingdom
$691
RF
719
Rossby Financial
Florida
$489
DF
720
DecisionPoint Financial
Arizona
$481
MCM
721
Manchester Capital Management
Vermont
$481
PWMG
722
Prestige Wealth Management Group
New Jersey
$481
QWM
723
Quaker Wealth Management
New Jersey
$481
TFM
724
TFC Financial Management
Massachusetts
$481
TM
725
Torren Management
California
$480