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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
BWL
751
Bogart Wealth LLC
Virginia
$1.12K
BHWM
752
Bay Harbor Wealth Management
Maryland
$1.12K
HFS
753
Hughes Financial Services
Virginia
$1.12K
RS
754
Rakuten Securities
Japan
$1.12K
OC
755
Optima Capital
Oregon
$1.12K
UFF
756
USA Financial Formulas
Michigan
$1.12K
CAL
757
Capital Advisors Ltd
Ohio
$1K
IPS
758
Investors Portfolio Services
Washington
$625
GWM
759
Geneos Wealth Management
Colorado
$562
QWM
760
Quaker Wealth Management
New Jersey
$562
DF
761
DecisionPoint Financial
Arizona
$562
PWMG
762
Prestige Wealth Management Group
New Jersey
$562
MCM
763
Manchester Capital Management
Vermont
$562
APW
764
Aventura Private Wealth
Florida
$562
NFSG
765
Newbridge Financial Services Group
Florida
$562
TFM
766
TFC Financial Management
Massachusetts
$562
CCM
767
Chilton Capital Management
Texas
$562
RF
768
Rossby Financial
Florida
$562
UFPG
769
United Financial Planning Group
New York
$562
CCP
770
Clarkston Capital Partners
Michigan
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
771
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
Grantham, Mayo, Van Otterloo & Co (GMO)
772
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
FGP
773
Freestone Grove Partners
California
NAM
774
Nutshell Asset Management
United Kingdom
JSP
775
Jackson Square Partners
California