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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
HIA
751
HFM Investment Advisors
New Jersey
$1.69K
DWM
752
Dogwood Wealth Management
Kansas
$1.69K
PWA
753
Physician Wealth Advisors
Utah
$1.12K
MAFA
754
MJT & Associates Financial Advisory
Minnesota
$1.12K
BWL
755
Bogart Wealth LLC
Virginia
$1.12K
HFS
756
Hughes Financial Services
Virginia
$1.12K
BHWM
757
Bay Harbor Wealth Management
Maryland
$1.12K
RS
758
Rakuten Securities
Japan
$1.12K
UFF
759
USA Financial Formulas
Michigan
$1.12K
OC
760
Optima Capital
Oregon
$1.12K
CAL
761
Capital Advisors Ltd
Ohio
$1K
IPS
762
Investors Portfolio Services
Washington
$625
GWM
763
Geneos Wealth Management
Colorado
$562
MCM
764
Manchester Capital Management
Vermont
$562
DF
765
DecisionPoint Financial
Arizona
$562
PWMG
766
Prestige Wealth Management Group
New Jersey
$562
APW
767
Aventura Private Wealth
Florida
$562
QWM
768
Quaker Wealth Management
New Jersey
$562
UFPG
769
United Financial Planning Group
New York
$562
SWM
770
SHP Wealth Management
Massachusetts
$562
CCM
771
Chilton Capital Management
Texas
$562
TFM
772
TFC Financial Management
Massachusetts
$562
NFSG
773
Newbridge Financial Services Group
Florida
$562
RF
774
Rossby Financial
Florida
$562
CCP
775
Clarkston Capital Partners
Michigan