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MidCap Financial Investment
MFIC

Overview Fund Activity

164 hedge funds and large institutions have $364M invested in MidCap Financial Investment in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 38 reducing their positions, and 16 closing their positions.

Holders
164
Holders Change
-2
Holders Change %
-1.2%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
72
Reduced
38
Closed
16
Calls
$1.89M
Puts
$1.04M
Net Calls
+$854K
Net Calls Change
-$17K

Top Buyers

1
NCM
1
Next Capital Management
New York
$9.15M
2
UBS Group
2
UBS Group
Switzerland
$21M
3
Millennium Management
3
Millennium Management
New York
$3.12M
4
MC
4
Muzinich & Co
New York
$5.07M
5
VanEck Associates
5
VanEck Associates
New York
$30.2M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$0
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$0
3
Bank of America
3
Bank of America
North Carolina
$2.45M
4
CC
4
CF Capital
Massachusetts
$0
5
AAM
5
Advisors Asset Management
Colorado
$4.57M
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
1
Thornburg Investment Management
New Mexico
$37.1M 2,937,783 – –
VanEck Associates
2
VanEck Associates
New York
$30.2M 2,390,155 +152,428 +7%
AMH
3
Apollo Management Holdings
New York
$30.1M 2,388,857 +5 +0%
Morgan Stanley
4
Morgan Stanley
New York
$23.8M 1,887,140 +64,086 +4%
UBS Group
5
UBS Group
Switzerland
$21M 1,667,288 +405,985 +32%
Franklin Resources
6
Franklin Resources
California
$9.75M 772,538 +119,343 +18%
Invesco
7
Invesco
Georgia
$9.72M 770,438 -108,125 -12%
NCM
8
Next Capital Management
New York
$9.15M 725,401 +556,316 +329%
CWA
9
Cura Wealth Advisors
Illinois
$8.95M 708,959 +60,359 +9%
Legal & General Group
10
Legal & General Group
United Kingdom
$7.79M 616,852 -8,125 -1%
BlackRock
11
BlackRock
New York
$7.72M 611,877 +151,502 +33%
Wells Fargo
12
Wells Fargo
California
$7.38M 584,965 +691 +0.1%
AM
13
Ares Management
California
$6.88M 545,532 +63,500 +13%
LPL Financial
14
LPL Financial
California
$6.8M 538,467 -23,670 -4%
CCM
15
Callodine Capital Management
Massachusetts
$6.31M 500,000 +90,150 +22%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$5.96M 472,254 +458 +0.1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.88M 466,028 +115,775 +33%
EFG
18
Ethos Financial Group
Pennsylvania
$5.32M 421,901 +5,953 +1%
CCM
19
Condor Capital Management
New Jersey
$5.21M 412,875 +15,789 +4%
Ameriprise
20
Ameriprise
Minnesota
$5.08M 402,636 +57,406 +17%
MC
21
Muzinich & Co
New York
$5.07M 401,393 +162,966 +68%
CastleKeep Investment Advisors
22
CastleKeep Investment Advisors
Connecticut
$4.91M 388,911 +89 +0%
FIA
23
Foundations Investment Advisors
Arizona
$4.69M 371,828 -55,552 -13%
AAM
24
Advisors Asset Management
Colorado
$4.57M 362,391 -111,492 -24%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$4.23M 334,994 +102,410 +44%
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