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MidCap Financial Investment
MFIC

168 hedge funds and large institutions have $698M invested in MidCap Financial Investment in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 42 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more capital invested

Capital invested by funds: $356M → $698M (+$342M)

64% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 42

62% more call options, than puts

Call options by funds: $2.27M | Put options by funds: $1.4M

1.49% more ownership

Funds ownership: 28.1% → 29.58% (+1.5%)

3% less funds holding

Funds holding: 173 → 168 (-5)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

Holders
168
Holders Change
-5
Holders Change %
-2.89%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
69
Reduced
42
Closed
23
Calls
$2.27M
Puts
$1.4M
Net Calls
+$871K
Net Calls Change
-$183K

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$7.15M
2
CWA
Cura Wealth Advisors
Illinois
+$6.88M
3
EFG
Ethos Financial Group
Pennsylvania
+$5.4M
4
CastleKeep Investment Advisors
CastleKeep Investment Advisors
Connecticut
+$4.06M
5
Morgan Stanley
Morgan Stanley
New York
+$3.85M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$23.1M
2
AGM
Alpine Global Management
New York
-$2.56M
3
VanEck Associates
VanEck Associates
New York
-$1.83M
4
AMH
Apollo Management Holdings
New York
-$1.07M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$941K
Name Holding Trade Value Shares
Change 		Change in
Stake
HWAM
26
Hennion & Walsh Asset Management
New Jersey
$3.99M -$629K -46,276 -13%
Allspring Global Investments
27
Allspring Global Investments
North Carolina
$3.58M -$23.1M -1,700,600 -86%
UAG
28
United Advisor Group
Ohio
$3.3M +$115K +8,464 +3%
BAMF
29
BI Asset Management Fondsmaeglerselskab
Denmark
$3.13M +$1.28M +94,468 +63%
MC
30
Muzinich & Co
New York
$3.07M +$603K +44,385 +23%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$2.99M +$603K +44,385 +24%
1832 Asset Management
32
1832 Asset Management
Ontario, Canada
$2.96M +$3.13M +230,000 New
Two Sigma Advisers
33
Two Sigma Advisers
New York
$2.88M +$648K +47,667 +27%
Two Sigma Investments
34
Two Sigma Investments
New York
$2.7M +$1.03M +75,977 +57%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$2.59M -$89.8K -6,603 -3%
NW
36
Naviter Wealth
Arkansas
$2.58M +$149K +10,989 +6%
GL
37
Graypoint LLC
New York
$2.33M +$69.3K +5,098 +3%
CC
38
CF Capital
Massachusetts
$2.27M -$238K -17,519 -8%
AF
39
Advisornet Financial
Minnesota
$2.2M +$2.32M +170,854 New
NCM
40
Next Capital Management
New York
$2.17M -$76.7K -5,643 -3%
DnB Asset Management
41
DnB Asset Management
Norway
$2.11M -$228K -16,767 -9%
AC
42
Almitas Capital
California
$1.84M +$101K +7,440 +5%
GAMC
43
Garner Asset Management Corp
Texas
$1.7M +$156K +11,459 +10%
JP Morgan Chase
44
JP Morgan Chase
New York
$1.51M -$668K -49,154 -30%
Kovitz Investment Group Partners
45
Kovitz Investment Group Partners
Illinois
$1.41M +$680K +50,000 +84%
JWCA
46
J.W. Cole Advisors
Florida
$1.36M +$325K +23,891 +29%
LSV Asset Management
47
LSV Asset Management
Illinois
$1.35M -$471K -34,666 -25%
Connor, Clark & Lunn Investment Management (CC&L)
48
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.33M +$111K +8,176 +9%
AWA
49
Arkadios Wealth Advisors
Georgia
$1.27M -$89.1K -6,552 -6%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$1.22M +$277K +20,354 +27%
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MFIC Hedge Fund Activity: Q1 2025 in Review

168 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q1 2025, worth a combined $698M — up 96% from $356M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of MFIC and 20 opened new positions — a net loss of 3 holders — while 42 trimmed existing stakes and 69 added.

The largest buyer was UBS Group, adding an estimated $7.15M. The largest seller was Allspring Global Investments, cutting an estimated $23.1M.

  • 168 institutional investors held MidCap Financial Investment (MFIC) as of Q1 2025, down from 173 in Q4 2024.
  • Funds reported $698M of MidCap Financial Investment stock for Q1 2025, up 96% quarter-over-quarter.
  • 20 funds opened new MidCap Financial Investment positions in Q1 2025 and 23 closed out, a net change of -3 holders.
  • The largest MidCap Financial Investment buyer in Q1 2025 was UBS Group, an estimated $7.15M added.
  • The largest MidCap Financial Investment seller in Q1 2025 was Allspring Global Investments, an estimated $23.1M sold.

Based on aggregated 13F filings for Q1 2025.