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MidCap Financial Investment
MFIC

Overview Fund Activity

166 hedge funds and large institutions have $697M invested in MidCap Financial Investment in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 42 reducing their positions, and 22 closing their positions.

Holders
166
Holders Change
-3
Holders Change %
-1.78%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
21
Increased
67
Reduced
42
Closed
22
Calls
$2.27M
Puts
$1.4M
Net Calls
+$871K
Net Calls Change
-$183K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$16.2M
2
CWA
2
Cura Wealth Advisors
Illinois
$8.34M
3
EFG
3
Ethos Financial Group
Pennsylvania
$5.36M
4
CastleKeep Investment Advisors
4
CastleKeep Investment Advisors
Connecticut
$5M
5
Morgan Stanley
5
Morgan Stanley
New York
$23.4M

Top Sellers

1
WA
1
Whipplewood Advisors
Colorado
$955K
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$3.58M
3
AGM
3
Alpine Global Management
New York
$0
4
VanEck Associates
4
VanEck Associates
New York
$28.8M
5
AMH
5
Apollo Management Holdings
New York
$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWAM
26
Hennion & Walsh Asset Management
New Jersey
$3.99M -$595K -46,276 -13%
Allspring Global Investments
27
Allspring Global Investments
North Carolina
$3.58M -$21.9M -1,700,600 -86%
UAG
28
United Advisor Group
Ohio
$3.3M +$109K +8,464 +3%
BAMF
29
BI Asset Management Fondsmaeglerselskab
Denmark
$3.13M +$1.21M +94,468 +63%
MC
30
Muzinich & Co
New York
$3.07M +$571K +44,385 +23%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$2.99M +$571K +44,385 +24%
1832 Asset Management
32
1832 Asset Management
Ontario, Canada
$2.96M +$2.96M +230,000 New
Two Sigma Advisers
33
Two Sigma Advisers
New York
$2.88M +$613K +47,667 +27%
Two Sigma Investments
34
Two Sigma Investments
New York
$2.7M +$977K +75,977 +57%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$2.59M -$84.9K -6,603 -3%
NW
36
Naviter Wealth
Arkansas
$2.58M +$143K +10,989 +6%
GL
37
Graypoint LLC
New York
$2.33M +$65.6K +5,098 +3%
CC
38
CF Capital
Massachusetts
$2.27M -$209K -17,519 -8%
AF
39
Advisornet Financial
Minnesota
$2.2M +$2.2M +170,854 New
NCM
40
Next Capital Management
New York
$2.17M -$72.6K -5,643 -3%
DnB Asset Management
41
DnB Asset Management
Norway
$2.11M -$216K -16,767 -9%
AC
42
Almitas Capital
California
$1.84M +$95.7K +7,440 +5%
GAMC
43
Garner Asset Management Corp
Texas
$1.7M +$147K +11,459 +10%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$1.51M -$632K -49,154 -30%
Kovitz Investment Group Partners
45
Kovitz Investment Group Partners
Illinois
$1.41M +$643K +50,000 +84%
JWCA
46
J.W. Cole Advisors
Florida
$1.36M +$307K +23,891 +29%
LSV Asset Management
47
LSV Asset Management
Illinois
$1.35M -$446K -34,666 -25%
Connor, Clark & Lunn Investment Management (CC&L)
48
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.33M +$105K +8,176 +9%
AWA
49
Arkadios Wealth Advisors
Georgia
$1.27M -$84.3K -6,552 -6%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$1.22M +$262K +20,354 +27%
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