We are live on ! Find out more
MFIC icon

MidCap Financial Investment
MFIC

169 hedge funds and large institutions have $365M invested in MidCap Financial Investment in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 38

90% more call options, than puts

Call options by funds: $2.23M | Put options by funds: $1.17M

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1.39% more ownership

Funds ownership: 29.58% → 30.97% (+1.4%)

1% more funds holding

Funds holding: 168 → 169 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

48% less capital invested

Capital invested by funds: $698M → $365M (-$333M)

Holders
169
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
75
Reduced
38
Closed
17
Calls
$2.23M
Puts
$1.17M
Net Calls
+$1.05M
Net Calls Change
+$184K

Top Buyers

Rank Fund Capital Flow
1
NCM
Next Capital Management
New York
+$6.82M
2
UBS Group
UBS Group
Switzerland
+$4.98M
3
Millennium Management
Millennium Management
New York
+$2.78M
4
MC
Muzinich & Co
New York
+$2M
5
VanEck Associates
VanEck Associates
New York
+$1.87M

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$3.58M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$2.96M
3
CC
CF Capital
Massachusetts
-$2.27M
4
Bank of America
Bank of America
North Carolina
-$2.23M
5
AAM
Advisors Asset Management
Colorado
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$4.22M -$8.32K -678 -0.2%
DADC
27
D.A. Davidson & Co
Montana
$4.14M +$186K +15,132 +5%
BAMF
28
BI Asset Management Fondsmaeglerselskab
Denmark
$3.43M +$343K +27,977 +11%
UAG
29
United Advisor Group
Ohio
$3.24M +$7.48K +610 +0.2%
Millennium Management
30
Millennium Management
New York
$3.12M +$2.78M +226,362 +1,101%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.99M +$439K +35,818 +18%
HWAM
32
Hennion & Walsh Asset Management
New Jersey
$2.82M -$1.06M -86,824 -28%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$2.82M -$9.41K -767 -0.3%
Two Sigma Investments
34
Two Sigma Investments
New York
$2.81M +$150K +12,191 +6%
NW
35
Naviter Wealth
Arkansas
$2.57M +$70.7K +5,765 +3%
Bank of America
36
Bank of America
North Carolina
$2.45M -$2.23M -182,075 -48%
GL
37
Graypoint LLC
New York
$2.36M +$68K +5,545 +3%
CIM
38
Confluence Investment Management
Missouri
$2.08M +$925K +75,407 +84%
DnB Asset Management
39
DnB Asset Management
Norway
$2.07M – – –
AF
40
Advisornet Financial
Minnesota
$1.98M -$167K -13,626 -8%
JWCA
41
J.W. Cole Advisors
Florida
$1.5M +$166K +13,521 +13%
Lazard Asset Management
42
Lazard Asset Management
New York
$1.43M +$427K +34,800 +45%
GAMC
43
Garner Asset Management Corp
Texas
$1.41M -$248K -20,232 -15%
Kovitz Investment Group Partners
44
Kovitz Investment Group Partners
Illinois
$1.38M – – –
LSV Asset Management
45
LSV Asset Management
Illinois
$1.32M – – –
AWA
46
Arkadios Wealth Advisors
Georgia
$1.31M +$60.3K +4,919 +5%
Osaic Holdings
47
Osaic Holdings
Arizona
$1.21M +$18.4K +1,501 +2%
Canada Life
48
Canada Life
Manitoba, Canada
$1.19M +$55.6K +4,530 +5%
AC
49
Almitas Capital
California
$1.17M -$615K -50,167 -35%
Comerica Bank
50
Comerica Bank
Texas
$1.16M +$111K +9,046 +11%
1
2
3 4 5

MFIC Hedge Fund Activity: Q2 2025 in Review

169 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q2 2025, worth a combined $365M — down 48% from $698M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MFIC positions and 17 closed out — a net gain of 3 holders — while 75 added to existing stakes and 38 trimmed.

The largest buyer was Next Capital Management, adding an estimated $6.82M. The largest seller was Allspring Global Investments, exiting entirely with an estimated $3.58M sold.

  • 169 institutional investors held MidCap Financial Investment (MFIC) as of Q2 2025, up from 168 in Q1 2025.
  • Funds reported $365M of MidCap Financial Investment stock for Q2 2025, down 48% quarter-over-quarter.
  • 20 funds opened new MidCap Financial Investment positions in Q2 2025 and 17 closed out, a net change of +3 holders.
  • The largest MidCap Financial Investment buyer in Q2 2025 was Next Capital Management, an estimated $6.82M added.
  • The largest MidCap Financial Investment seller in Q2 2025 was Allspring Global Investments, an estimated $3.58M sold.

Based on aggregated 13F filings for Q2 2025.