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MidCap Financial Investment
MFIC

174 hedge funds and large institutions have $350M invested in MidCap Financial Investment in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $2.2M | Put options by funds: $1.3M

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

23% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 48

3% more funds holding

Funds holding: 169 → 174 (+5)

0.34% more ownership

Funds ownership: 30.97% → 31.31% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less capital invested

Capital invested by funds: $365M → $350M (-$14.2M)

Holders
174
Holders Change
+5
Holders Change %
+2.96%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
59
Reduced
48
Closed
17
Calls
$2.2M
Puts
$1.3M
Net Calls
+$904K
Net Calls Change
-$151K

Top Buyers

Rank Fund Capital Flow
1
NCM
Next Capital Management
New York
+$7.86M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$4.33M
3
CC
CF Capital
Massachusetts
+$3.19M
4
TIM
Thornburg Investment Management
New Mexico
+$2.55M
5
MC
Muzinich & Co
New York
+$2.17M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$3.66M
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$3.1M
3
Stifel Financial
Stifel Financial
Missouri
-$2.34M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$2.13M
5
AF
Advisornet Financial
Minnesota
-$1.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
26
Advisors Asset Management
Colorado
$3.47M -$931K -72,976 -20%
BAMF
27
BI Asset Management Fondsmaeglerselskab
Denmark
$3.44M +$201K +15,749 +6%
UAG
28
United Advisor Group
Ohio
$3.25M +$178K +13,964 +5%
CC
29
CF Capital
Massachusetts
$3M +$3.19M +250,000 New
Neuberger Berman Group
30
Neuberger Berman Group
New York
$2.75M -$3.1M -242,936 -51%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.71M -$145K -11,378 -5%
NW
32
Naviter Wealth
Arkansas
$2.45M +$10.8K +850 +0.4%
Two Sigma Investments
33
Two Sigma Investments
New York
$2.12M -$586K -45,897 -21%
GAMC
34
Garner Asset Management Corp
Texas
$2.05M +$748K +58,642 +53%
HWAM
35
Hennion & Walsh Asset Management
New Jersey
$2M -$719K -56,339 -25%
DnB Asset Management
36
DnB Asset Management
Norway
$1.97M – – –
Stifel Financial
37
Stifel Financial
Missouri
$1.81M -$2.34M -183,537 -55%
Bank of America
38
Bank of America
North Carolina
$1.8M -$564K -44,185 -23%
Osaic Holdings
39
Osaic Holdings
Arizona
$1.79M +$569K +44,599 +47%
CIM
40
Confluence Investment Management
Missouri
$1.58M -$427K -33,454 -20%
JWCA
41
J.W. Cole Advisors
Florida
$1.52M +$92.2K +7,225 +6%
Millennium Management
42
Millennium Management
New York
$1.47M -$1.59M -124,332 -50%
Raymond James Financial
43
Raymond James Financial
Florida
$1.33M +$804K +62,983 +130%
AWA
44
Arkadios Wealth Advisors
Georgia
$1.25M +$7.27K +570 +0.5%
Kovitz Investment Group Partners
45
Kovitz Investment Group Partners
Illinois
$1.22M -$102K -8,000 -7%
LSV Asset Management
46
LSV Asset Management
Illinois
$1.15M -$112K -8,766 -8%
Lazard Asset Management
47
Lazard Asset Management
New York
$1.11M -$258K -20,199 -18%
AC
48
Almitas Capital
California
$1.11M – – –
GWMIA
49
Global Wealth Management Investment Advisory
Florida
$1.09M +$72.9K +5,715 +7%
HighTower Advisors
50
HighTower Advisors
Illinois
$1.08M +$4.45K +349 +0.4%
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MFIC Hedge Fund Activity: Q3 2025 in Review

174 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q3 2025, worth a combined $350M — down 3.9% from $365M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MFIC positions and 17 closed out — a net gain of 7 holders — while 59 added to existing stakes and 48 trimmed.

The largest buyer was Next Capital Management, adding an estimated $7.86M. The largest seller was BlackRock, cutting an estimated $3.66M.

  • 174 institutional investors held MidCap Financial Investment (MFIC) as of Q3 2025, up from 169 in Q2 2025.
  • Funds reported $350M of MidCap Financial Investment stock for Q3 2025, down 3.9% quarter-over-quarter.
  • 24 funds opened new MidCap Financial Investment positions in Q3 2025 and 17 closed out, a net change of +7 holders.
  • The largest MidCap Financial Investment buyer in Q3 2025 was Next Capital Management, an estimated $7.86M added.
  • The largest MidCap Financial Investment seller in Q3 2025 was BlackRock, an estimated $3.66M sold.

Based on aggregated 13F filings for Q3 2025.