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MidCap Financial Investment

193 hedge funds and large institutions have $363M invested in MidCap Financial Investment in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 58 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more funds holding

Funds holding: 174193 (+19)

2.66% more ownership

Funds ownership: 31.31%33.98% (+2.7%)

3% more capital invested

Capital invested by funds: $350M → $363M (+$12.2M)

13% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 67

72% less call options, than puts

Call options by funds: $1.17M | Put options by funds: $4.2M

Holders
193
Holders Change
+19
Holders Change %
+10.92%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
35
Increased
58
Reduced
67
Closed
15
Calls
$1.17M
Puts
$4.2M
Net Calls
-$3.03M
Net Calls Change
-$3.93M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$3.63M -$2.25M -189,950 -37%
BlackRock
27
BlackRock
New York
$3.62M -$103K -8,670 -3%
Wells Fargo
28
Wells Fargo
California
$3.49M -$2.83M -238,419 -44%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$3.02M +$3.14M +264,315 New
UAG
30
United Advisor Group
Ohio
$2.93M -$179K -15,098 -6%
Jane Street
31
Jane Street
New York
$2.86M +$2.97M +250,307 New
AAM
32
Advisors Asset Management
Colorado
$2.84M -$489K -41,222 -14%
BAMF
33
BI Asset Management Fondsmaeglerselskab
Denmark
$2.76M -$545K -45,932 -16%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$2.51M -$80.5K -6,782 -3%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$2.35M -$281K -23,658 -10%
Cerity Partners
36
Cerity Partners
New York
$2.28M +$2.36M +199,049 New
CEFA
37
Closed-End Fund Advisors
Virginia
$2.1M +$2.18M +183,892 New
Ameriprise
38
Ameriprise
Minnesota
$1.99M -$2.89M -243,505 -58%
NW
39
Naviter Wealth
Arkansas
$1.91M -$440K -37,095 -18%
HWAM
40
Hennion & Walsh Asset Management
New Jersey
$1.83M -$89.5K -7,543 -5%
DnB Asset Management
41
DnB Asset Management
Norway
$1.75M -$128K -10,756 -7%
GAMC
42
Garner Asset Management Corp
Texas
$1.7M -$254K -21,368 -13%
Osaic Holdings
43
Osaic Holdings
Arizona
$1.68M +$76.7K +6,462 +5%
Bank of America
44
Bank of America
North Carolina
$1.61M -$107K -9,035 -6%
AC
45
Almitas Capital
California
$1.55M +$507K +42,760 +46%
XT
46
XTX Topco
Cayman Islands
$1.55M +$1.61M +135,297 New
JWCA
47
J.W. Cole Advisors
Florida
$1.52M +$81K +6,828 +5%
Lazard Asset Management
48
Lazard Asset Management
New York
$1.43M +$388K +32,659 +35%
CIM
49
Confluence Investment Management
Missouri
$1.41M -$99K -8,344 -6%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$1.37M +$1.25M +104,988 +700%