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MidCap Financial Investment

176 hedge funds and large institutions have $358M invested in MidCap Financial Investment in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 55 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 55

0.53% more ownership

Funds ownership: 33.98%34.51% (+0.53%)

1% less capital invested

Capital invested by funds: $363M → $358M (-$4.95M)

9% less funds holding

Funds holding: 193176 (-17)

32% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 37

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

49% less call options, than puts

Call options by funds: $2.17M | Put options by funds: $4.26M

Holders
176
Holders Change
-17
Holders Change %
-8.81%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
25
Increased
57
Reduced
55
Closed
37
Calls
$2.17M
Puts
$4.26M
Net Calls
-$2.09M
Net Calls Change
+$936K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$3.35M -$70.7K -6,411 -2%
UAG
27
United Advisor Group
Ohio
$3.04M +$158K +14,334 +6%
LPL Financial
28
LPL Financial
California
$2.94M -$614K -55,725 -18%
AAM
29
Advisors Asset Management
Colorado
$2.87M +$78.1K +7,085 +3%
BAMF
30
BI Asset Management Fondsmaeglerselskab
Denmark
$2.8M +$87.5K +7,942 +3%
Two Sigma Investments
31
Two Sigma Investments
New York
$2.79M -$1.53M -138,978 -36%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$2.42M -$46K -4,178 -2%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$2.29M -$16.6K -1,504 -0.7%
NW
34
Naviter Wealth
Arkansas
$2.22M +$336K +30,461 +18%
VC
35
VarCov Co
Connecticut
$2.01M +$1.71M +155,181 +654%
DnB Asset Management
36
DnB Asset Management
Norway
$1.72M
LF
37
Lansforsakringar Fondforvaltning
Sweden
$1.64M +$291K +26,362 +22%
AC
38
Almitas Capital
California
$1.58M +$55.1K +5,000 +4%
JWCA
39
J.W. Cole Advisors
Florida
$1.49M -$6.59K -598 -0.4%
Osaic Holdings
40
Osaic Holdings
Arizona
$1.48M -$168K -15,286 -10%
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$1.47M +$316K +28,700 +28%
Bank of America
42
Bank of America
North Carolina
$1.44M -$141K -12,772 -9%
S
43
SharpePoint
Arizona
$1.4M +$227K +20,608 +20%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$1.39M +$39.6K +3,590 +3%
CIM
45
Confluence Investment Management
Missouri
$1.32M -$68.1K -6,175 -5%
MF
46
Magnetar Financial
Illinois
$1.27M +$1.24M +112,559 New
GWMIA
47
Global Wealth Management Investment Advisory
Florida
$1.26M +$167K +15,139 +16%
Canada Life
48
Canada Life
Manitoba, Canada
$1.15M +$625K +56,703 +127%
AWA
49
Arkadios Wealth Advisors
Georgia
$1.14M -$18.3K -1,661 -2%
LSV Asset Management
50
LSV Asset Management
Illinois
$1.08M