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MidCap Financial Investment
MFIC

Overview Fund Activity

164 hedge funds and large institutions have $364M invested in MidCap Financial Investment in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 38 reducing their positions, and 16 closing their positions.

Holders
164
Holders Change
-2
Holders Change %
-1.2%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
72
Reduced
38
Closed
16
Calls
$1.89M
Puts
$1.04M
Net Calls
+$854K
Net Calls Change
-$17K

Top Buyers

1
NCM
1
Next Capital Management
New York
$9.15M
2
UBS Group
2
UBS Group
Switzerland
$21M
3
Millennium Management
3
Millennium Management
New York
$3.12M
4
MC
4
Muzinich & Co
New York
$5.07M
5
VanEck Associates
5
VanEck Associates
New York
$30.2M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$0
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$0
3
Bank of America
3
Bank of America
North Carolina
$2.45M
4
CC
4
CF Capital
Massachusetts
$0
5
AAM
5
Advisors Asset Management
Colorado
$4.57M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$1.13M 89,492 +3,928 +5%
DA
52
Denali Advisors
California
$1.11M 87,681 -2,325 -3%
GWMIA
53
Global Wealth Management Investment Advisory
Florida
$1.08M 85,220 +6,112 +8%
SI
54
Stephens Inc
Arkansas
$1.06M 84,191 – –
S
55
SharpePoint
Arizona
$1.02M 80,563 +11,993 +17%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$975K 77,277 +1,111 +1%
CWM
57
Congress Wealth Management
Massachusetts
$963K 76,278 +46,739 +158%
SPC
58
Sigma Planning Corp
Michigan
$922K 73,046 +2,183 +3%
MHS
59
M Holdings Securities
Oregon
$913K 72,318 -2,283 -3%
CIA
60
Capital Investment Advisors
Georgia
$889K 70,434 -2,957 -4%
VIA
61
Virtus Investment Advisers
Connecticut
$877K 69,513 -1,585 -2%
Lido Advisors
62
Lido Advisors
California
$873K 69,158 +8,306 +14%
WA
63
Whipplewood Advisors
Colorado
$799K 63,341 +63,338 +2,111,267%
CP
64
Camelot Portfolios
Ohio
$781K 61,884 -2,701 -4%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$742K 58,763 -58,313 -50%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$714K 56,575 -1,351 -2%
PIA
67
Panoramic Investment Advisors
Colorado
$677K 53,630 – –
Connor, Clark & Lunn Investment Management (CC&L)
68
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$654K 51,851 -51,845 -50%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$616K 48,838 +4,014 +9%
Raymond James Financial
70
Raymond James Financial
Florida
$610K 48,311 -15,043 -24%
Verition Fund Management
71
Verition Fund Management
Connecticut
$601K 47,589 +47,589 New
SRC
72
Shufro Rose & Co
New York
$538K 41,834 -2,308 -5%
MIC
73
Meridian Investment Counsel
California
$531K 42,045 -11,400 -21%
TWM
74
TCFG Wealth Management
California
$526K 41,656 – –
LWP
75
LeClair Wealth Partners
Ohio
$516K 40,885 – –
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