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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
HWAM
51
Hennion & Walsh Asset Management
New Jersey
$1.03M -$753K -68,307 -43%
GAMC
52
Garner Asset Management Corp
Texas
$973K -$687K -62,330 -42%
Balyasny Asset Management
53
Balyasny Asset Management
Illinois
$953K +$934K +84,777 New
Lazard Asset Management
54
Lazard Asset Management
New York
$922K -$478K -43,361 -35%
SI
55
Stephens Inc
Arkansas
$899K
HighTower Advisors
56
HighTower Advisors
Illinois
$872K +$30.2K +2,739 +4%
Ameriprise
57
Ameriprise
Minnesota
$860K -$1.07M -97,128 -56%
AGM
58
Alpine Global Management
New York
$829K +$813K +73,766 New
Cerity Partners
59
Cerity Partners
New York
$828K -$1.38M -125,342 -63%
SPC
60
Sigma Planning Corp
Michigan
$827K +$18.9K +1,719 +2%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$770K +$151K +13,743 +25%
Lido Advisors
62
Lido Advisors
California
$756K +$26.4K +2,397 +4%
DS
63
DRW Securities
Illinois
$714K +$700K +63,487 New
MCA
64
Millennium Capital Advisors
Arkansas
$695K +$50.7K +4,600 +8%
DA
65
Denali Advisors
California
$671K -$22.4K -2,031 -3%
CP
66
Camelot Portfolios
Ohio
$648K -$15.1K -1,366 -2%
CIA
67
Capital Investment Advisors
Georgia
$644K -$53.8K -4,878 -8%
VIA
68
Virtus Investment Advisers
Connecticut
$621K -$55.4K -5,024 -8%
PIA
69
Panoramic Investment Advisors
Colorado
$603K
PS
70
Principal Securities
Iowa
$510K +$36.2K +3,283 +8%
BHCM
71
Brevan Howard Capital Management
Jersey
$488K +$93.2K +8,457 +24%
TWM
72
TCFG Wealth Management
California
$476K +$7.64K +693 +2%
TIA
73
TCFG Investment Advisors
California
$476K +$467K +42,349 New
BCA
74
Bayshore Capital Advisors
Florida
$450K +$441K +40,000 New
MIC
75
Meridian Investment Counsel
California
$440K +$15.4K +1,400 +4%