MFIC icon

MidCap Financial Investment
MFIC

Overview Fund Activity

166 hedge funds and large institutions have $697M invested in MidCap Financial Investment in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 42 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-3
Holders Change %
-1.78%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
21
Increased
67
Reduced
42
Closed
22
Calls
$2.27M
Puts
$1.4M
Net Calls
+$871K
Net Calls Change
-$183K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$16.2M
2
CWA
2
Cura Wealth Advisors
Illinois
$8.34M
3
EFG
3
Ethos Financial Group
Pennsylvania
$5.36M
4
CastleKeep Investment Advisors
4
CastleKeep Investment Advisors
Connecticut
$5M
5
Morgan Stanley
5
Morgan Stanley
New York
$23.4M

Top Sellers

1
WA
1
Whipplewood Advisors
Colorado
$955K
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$3.58M
3
AGM
3
Alpine Global Management
New York
$0
4
VanEck Associates
4
VanEck Associates
New York
$28.8M
5
AMH
5
Apollo Management Holdings
New York
$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
51
Osaic Holdings
Arizona
$1.21M +$15K +1,169 +1%
DA
52
Denali Advisors
California
$1.16M +$117K +9,103 +11%
CIM
53
Confluence Investment Management
Missouri
$1.15M +$14.2K +1,104 +1%
Canada Life
54
Canada Life
Manitoba, Canada
$1.15M +$465K +35,995 +67%
HighTower Advisors
55
HighTower Advisors
Illinois
$1.1M -$48.3K -3,753 -4%
SI
56
Stephens Inc
Arkansas
$1.08M -$3.86K -300 -0.4%
Comerica Bank
57
Comerica Bank
Texas
$1.07M -$80.5K -6,262 -7%
GWMIA
58
Global Wealth Management Investment Advisory
Florida
$1.02M -$823 -64 -0.1%
Lazard Asset Management
59
Lazard Asset Management
New York
$1M +$438K +34,055 +77%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$980K +$102K +7,964 +12%
MHS
61
M Holdings Securities
Oregon
$959K – – –
WA
62
Whipplewood Advisors
Colorado
$955K -$21.9B -68,750 -100%
CIA
63
Capital Investment Advisors
Georgia
$944K -$81.8K -6,363 -8%
VIA
64
Virtus Investment Advisers
Connecticut
$914K +$914K +71,098 New
SPC
65
Sigma Planning Corp
Michigan
$911K +$134K +10,425 +17%
WI
66
Westbourne Investments
Virginia
$885K +$162K +12,614 +22%
CP
67
Camelot Portfolios
Ohio
$831K +$248K +19,289 +43%
S
68
SharpePoint
Arizona
$826K +$152K +12,651 +23%
Raymond James Financial
69
Raymond James Financial
Florida
$815K -$78.8K -6,128 -9%
Lido Advisors
70
Lido Advisors
California
$783K -$10.6K -824 -1%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$745K -$53.7K -4,178 -7%
PIA
72
Panoramic Investment Advisors
Colorado
$690K – – –
MIC
73
Meridian Investment Counsel
California
$687K -$12.9K -1,000 -2%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$576K -$863K -67,132 -60%
SRC
75
Shufro Rose & Co
New York
$568K -$3.73K -290 -0.7%
1 2
3
4 5