MidCap Financial Investment
MFIC
168 hedge funds and large institutions have $698M invested in MidCap Financial Investment in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 42 reducing their positions, and 23 closing their positions.
96% more capital invested
Capital invested by funds: $356M → $698M (+$342M)
64% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 42
62% more call options, than puts
Call options by funds: $2.27M | Put options by funds: $1.4M
1.49% more ownership
Funds ownership: 28.1% → 29.58% (+1.5%)
3% less funds holding
Funds holding: 173 → 168 (-5)
13% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$7.15M |
| 2 |
CWA
Cura Wealth Advisors
Chicago,
Illinois
|
+$6.88M |
| 3 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$5.4M |
| 4 |
CastleKeep Investment Advisors
Westport,
Connecticut
|
+$4.06M |
| 5 |
Morgan Stanley
New York
|
+$3.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$23.1M |
| 2 |
AGM
Alpine Global Management
New York
|
-$2.56M |
| 3 |
VanEck Associates
New York
|
-$1.83M |
| 4 |
AMH
Apollo Management Holdings
New York
|
-$1.07M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$941K |
MFIC Hedge Fund Activity: Q1 2025 in Review
168 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q1 2025, worth a combined $698M — up 96% from $356M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of MFIC and 20 opened new positions — a net loss of 3 holders — while 42 trimmed existing stakes and 69 added.
The largest buyer was UBS Group, adding an estimated $7.15M. The largest seller was Allspring Global Investments, cutting an estimated $23.1M.
- 168 institutional investors held MidCap Financial Investment (MFIC) as of Q1 2025, down from 173 in Q4 2024.
- Funds reported $698M of MidCap Financial Investment stock for Q1 2025, up 96% quarter-over-quarter.
- 20 funds opened new MidCap Financial Investment positions in Q1 2025 and 23 closed out, a net change of -3 holders.
- The largest MidCap Financial Investment buyer in Q1 2025 was UBS Group, an estimated $7.15M added.
- The largest MidCap Financial Investment seller in Q1 2025 was Allspring Global Investments, an estimated $23.1M sold.
Based on aggregated 13F filings for Q1 2025.