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MidCap Financial Investment
MFIC

Overview Fund Activity

165 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 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.21%
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
17
Calls
$2.23M
Puts
$1.17M
Net Calls
+$1.06M
Net Calls Change
+$184K

Top Buyers

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

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$0
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
3
Bank of America
Bank of America
North Carolina
$2.45M
4
CC
CF Capital
Massachusetts
$0
5
AAM
Advisors Asset Management
Colorado
$4.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$1.13M +$49.6K +3,928 +5%
DA
52
Denali Advisors
California
$1.11M -$29.3K -2,325 -3%
GWMIA
53
Global Wealth Management Investment Advisory
Florida
$1.08M +$77.1K +6,112 +8%
SI
54
Stephens Inc
Arkansas
$1.06M – – –
S
55
SharpePoint
Arizona
$1.02M +$151K +11,993 +17%
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$975K +$14K +1,111 +1%
CWM
57
Congress Wealth Management
Massachusetts
$963K +$590K +46,739 +158%
SPC
58
Sigma Planning Corp
Michigan
$922K +$27.6K +2,183 +3%
MHS
59
M Holdings Securities
Oregon
$913K -$28.8K -2,283 -3%
CIA
60
Capital Investment Advisors
Georgia
$889K -$37.3K -2,957 -4%
VIA
61
Virtus Investment Advisers
Connecticut
$877K -$20K -1,585 -2%
Lido Advisors
62
Lido Advisors
California
$873K +$105K +8,306 +14%
WA
63
Whipplewood Advisors
Colorado
$799K +$799K +63,338 +2,111,267%
CP
64
Camelot Portfolios
Ohio
$781K -$34.1K -2,701 -4%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$742K -$736K -58,313 -50%
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$714K -$17.1K -1,351 -2%
PIA
67
Panoramic Investment Advisors
Colorado
$677K – – –
Connor, Clark & Lunn Investment Management (CC&L)
68
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$654K -$654K -51,845 -50%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$616K +$50.7K +4,014 +9%
Raymond James Financial
70
Raymond James Financial
Florida
$610K -$190K -15,043 -24%
Verition Fund Management
71
Verition Fund Management
Connecticut
$601K +$601K +47,589 New
SRC
72
Shufro Rose & Co
New York
$538K -$29.7K -2,308 -5%
MIC
73
Meridian Investment Counsel
California
$531K -$144K -11,400 -21%
TWM
74
TCFG Wealth Management
California
$526K – – –
LWP
75
LeClair Wealth Partners
Ohio
$516K – – –
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