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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 %
P
76
&Partners
Tennessee
$487K 38,624 +5,880 +18%
PS
77
Principal Securities
Iowa
$467K 36,999 +10,072 +37%
EW
78
Evoke Wealth
California
$464K 36,800 – –
WS
79
Wedbush Securities
California
$462K 36,643 +352 +1%
SPIA
80
Steward Partners Investment Advisory
New York
$445K 35,291 +395 +1%
CAGAS
81
Capital Advisory Group Advisory Services
Minnesota
$438K 34,677 – –
Northern Trust
82
Northern Trust
Illinois
$417K 33,081 +33,081 New
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$383K 30,384 +621 +2%
IAIM
84
International Assets Investment Management
Florida
$328K 25,996 +401 +2%
Truist Financial
85
Truist Financial
North Carolina
$326K 25,850 -1,800 -7%
NA
86
NewEdge Advisors
Louisiana
$308K 24,430 +1,000 +4%
Citadel Advisors
87
Citadel Advisors
Florida
$308K 24,371 +24,371 New
FCFC
88
First Commonwealth Financial Corp
Pennsylvania
$305K 24,175 – –
GIC
89
Generali Investments CEE
Czech Republic
$305K 24,139 +1,419 +6%
BHCM
90
Brevan Howard Capital Management
Jersey
$300K 23,780 +1,966 +9%
DWM
91
DKM Wealth Management
California
$297K 23,500 – –
TWP
92
Tyche Wealth Partners
Texas
$297K 23,500 +4,000 +21%
ASN
93
Advisory Services Network
Georgia
$296K 23,530 +2,521 +12%
US Bancorp
94
US Bancorp
Minnesota
$295K 23,359 -1,918 -8%
WLPWM
95
Walled Lake Planning & Wealth Management
Illinois
$281K 22,271 – –
EAM
96
Everstar Asset Management
North Carolina
$263K 20,850 -3,000 -13%
KAS
97
Kestra Advisory Services
Texas
$243K 19,263 +5,819 +43%
BRWA
98
B. Riley Wealth Advisors
Florida
$241K 19,102 +19,102 New
OIA
99
OneDigital Investment Advisors
Kansas
$239K 18,947 -7,959 -30%
WI
100
Westbourne Investments
Virginia
$239K 18,930 -49,884 -72%
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4
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