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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.

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 %
TWM
76
TCFG Wealth Management
California
$536K – – –
LWP
77
LeClair Wealth Partners
Ohio
$526K +$526K +40,885 New
EW
78
Evoke Wealth
California
$473K – – –
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$471K -$365K -28,380 -44%
WS
80
Wedbush Securities
California
$467K +$18.1K +1,410 +4%
SPIA
81
Steward Partners Investment Advisory
New York
$449K +$38.8K +3,015 +9%
CAGAS
82
Capital Advisory Group Advisory Services
Minnesota
$446K -$16.9K -1,318 -4%
P
83
&Partners
Tennessee
$427K +$178K +13,634 +71%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$383K -$890K -69,224 -70%
CWM
85
Congress Wealth Management
Massachusetts
$380K +$12.2K +945 +3%
FRM
86
Fox Run Management
Connecticut
$372K +$372K +28,937 New
Credit Agricole
87
Credit Agricole
France
$363K – – –
PS
88
Principal Securities
Iowa
$363K – – –
LF
89
Lansforsakringar Fondforvaltning
Sweden
$357K +$357K +27,786 New
Truist Financial
90
Truist Financial
North Carolina
$356K – – –
OIA
91
OneDigital Investment Advisors
Kansas
$346K -$59.8K -4,652 -15%
IAIM
92
International Assets Investment Management
Florida
$329K +$11.3K +876 +4%
US Bancorp
93
US Bancorp
Minnesota
$325K +$21.5K +1,668 +7%
FCFC
94
First Commonwealth Financial Corp
Pennsylvania
$311K – – –
EAM
95
Everstar Asset Management
North Carolina
$307K -$9K -700 -3%
DWM
96
DKM Wealth Management
California
$302K – – –
NA
97
NewEdge Advisors
Louisiana
$301K -$14.8K -1,152 -5%
GIC
98
Generali Investments CEE
Czech Republic
$292K +$292K +22,720 New
WLPWM
99
Walled Lake Planning & Wealth Management
Illinois
$286K – – –
BHCM
100
Brevan Howard Capital Management
Jersey
$281K +$281K +21,814 New
2 3
4
5 6