MFIC icon

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 %
P
76
&Partners
Tennessee
$487K +$74.2K +5,880 +18%
PS
77
Principal Securities
Iowa
$467K +$127K +10,072 +37%
EW
78
Evoke Wealth
California
$464K – – –
WS
79
Wedbush Securities
California
$462K +$4.44K +352 +1%
SPIA
80
Steward Partners Investment Advisory
New York
$445K +$4.99K +395 +1%
CAGAS
81
Capital Advisory Group Advisory Services
Minnesota
$438K – – –
Northern Trust
82
Northern Trust
Illinois
$417K +$417K +33,081 New
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$383K +$7.84K +621 +2%
IAIM
84
International Assets Investment Management
Florida
$328K +$5.06K +401 +2%
Truist Financial
85
Truist Financial
North Carolina
$326K -$22.7K -1,800 -7%
NA
86
NewEdge Advisors
Louisiana
$308K +$12.6K +1,000 +4%
Citadel Advisors
87
Citadel Advisors
Florida
$308K +$308K +24,371 New
FCFC
88
First Commonwealth Financial Corp
Pennsylvania
$305K – – –
GIC
89
Generali Investments CEE
Czech Republic
$305K +$17.9K +1,419 +6%
BHCM
90
Brevan Howard Capital Management
Jersey
$300K +$24.8K +1,966 +9%
DWM
91
DKM Wealth Management
California
$297K – – –
TWP
92
Tyche Wealth Partners
Texas
$297K +$50.5K +4,000 +21%
ASN
93
Advisory Services Network
Georgia
$296K +$31.8K +2,521 +12%
US Bancorp
94
US Bancorp
Minnesota
$295K -$24.2K -1,918 -8%
WLPWM
95
Walled Lake Planning & Wealth Management
Illinois
$281K – – –
EAM
96
Everstar Asset Management
North Carolina
$263K -$37.9K -3,000 -13%
KAS
97
Kestra Advisory Services
Texas
$243K +$73.4K +5,819 +43%
BRWA
98
B. Riley Wealth Advisors
Florida
$241K +$241K +19,102 New
OIA
99
OneDigital Investment Advisors
Kansas
$239K -$100K -7,959 -30%
WI
100
Westbourne Investments
Virginia
$239K -$630K -49,884 -72%
2 3
4
5 6