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MidCap Financial Investment

193 hedge funds and large institutions have $363M invested in MidCap Financial Investment in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 58 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more funds holding

Funds holding: 174193 (+19)

2.66% more ownership

Funds ownership: 31.31%33.98% (+2.7%)

3% more capital invested

Capital invested by funds: $350M → $363M (+$12.2M)

13% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 67

72% less call options, than puts

Call options by funds: $1.17M | Put options by funds: $4.2M

Holders
193
Holders Change
+19
Holders Change %
+10.92%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
35
Increased
58
Reduced
67
Closed
15
Calls
$1.17M
Puts
$4.2M
Net Calls
-$3.03M
Net Calls Change
-$3.93M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$509K -$92.1K -7,763 -15%
Marshall Wace
77
Marshall Wace
United Kingdom
$491K +$311K +26,179 +156%
PS
78
Principal Securities
Iowa
$482K +$21.2K +1,785 +4%
TWM
79
TCFG Wealth Management
California
$477K -$24.1K -2,031 -5%
LWP
80
LeClair Wealth Partners
Ohio
$468K
Northern Trust
81
Northern Trust
Illinois
$460K -$61.8K -5,207 -11%
MIC
82
Meridian Investment Counsel
California
$431K +$20.2K +1,700 +5%
SRC
83
Shufro Rose & Co
New York
$426K -$54.2K -4,567 -11%
BHCM
84
Brevan Howard Capital Management
Jersey
$400K +$210K +17,729 +103%
OAM
85
Oxford Asset Management
United Kingdom
$399K +$152K +12,823 +58%
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$396K -$5.22M -439,700 -93%
SPIA
87
Steward Partners Investment Advisory
New York
$395K -$16.8K -1,413 -4%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$376K +$390K +32,841 New
ACM
89
Aquatic Capital Management
Illinois
$376K +$110K +9,231 +39%
WS
90
Wedbush Securities
California
$348K -$65.6K -5,525 -15%
Verition Fund Management
91
Verition Fund Management
Connecticut
$348K
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$325K -$55.5K -4,678 -14%
VF
93
Virtu Financial
New York
$308K +$57.6K +4,856 +22%
IAIM
94
International Assets Investment Management
Florida
$296K -$1.6K -135 -0.5%
FCFC
95
First Commonwealth Financial Corp
Pennsylvania
$285K -$12 -1 -0%
Two Sigma Advisers
96
Two Sigma Advisers
New York
$277K -$384K -32,366 -57%
TI
97
TrueMark Investments
Illinois
$276K +$286K +24,108 New
NA
98
NewEdge Advisors
Louisiana
$274K -$2.38K -201 -0.8%
VC
99
VarCov Co
Connecticut
$271K +$282K +23,732 New
DWM
100
DKM Wealth Management
California
$269K