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MidCap Financial Investment

176 hedge funds and large institutions have $358M invested in MidCap Financial Investment in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 55 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 55

0.53% more ownership

Funds ownership: 33.98%34.51% (+0.53%)

1% less capital invested

Capital invested by funds: $363M → $358M (-$4.95M)

9% less funds holding

Funds holding: 193176 (-17)

32% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 37

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

49% less call options, than puts

Call options by funds: $2.17M | Put options by funds: $4.26M

Holders
176
Holders Change
-17
Holders Change %
-8.81%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
25
Increased
57
Reduced
55
Closed
37
Calls
$2.17M
Puts
$4.26M
Net Calls
-$2.09M
Net Calls Change
+$936K
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
76
Shufro Rose & Co
New York
$419K
Stifel Financial
77
Stifel Financial
Missouri
$416K -$205K -18,615 -33%
NAM
78
NewGen Asset Management
Ontario, Canada
$393K +$386K +35,000 New
SP
79
Stablepoint Partners
Massachusetts
$387K +$380K +34,475 New
Jane Street
80
Jane Street
New York
$386K -$2.38M -215,953 -86%
CEFA
81
Closed-End Fund Advisors
Virginia
$381K -$1.65M -150,019 -82%
CAU
82
Caxton Associates (UK)
$379K +$125K +11,300 +50%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$367K -$22.2K -2,010 -6%
WS
84
Wedbush Securities
California
$333K -$8.54K -775 -3%
SPIA
85
Steward Partners Investment Advisory
New York
$324K -$62.8K -5,698 -17%
JP Morgan Chase
86
JP Morgan Chase
New York
$324K -$165K -14,944 -34%
Citadel Advisors
87
Citadel Advisors
Florida
$315K +$309K +27,998 New
Squarepoint
88
Squarepoint
New York
$295K +$87.3K +7,923 +43%
IAIM
89
International Assets Investment Management
Florida
$291K +$430 +39 +0.2%
DWM
90
DKM Wealth Management
California
$264K
TWP
91
Tyche Wealth Partners
Texas
$264K +$132K +12,000 +104%
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$260K -$463K -41,977 -64%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$258K -$60.4K -5,483 -19%
SWP
94
Stratos Wealth Partners
Ohio
$251K +$1.47K +133 +0.6%
GIC
95
Generali Investments CEE
Czech Republic
$250K
Truist Financial
96
Truist Financial
North Carolina
$245K +$27.9K +2,528 +13%
BRWA
97
B. Riley Wealth Advisors
Florida
$220K +$8.13K +738 +4%
AWA
98
Arete Wealth Advisors
Illinois
$215K +$19.8K +1,800 +10%
EAM
99
Everstar Asset Management
North Carolina
$210K -$16.5K -1,500 -7%
OBWG
100
Onyx Bridge Wealth Group
New York
$206K +$2.74K +249 +1%