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MidCap Financial Investment

171 hedge funds and large institutions have $350M invested in MidCap Financial Investment in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 47 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.2M
Puts
$1.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
101
Marshall Wace
United Kingdom
$201K
OC
102
Oppenheimer & Co
New York
$193K
OIA
103
OneDigital Investment Advisors
Kansas
$187K
SWP
104
Stratos Wealth Partners
Ohio
$187K
AWA
105
Arete Wealth Advisors
Illinois
$187K
D.E. Shaw & Co
106
D.E. Shaw & Co
New York
$180K
EFS
107
Essex Financial Services
Connecticut
$176K
P
108
&Partners
Tennessee
$175K
FRM
109
Fox Run Management
Connecticut
$170K
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$170K
AF
111
Advisornet Financial
Minnesota
$168K
MWM
112
Melfa Wealth Management
Massachusetts
$164K
OFS
113
Orrstown Financial Services
Pennsylvania
$164K
FFA
114
Founders Financial Alliance
North Carolina
$163K
HWM
115
HB Wealth Management
Georgia
$159K
RWA
116
Redmont Wealth Advisors
Illinois
$157K
AC
117
AlphaCore Capital
California
$143K
EIP
118
Easterly Investment Partners
Massachusetts
$138K
SFG
119
Sovereign Financial Group
Connecticut
$134K
PC
120
Permanens Capital
New York
$132K
AWM
121
Accel Wealth Management
Iowa
$132K
WJWM
122
Williams Jones Wealth Management
New York
$131K
AUB
123
Atlantic Union Bankshares
Virginia
$126K
GC
124
Guggenheim Capital
Illinois
$124K
WANY
125
Wealthspire Advisors (New York)
New York
$124K