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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
1
Next Capital Management
New York
$9.15M
2
UBS Group
2
UBS Group
Switzerland
$21M
3
Millennium Management
3
Millennium Management
New York
$3.12M
4
MC
4
Muzinich & Co
New York
$5.07M
5
VanEck Associates
5
VanEck Associates
New York
$30.2M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$0
2
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$0
3
Bank of America
3
Bank of America
North Carolina
$2.45M
4
CC
4
CF Capital
Massachusetts
$0
5
AAM
5
Advisors Asset Management
Colorado
$4.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
ProShare Advisors
101
ProShare Advisors
Maryland
$234K -$10.7K -845 -4%
QT
102
Quantbot Technologies
New York
$230K +$230K +18,246 New
OBWG
103
Onyx Bridge Wealth Group
New York
$221K +$3.14K +249 +1%
AWA
104
Arete Wealth Advisors
Illinois
$201K +$6.31K +500 +3%
OC
105
Oppenheimer & Co
New York
$199K +$3.79K +300 +2%
Jane Street
106
Jane Street
New York
$191K +$191K +15,105 New
Creative Planning
107
Creative Planning
Kansas
$183K +$9.76K +773 +6%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$178K – – –
SG
109
StoneX Group
New York
$176K +$7.46K +591 +4%
TI
110
Trexquant Investment
Connecticut
$174K +$174K +13,777 New
AWM
111
Accel Wealth Management
Iowa
$173K +$1.01K +80 +0.6%
MWM
112
Melfa Wealth Management
Massachusetts
$173K – – –
OFS
113
Orrstown Financial Services
Pennsylvania
$172K – – –
CAU
114
Caxton Associates (UK)
$163K – – –
HWM
115
HB Wealth Management
Georgia
$162K +$4.71K +373 +3%
SFG
116
Sovereign Financial Group
Connecticut
$153K – – –
APW
117
Axim Planning & Wealth
Ohio
$149K +$149K +11,780 New
AC
118
AlphaCore Capital
California
$145K -$85.4K -6,763 -37%
Cambridge Investment Research Advisors
119
Cambridge Investment Research Advisors
Iowa
$143K -$117K -9,309 -45%
AFP
120
Ausdal Financial Partners
Iowa
$139K -$17.1K -1,352 -11%
WJWM
121
Williams Jones Wealth Management
New York
$138K – – –
EFS
122
Essex Financial Services
Connecticut
$134K +$240 +19 +0.2%
TSS
123
Two Sigma Securities
New York
$133K +$133K +10,561 New
GC
124
Guggenheim Capital
Illinois
$132K -$1.53K -121 -1%
PMG
125
Private Management Group
California
$130K +$130K +10,317 New
3 4
5
6 7