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MidCap Financial Investment
MFIC

Overview Fund Activity

166 hedge funds and large institutions have $697M invested in MidCap Financial Investment in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 42 reducing their positions, and 22 closing their positions.

Holders
166
Holders Change
-3
Holders Change %
-1.78%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
21
Increased
67
Reduced
42
Closed
22
Calls
$2.27M
Puts
$1.4M
Net Calls
+$871K
Net Calls Change
-$183K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$16.2M
2
CWA
2
Cura Wealth Advisors
Illinois
$8.34M
3
EFG
3
Ethos Financial Group
Pennsylvania
$5.36M
4
CastleKeep Investment Advisors
4
CastleKeep Investment Advisors
Connecticut
$5M
5
Morgan Stanley
5
Morgan Stanley
New York
$23.4M

Top Sellers

1
WA
1
Whipplewood Advisors
Colorado
$955K
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$3.58M
3
AGM
3
Alpine Global Management
New York
$0
4
VanEck Associates
4
VanEck Associates
New York
$28.8M
5
AMH
5
Apollo Management Holdings
New York
$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
101
Advisory Services Network
Georgia
$270K +$125K +9,724 +86%
Cambridge Investment Research Advisors
102
Cambridge Investment Research Advisors
Iowa
$266K +$20.3K +1,578 +8%
Millennium Management
103
Millennium Management
New York
$264K +$264K +20,561 New
TWP
104
Tyche Wealth Partners
Texas
$251K -$189K -14,728 -43%
ProShare Advisors
105
ProShare Advisors
Maryland
$249K +$16.1K +1,250 +7%
AC
106
AlphaCore Capital
California
$235K +$235K +18,292 New
OBWG
107
Onyx Bridge Wealth Group
New York
$222K +$2.96K +230 +1%
Squarepoint
108
Squarepoint
New York
$219K +$219K +17,064 New
AWA
109
Arete Wealth Advisors
Illinois
$199K -$39.1K -3,037 -16%
OC
110
Oppenheimer & Co
New York
$199K -$12.1K -944 -6%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$182K +$143K +11,100 +365%
Creative Planning
112
Creative Planning
Kansas
$177K +$10.3K +804 +6%
MWM
113
Melfa Wealth Management
Massachusetts
$176K – – –
AWM
114
Accel Wealth Management
Iowa
$176K +$13.8K +1,074 +9%
OFS
115
Orrstown Financial Services
Pennsylvania
$175K – – –
KAS
116
Kestra Advisory Services
Texas
$173K -$110K -8,543 -39%
SG
117
StoneX Group
New York
$172K -$694 -54 -0.4%
RWA
118
Redmont Wealth Advisors
Illinois
$168K – – –
CAU
119
Caxton Associates (UK)
$166K +$166K +12,886 New
MM
120
MQS Management
New York
$162K +$162K +12,589 New
HWM
121
HB Wealth Management
Georgia
$160K +$24.6K +1,914 +18%
AFP
122
Ausdal Financial Partners
Iowa
$159K -$8.12K -631 -5%
SFG
123
Sovereign Financial Group
Connecticut
$156K – – –
WJWM
124
Williams Jones Wealth Management
New York
$140K – – –
PAG
125
Private Advisor Group
New Jersey
$140K – – –
3 4
5
6 7