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MidCap Financial Investment
MFIC

168 hedge funds and large institutions have $698M invested in MidCap Financial Investment in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 69 increasing their positions, 42 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more capital invested

Capital invested by funds: $356M → $698M (+$342M)

64% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 42

62% more call options, than puts

Call options by funds: $2.27M | Put options by funds: $1.4M

1.49% more ownership

Funds ownership: 28.1% → 29.58% (+1.5%)

3% less funds holding

Funds holding: 173 → 168 (-5)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

Holders
168
Holders Change
-5
Holders Change %
-2.89%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
69
Reduced
42
Closed
23
Calls
$2.27M
Puts
$1.4M
Net Calls
+$871K
Net Calls Change
-$183K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$7.15M
2
CWA
Cura Wealth Advisors
Illinois
+$6.88M
3
EFG
Ethos Financial Group
Pennsylvania
+$5.4M
4
CastleKeep Investment Advisors
CastleKeep Investment Advisors
Connecticut
+$4.06M
5
Morgan Stanley
Morgan Stanley
New York
+$3.85M

Top Sellers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
-$23.1M
2
AGM
Alpine Global Management
New York
-$2.56M
3
VanEck Associates
VanEck Associates
New York
-$1.83M
4
AMH
Apollo Management Holdings
New York
-$1.07M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$941K
Name Holding Trade Value Shares
Change 		Change in
Stake
BHCM
101
Brevan Howard Capital Management
Jersey
$281K +$297K +21,814 New
ASN
102
Advisory Services Network
Georgia
$270K +$132K +9,724 +86%
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$266K +$21.5K +1,578 +8%
Millennium Management
104
Millennium Management
New York
$264K +$280K +20,561 New
TWP
105
Tyche Wealth Partners
Texas
$251K -$200K -14,728 -43%
ProShare Advisors
106
ProShare Advisors
Maryland
$249K +$17K +1,250 +7%
AC
107
AlphaCore Capital
California
$235K +$249K +18,292 New
OBWG
108
Onyx Bridge Wealth Group
New York
$222K +$3.13K +230 +1%
Squarepoint
109
Squarepoint
New York
$219K +$232K +17,064 New
AWA
110
Arete Wealth Advisors
Illinois
$199K -$41.3K -3,037 -16%
OC
111
Oppenheimer & Co
New York
$199K -$12.8K -944 -6%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$182K +$151K +11,100 +365%
Creative Planning
113
Creative Planning
Kansas
$177K +$10.9K +804 +6%
MWM
114
Melfa Wealth Management
Massachusetts
$176K – – –
AWM
115
Accel Wealth Management
Iowa
$176K +$14.6K +1,074 +9%
OFS
116
Orrstown Financial Services
Pennsylvania
$175K – – –
KAS
117
Kestra Advisory Services
Texas
$173K -$116K -8,543 -39%
SG
118
StoneX Group
New York
$172K -$734 -54 -0.4%
RWA
119
Redmont Wealth Advisors
Illinois
$168K – – –
CAU
120
Caxton Associates (UK)
$166K +$175K +12,886 New
MM
121
MQS Management
New York
$162K +$171K +12,589 New
HWM
122
HB Wealth Management
Georgia
$160K +$26K +1,914 +18%
AFP
123
Ausdal Financial Partners
Iowa
$159K -$8.58K -631 -5%
SFG
124
Sovereign Financial Group
Connecticut
$156K – – –
WJWM
125
Williams Jones Wealth Management
New York
$140K – – –
3 4
5
6 7

MFIC Hedge Fund Activity: Q1 2025 in Review

168 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q1 2025, worth a combined $698M — up 96% from $356M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of MFIC and 20 opened new positions — a net loss of 3 holders — while 42 trimmed existing stakes and 69 added.

The largest buyer was UBS Group, adding an estimated $7.15M. The largest seller was Allspring Global Investments, cutting an estimated $23.1M.

  • 168 institutional investors held MidCap Financial Investment (MFIC) as of Q1 2025, down from 173 in Q4 2024.
  • Funds reported $698M of MidCap Financial Investment stock for Q1 2025, up 96% quarter-over-quarter.
  • 20 funds opened new MidCap Financial Investment positions in Q1 2025 and 23 closed out, a net change of -3 holders.
  • The largest MidCap Financial Investment buyer in Q1 2025 was UBS Group, an estimated $7.15M added.
  • The largest MidCap Financial Investment seller in Q1 2025 was Allspring Global Investments, an estimated $23.1M sold.

Based on aggregated 13F filings for Q1 2025.