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MidCap Financial Investment

174 hedge funds and large institutions have $350M invested in MidCap Financial Investment in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
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

Top Sellers

1 -$3.66M
2 -$3.1M
3 -$2.34M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$2.13M
5
AF
Advisornet Financial
Minnesota
-$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$203K
Marshall Wace
102
Marshall Wace
United Kingdom
$201K
OC
103
Oppenheimer & Co
New York
$193K
OIA
104
OneDigital Investment Advisors
Kansas
$187K
SWP
105
Stratos Wealth Partners
Ohio
$187K
AWA
106
Arete Wealth Advisors
Illinois
$187K
D.E. Shaw & Co
107
D.E. Shaw & Co
New York
$180K
EFS
108
Essex Financial Services
Connecticut
$176K
P
109
&Partners
Tennessee
$175K
FRM
110
Fox Run Management
Connecticut
$170K
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$170K
AF
112
Advisornet Financial
Minnesota
$168K
MWM
113
Melfa Wealth Management
Massachusetts
$164K
OFS
114
Orrstown Financial Services
Pennsylvania
$164K
FFA
115
Founders Financial Alliance
North Carolina
$163K
HWM
116
HB Wealth Management
Georgia
$159K
RWA
117
Redmont Wealth Advisors
Illinois
$157K
AC
118
AlphaCore Capital
California
$143K
EIP
119
Easterly Investment Partners
Massachusetts
$138K
SFG
120
Sovereign Financial Group
Connecticut
$134K
PC
121
Permanens Capital
New York
$132K
AWM
122
Accel Wealth Management
Iowa
$132K
WJWM
123
Williams Jones Wealth Management
New York
$131K
AUB
124
Atlantic Union Bankshares
Virginia
$126K
GC
125
Guggenheim Capital
Illinois
$124K