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MidCap Financial Investment

193 hedge funds and large institutions have $363M invested in MidCap Financial Investment in 2025 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 58 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more funds holding

Funds holding: 174193 (+19)

2.66% more ownership

Funds ownership: 31.31%33.98% (+2.7%)

3% more capital invested

Capital invested by funds: $350M → $363M (+$12.2M)

13% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 67

72% less call options, than puts

Call options by funds: $1.17M | Put options by funds: $4.2M

Holders
193
Holders Change
+19
Holders Change %
+10.92%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
35
Increased
58
Reduced
67
Closed
15
Calls
$1.17M
Puts
$4.2M
Net Calls
-$3.03M
Net Calls Change
-$3.93M
Name Holding Trade Value Shares
Change
Change in
Stake
CAU
101
Caxton Associates (UK)
$257K
GIC
102
Generali Investments CEE
Czech Republic
$255K
SWP
103
Stratos Wealth Partners
Ohio
$254K +$78.3K +6,600 +42%
US Bancorp
104
US Bancorp
Minnesota
$241K
EAM
105
Everstar Asset Management
North Carolina
$231K -$8.31K -700 -3%
BRWA
106
B. Riley Wealth Advisors
Florida
$221K +$2.38K +201 +1%
Truist Financial
107
Truist Financial
North Carolina
$220K -$85.4K -7,200 -27%
ProShare Advisors
108
ProShare Advisors
Maryland
$212K -$12.9K -1,091 -6%
Squarepoint
109
Squarepoint
New York
$210K +$217K +18,322 New
DTL
110
Dynamic Technology Lab
Singapore
$208K +$215K +18,153 New
OBWG
111
Onyx Bridge Wealth Group
New York
$207K +$3.43K +289 +2%
AWA
112
Arete Wealth Advisors
Illinois
$198K +$20.2K +1,700 +11%
STA
113
Shade Tree Advisors
New York
$196K +$203K +17,099 New
AP
114
Americana Partners
Texas
$194K +$201K +16,952 New
PWAM
115
Papamarkou Wellner Asset Management
New York
$194K +$201K +16,941 New
Goldman Sachs
116
Goldman Sachs
New York
$192K -$59.1K -4,977 -23%
P
117
&Partners
Tennessee
$175K +$24.1K +2,031 +14%
Creative Planning
118
Creative Planning
Kansas
$162K -$32.8K -2,763 -16%
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$162K
ACM
120
Anfield Capital Management
California
$161K +$62.4K +5,261 +60%
MWM
121
Melfa Wealth Management
Massachusetts
$157K
HWM
122
HB Wealth Management
Georgia
$156K +$5.17K +436 +3%
OFS
123
Orrstown Financial Services
Pennsylvania
$156K
ASN
124
Advisory Services Network
Georgia
$155K -$118K -9,976 -42%
WIA
125
World Investment Advisors
California
$150K +$155K +13,075 New