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MidCap Financial Investment

176 hedge funds and large institutions have $358M invested in MidCap Financial Investment in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 55 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 55

0.53% more ownership

Funds ownership: 33.98%34.51% (+0.53%)

1% less capital invested

Capital invested by funds: $363M → $358M (-$4.95M)

9% less funds holding

Funds holding: 193176 (-17)

32% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 37

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

49% less call options, than puts

Call options by funds: $2.17M | Put options by funds: $4.26M

Holders
176
Holders Change
-17
Holders Change %
-8.81%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
25
Increased
57
Reduced
55
Closed
37
Calls
$2.17M
Puts
$4.26M
Net Calls
-$2.09M
Net Calls Change
+$936K
Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
101
ProShare Advisors
Maryland
$206K -$2.36K -214 -1%
P
102
&Partners
Tennessee
$199K +$11.2K +1,013 +6%
KAS
103
Kestra Advisory Services
Texas
$192K +$83.7K +7,598 +80%
AP
104
Americana Partners
Texas
$191K
PWAM
105
Papamarkou Wellner Asset Management
New York
$190K
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$178K -$187K -16,971 -52%
ASN
107
Advisory Services Network
Georgia
$175K +$22.3K +2,021 +15%
ACM
108
Anfield Capital Management
California
$174K +$15.8K +1,434 +10%
NC
109
nVerses Capital
Florida
$172K +$169K +15,337 New
IMC Chicago
110
IMC Chicago
Illinois
$162K +$159K +14,424 New
ET
111
Entropy Technologies
New York
$160K +$157K +14,235 New
EF
112
Empowered Funds
Pennsylvania
$158K +$155K +14,045 New
HWM
113
HB Wealth Management
Georgia
$158K +$3.8K +345 +3%
MWM
114
Melfa Wealth Management
Massachusetts
$154K
HT
115
Headlands Technologies
Illinois
$144K +$141K +12,824 New
FFA
116
Founders Financial Alliance
North Carolina
$143K +$8.5K +771 +6%
OIA
117
OneDigital Investment Advisors
Kansas
$134K
FAFN
118
First Affirmative Financial Network
Colorado
$133K +$130K +11,812 New
WIA
119
World Investment Advisors
California
$130K -$17.1K -1,548 -12%
SFG
120
Sovereign Financial Group
Connecticut
$125K
OC
121
Oppenheimer & Co
New York
$125K +$3.85K +349 +3%
DI
122
Decision Investments
California
$124K +$6.61K +600 +6%
PC
123
Permanens Capital
New York
$124K
WJWM
124
Williams Jones Wealth Management
New York
$123K
MAG
125
MRA Advisory Group
New Jersey
$122K +$3.2K +290 +3%