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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

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
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.17M
Puts
$4.2M
Net Calls
Net Calls Change

Top Buyers

1 +$12M
2 +$4.92M
3 +$4.76M
4
Raymond James Financial
Raymond James Financial
Florida
+$4.45M
5
UBS Group
UBS Group
Switzerland
+$3.83M

Top Sellers

1 -$5.22M
2 -$3.86M
3 -$2.89M
4
Wells Fargo
Wells Fargo
California
-$2.83M
5
VanEck Associates
VanEck Associates
New York
-$2.26M
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
US Bancorp
104
US Bancorp
Minnesota
$241K
EAM
105
Everstar Asset Management
North Carolina
$231K
BRWA
106
B. Riley Wealth Advisors
Florida
$221K
Truist Financial
107
Truist Financial
North Carolina
$220K
ProShare Advisors
108
ProShare Advisors
Maryland
$212K
Squarepoint
109
Squarepoint
New York
$210K
DTL
110
Dynamic Technology Lab
Singapore
$208K
OBWG
111
Onyx Bridge Wealth Group
New York
$207K
AWA
112
Arete Wealth Advisors
Illinois
$198K
STA
113
Shade Tree Advisors
New York
$196K
AP
114
Americana Partners
Texas
$194K
PWAM
115
Papamarkou Wellner Asset Management
New York
$194K
Goldman Sachs
116
Goldman Sachs
New York
$192K
P
117
&Partners
Tennessee
$175K
Creative Planning
118
Creative Planning
Kansas
$162K
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$162K
ACM
120
Anfield Capital Management
California
$161K
MWM
121
Melfa Wealth Management
Massachusetts
$157K
HWM
122
HB Wealth Management
Georgia
$156K
OFS
123
Orrstown Financial Services
Pennsylvania
$156K
ASN
124
Advisory Services Network
Georgia
$155K
WIA
125
World Investment Advisors
California
$150K