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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 26 funds opening new positions, 57 increasing their positions, 54 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

32% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 38

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
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
$2.17M
Puts
$4.26M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
126
Evergreen Capital Management
Washington
$121K
AC
127
AlphaCore Capital
California
$120K
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$119K
SFS
129
Sowell Financial Services
Arkansas
$119K
AUB
130
Atlantic Union Bankshares
Virginia
$118K
GC
131
Guggenheim Capital
Illinois
$116K
BPCE
132
Bank Pictet & Cie (Europe)
Germany
$113K
LP
133
LB Partners
Virginia
$112K
PFBT
134
Parkside Financial Bank & Trust
Missouri
$89.5K
WCMNY
135
Westchester Capital Management (New York)
New York
$86.6K
HI
136
Harbour Investments
Wisconsin
$81.6K
AF
137
Advisornet Financial
Minnesota
$73.1K
FC
138
Financial Consulate
Maryland
$45.8K
AIM
139
Access Investment Management
Georgia
$45K
SOADOR
140
State of Alaska Department of Revenue
Alaska
$43K
Jones Financial Companies
141
Jones Financial Companies
Missouri
$41.1K
PWA
142
Physician Wealth Advisors
Utah
$39.3K
AF
143
Allworth Financial
California
$38.8K
AIS
144
Advocate Investing Services
Maryland
$35.2K
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$34.2K
SIS
146
Sound Income Strategies
Florida
$33.6K
TRCT
147
Tower Research Capital (TRC)
New York
$27.2K
GCP
148
Gill Capital Partners
Colorado
$27K
AWM
149
Activest Wealth Management
Florida
$25.5K
CAM
150
Chesapeake Asset Management
New York
$21.9K