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MidCap Financial Investment
MFIC

Overview Fund Activity

166 hedge funds and large institutions have $697M invested in MidCap Financial Investment in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 42 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
-3
Holders Change %
-1.78%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
21
Increased
67
Reduced
42
Closed
22
Calls
$2.27M
Puts
$1.4M
Net Calls
+$871K
Net Calls Change
-$183K

Top Buyers

1
UBS Group
UBS Group
Switzerland
$16.2M
2
CWA
Cura Wealth Advisors
Illinois
$8.34M
3
EFG
Ethos Financial Group
Pennsylvania
$5.36M
4
CastleKeep Investment Advisors
CastleKeep Investment Advisors
Connecticut
$5M
5
Morgan Stanley
Morgan Stanley
New York
$23.4M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
$955K
2
Allspring Global Investments
Allspring Global Investments
North Carolina
$3.58M
3
AGM
Alpine Global Management
New York
$0
4
VanEck Associates
VanEck Associates
New York
$28.8M
5
AMH
Apollo Management Holdings
New York
$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
126
Essex Financial Services
Connecticut
$136K +$5.67K +441 +4%
GC
127
Guggenheim Capital
Illinois
$136K +$136K +10,564 New
PA
128
Parallel Advisors
California
$107K -$6.76K -526 -6%
ACM
129
Anfield Capital Management
California
$107K +$31.8K +2,473 +42%
WCMNY
130
Westchester Capital Management (New York)
New York
$99K – – –
BNP Paribas Financial Markets
131
BNP Paribas Financial Markets
France
$96.5K -$32.2K -2,502 -25%
PFBT
132
Parkside Financial Bank & Trust
Missouri
$90.8K +$2.55K +198 +3%
HI
133
Harbour Investments
Wisconsin
$82.4K – – –
SNB
134
Security National Bank
Nebraska
$73.3K +$1.87K +145 +3%
Citigroup
135
Citigroup
New York
$73K +$6.24K +485 +9%
Nomura Asset Management
136
Nomura Asset Management
Japan
$71.5K -$15K -1,169 -17%
PC
137
Promus Capital
Illinois
$68.2K +$68.2K +5,300 New
Jones Financial Companies
138
Jones Financial Companies
Missouri
$68K +$10.1K +775 +17%
Bessemer Group
139
Bessemer Group
New Jersey
$42K – – –
CIBC Private Wealth Group
140
CIBC Private Wealth Group
Georgia
$38.5K – – –
AIM
141
Anchor Investment Management
South Carolina
$33.1K – – –
AF
142
Allworth Financial
California
$30.6K – – –
AWM
143
Activest Wealth Management
Florida
$29.1K – – –
FFA
144
Farther Finance Advisors
California
$28.4K +$6.13K +477 +28%
RA
145
Ransom Advisory
Rhode Island
$27.6K +$27.6K +2,148 New
WPA
146
Wealth Preservation Advisors
Tennessee
$25.5K +$25.5K +1,983 New
S
147
SignatureFD
Georgia
$23.1K -$11.5K -891 -33%
CIA
148
Cape Investment Advisory
Georgia
$22.9K – – –
IA
149
IFP Advisors
Florida
$19.3K – – –
FCMT
150
Founders Capital Management (Texas)
Texas
$19.3K – – –
4 5
6
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