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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
AC
126
AlphaCore Capital
California
$148K +$12.2K +1,025 +9%
AF
127
Advisornet Financial
Minnesota
$140K -$21.8K -1,838 -13%
EIP
128
Easterly Investment Partners
Massachusetts
$139K +$7.97K +672 +6%
FFA
129
Founders Financial Alliance
North Carolina
$137K -$19K -1,600 -12%
OIA
130
OneDigital Investment Advisors
Kansas
$137K -$43.7K -3,679 -24%
SFS
131
Sowell Financial Services
Arkansas
$135K +$140K +11,808 New
TWP
132
Tyche Wealth Partners
Texas
$132K -$142K -12,000 -51%
SFG
133
Sovereign Financial Group
Connecticut
$127K -$1.19K -100 -0.9%
PC
134
Permanens Capital
New York
$126K
WJWM
135
Williams Jones Wealth Management
New York
$125K
Cambridge Investment Research Advisors
136
Cambridge Investment Research Advisors
Iowa
$124K +$128K +10,825 New
OC
137
Oppenheimer & Co
New York
$123K -$63.3K -5,333 -33%
MAG
138
MRA Advisory Group
New Jersey
$121K +$4K +337 +3%
AUB
139
Atlantic Union Bankshares
Virginia
$120K
DI
140
Decision Investments
California
$119K +$124K +10,430 New
GC
141
Guggenheim Capital
Illinois
$119K -$12 -1 -0%
KWM
142
Kingsview Wealth Management
Oregon
$115K +$119K +10,049 New
KAS
143
Kestra Advisory Services
Texas
$109K +$113K +9,490 New
PFBT
144
Parkside Financial Bank & Trust
Missouri
$88.7K +$2.94K +248 +3%
WCMNY
145
Westchester Capital Management (New York)
New York
$88.1K
TRCT
146
Tower Research Capital (TRC)
New York
$81.9K +$16.6K +1,403 +24%
HI
147
Harbour Investments
Wisconsin
$73.3K -$4.43K -373 -5%
RWA
148
Redmont Wealth Advisors
Illinois
$63.8K -$88.8K -7,480 -57%
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$62.7K -$881K -74,240 -93%
PA
150
Parallel Advisors
California
$53.4K -$33.8K -2,848 -38%