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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
AC
126
AlphaCore Capital
California
$148K
AF
127
Advisornet Financial
Minnesota
$140K
EIP
128
Easterly Investment Partners
Massachusetts
$139K
FFA
129
Founders Financial Alliance
North Carolina
$137K
OIA
130
OneDigital Investment Advisors
Kansas
$137K
SFS
131
Sowell Financial Services
Arkansas
$135K
TWP
132
Tyche Wealth Partners
Texas
$132K
SFG
133
Sovereign Financial Group
Connecticut
$127K
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
OC
137
Oppenheimer & Co
New York
$123K
MAG
138
MRA Advisory Group
New Jersey
$121K
AUB
139
Atlantic Union Bankshares
Virginia
$120K
DI
140
Decision Investments
California
$119K
GC
141
Guggenheim Capital
Illinois
$119K
KWM
142
Kingsview Wealth Management
Oregon
$115K
KAS
143
Kestra Advisory Services
Texas
$109K
PFBT
144
Parkside Financial Bank & Trust
Missouri
$88.7K
WCMNY
145
Westchester Capital Management (New York)
New York
$88.1K
TRCT
146
Tower Research Capital (TRC)
New York
$81.9K
HI
147
Harbour Investments
Wisconsin
$73.3K
RWA
148
Redmont Wealth Advisors
Illinois
$63.8K
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$62.7K
PA
150
Parallel Advisors
California
$53.4K