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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 25 funds opening new positions, 57 increasing their positions, 55 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 55

0.53% more ownership

Funds ownership: 33.98%34.51% (+0.53%)

1% less capital invested

Capital invested by funds: $363M → $358M (-$4.95M)

9% less funds holding

Funds holding: 193176 (-17)

32% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 37

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
-17
Holders Change %
-8.81%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
25
Increased
57
Reduced
55
Closed
37
Calls
$2.17M
Puts
$4.26M
Net Calls
-$2.09M
Net Calls Change
+$936K
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
126
Evergreen Capital Management
Washington
$121K +$119K +10,792 New
AC
127
AlphaCore Capital
California
$120K -$25.1K -2,281 -18%
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$119K +$117K +10,587 New
SFS
129
Sowell Financial Services
Arkansas
$119K -$13.7K -1,244 -11%
AUB
130
Atlantic Union Bankshares
Virginia
$118K
GC
131
Guggenheim Capital
Illinois
$116K -$485 -44 -0.4%
BPCE
132
Bank Pictet & Cie (Europe)
Germany
$113K +$111K +10,045 New
LP
133
LB Partners
Virginia
$112K +$110K +10,000 New
PFBT
134
Parkside Financial Bank & Trust
Missouri
$89.5K +$2.36K +214 +3%
WCMNY
135
Westchester Capital Management (New York)
New York
$86.6K
HI
136
Harbour Investments
Wisconsin
$81.6K +$9.35K +848 +13%
AF
137
Advisornet Financial
Minnesota
$73.1K -$62.9K -5,706 -47%
FC
138
Financial Consulate
Maryland
$45.8K +$1.21K +110 +3%
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 -$871 -79 -2%
PWA
142
Physician Wealth Advisors
Utah
$39.3K
AF
143
Allworth Financial
California
$38.8K +$1.1K +100 +3%
AIS
144
Advocate Investing Services
Maryland
$35.2K
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$34.2K -$122K -11,100 -78%
SIS
146
Sound Income Strategies
Florida
$33.6K
NA
147
NewEdge Advisors
Louisiana
$27.6K -$237K -21,472 -90%
TRCT
148
Tower Research Capital (TRC)
New York
$27.2K -$52.2K -4,740 -66%
GCP
149
Gill Capital Partners
Colorado
$27K +$26.5K +2,400 New
AWM
150
Activest Wealth Management
Florida
$25.5K