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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
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$17.1K
IA
152
IFP Advisors
Florida
$17K
CA
153
CoreCap Advisors
Michigan
$16.5K
S
154
SignatureFD
Georgia
$15K
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$14.6K
PWPS
156
Pinnacle Wealth Planning Services
Ohio
$14.1K
AIM
157
Anchor Investment Management
South Carolina
$12.9K
Nomura Asset Management
158
Nomura Asset Management
Japan
$12.8K
WWM
159
Western Wealth Management
Colorado
$11K
HHCP
160
Hilton Head Capital Partners
South Carolina
$10.3K
PA
161
Parallel Advisors
California
$10.2K
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$10.1K
FGAM
163
Financial Gravity Asset Management
Texas
$8.43K
AAP
164
Arax Advisory Partners
Colorado
$7.87K
APW
165
Aventura Private Wealth
Florida
$7.15K
US Bancorp
166
US Bancorp
Minnesota
$7.04K
FFA
167
Farther Finance Advisors
California
$6.67K
AssetMark Inc
168
AssetMark Inc
California
$5.62K
TCM
169
Triumph Capital Management
Colorado
$4.05K
CVM
170
Cheviot Value Management
California
$3.74K
CFO
171
CVA Family Office
Colorado
$3.74K
CCWM
172
Cassaday & Co Wealth Management
Virginia
$3.74K
NS
173
NBC Securities
Alabama
$3.37K
NEWAS
174
N.E.W. Advisory Services
Wisconsin
$2.42K
KFI
175
Key Financial Inc
Pennsylvania
$1.69K