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

Top Sellers

1
WA
1
Whipplewood Advisors
Colorado
$955K
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$3.58M
3
AGM
3
Alpine Global Management
New York
$0
4
VanEck Associates
4
VanEck Associates
New York
$28.8M
5
AMH
5
Apollo Management Holdings
New York
$30.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
151
Transce3nd
Texas
$18.9K – – –
CA
152
CoreCap Advisors
Michigan
$14.6K -$167K -13,013 -92%
GWSG
153
GPS Wealth Strategies Group
Colorado
$13.9K – – –
NI
154
NCP Inc
California
$13.4K +$373 +29 +3%
Acadian Asset Management
155
Acadian Asset Management
Massachusetts
$12K – – –
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$9.75K +$502 +39 +5%
HFS
157
Hantz Financial Services
Michigan
$6K – – –
ADL
158
Asset Dedication LLC
California
$4.06K – – –
CVM
159
Cheviot Value Management
California
$3.97K +$3.97K +333 New
NS
160
NBC Securities
Alabama
$3K +$3K +300 New
KFI
161
Key Financial Inc
Pennsylvania
$1.93K – – –
GI
162
GAMMA Investing
California
$746 – – –
NEWAS
163
N.E.W. Advisory Services
Wisconsin
$617 +$617 +48 New
TRCT
164
Tower Research Capital (TRC)
New York
$592 -$26K -2,021 -98%
LC
165
Lindbrook Capital
California
$489 – – –
SWIM
166
Smallwood Wealth Investment Management
New Jersey
$216 +$216 +16 New
FFA
167
Frazier Financial Advisors
Ohio
$7 -$7 – –
AGM
168
Alpine Global Management
New York
– -$2.56M -189,643 Closed
VEA
169
Virtus ETF Advisers
New York
– -$841K -62,311 Closed
Jane Street
170
Jane Street
New York
– -$776K -57,520 Closed
SEI Investments
171
SEI Investments
Pennsylvania
– -$662K -49,089 Closed
ACM
172
Aquatic Capital Management
Illinois
– -$395K -29,304 Closed
Northern Trust
173
Northern Trust
Illinois
– -$341K -25,283 Closed
VF
174
Virtu Financial
New York
– -$228K -16,888 Closed
CIBC World Market
175
CIBC World Market
Ontario, Canada
– -$177K -13,100 Closed
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