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MidCap Financial Investment

169 hedge funds and large institutions have $365M invested in MidCap Financial Investment in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 38

90% more call options, than puts

Call options by funds: $2.23M | Put options by funds: $1.17M

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1.39% more ownership

Funds ownership: 29.58%30.97% (+1.4%)

1% more funds holding

Funds holding: 168169 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

48% less capital invested

Capital invested by funds: $698M → $365M (-$333M)

Holders
169
Holders Change
+1
Holders Change %
+0.6%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
75
Reduced
38
Closed
17
Calls
$2.23M
Puts
$1.17M
Net Calls
+$1.05M
Net Calls Change
+$184K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
151
CoreCap Advisors
Michigan
$14.3K
GWSG
152
GPS Wealth Strategies Group
Colorado
$13.6K
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$13K +$12.9K +1,050 New
Acadian Asset Management
154
Acadian Asset Management
Massachusetts
$9K -$2.77K -226 -23%
Group One Trading
155
Group One Trading
Illinois
$8.82K +$8.57K +699 New
AAP
156
Arax Advisory Partners
Colorado
$8.33K +$8.1K +660 New
FFA
157
Farther Finance Advisors
California
$7.37K -$19.9K -1,625 -74%
APW
158
Aventura Private Wealth
Florida
$7.33K +$209 +17 +3%
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$7.11K -$2.39K -195 -26%
AssetMark Inc
160
AssetMark Inc
California
$6.31K +$6.13K +500 New
HFS
161
Hantz Financial Services
Michigan
$6K
TCOV
162
Trust Company of Vermont
Vermont
$5.88K +$5.72K +466 New
GRP
163
Global Retirement Partners
California
$5.62K +$5.46K +445 New
CVM
164
Cheviot Value Management
California
$4.19K
NFSG
165
Newbridge Financial Services Group
Florida
$3.48K +$3.38K +276 New
NS
166
NBC Securities
Alabama
$3K
KFI
167
Key Financial Inc
Pennsylvania
$1.89K
NEWAS
168
N.E.W. Advisory Services
Wisconsin
$606
SWIM
169
Smallwood Wealth Investment Management
New Jersey
$17 -$184 -15 -94%
FFA
170
Frazier Financial Advisors
Ohio
$7
Allspring Global Investments
171
Allspring Global Investments
North Carolina
-$3.58M -278,489 Closed
1832 Asset Management
172
1832 Asset Management
Ontario, Canada
-$2.96M -230,000 Closed
CC
173
CF Capital
Massachusetts
-$2.27M -190,000 Closed
Qube Research & Technologies (QRT)
174
Qube Research & Technologies (QRT)
United Kingdom
-$1.22M -95,058 Closed
Susquehanna International Group
175
Susquehanna International Group
Pennsylvania
-$450K -36,655 Closed

MFIC Hedge Fund Activity: Q2 2025 in Review

169 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q2 2025, worth a combined $365M — down 48% from $698M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MFIC positions and 17 closed out — a net gain of 3 holders — while 75 added to existing stakes and 38 trimmed.

The largest buyer was Next Capital Management, adding an estimated $6.82M. The largest seller was Allspring Global Investments, exiting entirely with an estimated $3.58M sold.

  • 169 institutional investors held MidCap Financial Investment (MFIC) as of Q2 2025, up from 168 in Q1 2025.
  • Funds reported $365M of MidCap Financial Investment stock for Q2 2025, down 48% quarter-over-quarter.
  • 20 funds opened new MidCap Financial Investment positions in Q2 2025 and 17 closed out, a net change of +3 holders.
  • The largest MidCap Financial Investment buyer in Q2 2025 was Next Capital Management, an estimated $6.82M added.
  • The largest MidCap Financial Investment seller in Q2 2025 was Allspring Global Investments, an estimated $3.58M sold.

Based on aggregated 13F filings for Q2 2025.