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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

133% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more funds holding

Funds holding: 174193 (+19)

2.66% more ownership

Funds ownership: 31.31%33.98% (+2.7%)

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
+19
Holders Change %
+10.92%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
35
Increased
58
Reduced
67
Closed
15
Calls
$1.17M
Puts
$4.2M
Net Calls
-$3.03M
Net Calls Change
-$3.93M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
151
Access Investment Management
Georgia
$48K
FC
152
Financial Consulate
Maryland
$45.4K +$1.51K +127 +3%
Jones Financial Companies
153
Jones Financial Companies
Missouri
$44.4K +$9.14K +770 +25%
SOADOR
154
State of Alaska Department of Revenue
Alaska
$44K
CIBC Private Wealth Group
155
CIBC Private Wealth Group
Georgia
$42K
PWA
156
Physician Wealth Advisors
Utah
$40K
S
157
SignatureFD
Georgia
$39.4K +$712 +60 +2%
AF
158
Allworth Financial
California
$38.4K +$1.58K +133 +4%
AIS
159
Advocate Investing Services
Maryland
$35.8K +$37.2K +3,133 New
SIS
160
Sound Income Strategies
Florida
$34.6K +$22.2K +1,871 +167%
AAP
161
Arax Advisory Partners
Colorado
$27.7K
AWM
162
Activest Wealth Management
Florida
$25.9K
CIA
163
Cape Investment Advisory
Georgia
$20.4K +$21.2K +1,784 New
IA
164
IFP Advisors
Florida
$17.3K +$12 +1 +0.1%
FCMT
165
Founders Capital Management (Texas)
Texas
$17.2K
CA
166
CoreCap Advisors
Michigan
$16.8K +$3.95K +333 +29%
PWPS
167
Pinnacle Wealth Planning Services
Ohio
$14.3K +$14.9K +1,253 New
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$14K +$1.98K +167 +16%
AIM
169
Anchor Investment Management
South Carolina
$13.1K -$17K -1,432 -56%
Nomura Asset Management
170
Nomura Asset Management
Japan
$13K -$72.1K -6,080 -84%
GWSG
171
GPS Wealth Strategies Group
Colorado
$12.7K +$415 +35 +3%
HHCP
172
Hilton Head Capital Partners
South Carolina
$10.5K +$10.9K +919 New
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$10.3K +$3.95K +333 +59%
DRP
174
Decker Retirement Planning
Utah
$10K +$10.4K +875 New
NI
175
NCP Inc
California
$9.42K +$9.77K +823 New