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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
CAM
151
Chesapeake Asset Management
New York
$21.9K +$21.5K +1,950 New
Rockefeller Capital Management
152
Rockefeller Capital Management
New York
$17.1K -$43.6K -3,959 -72%
IA
153
IFP Advisors
Florida
$17K
CA
154
CoreCap Advisors
Michigan
$16.5K
S
155
SignatureFD
Georgia
$15K -$23.3K -2,115 -61%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$14.6K +$1.2K +109 +9%
PWPS
157
Pinnacle Wealth Planning Services
Ohio
$14.1K
AIM
158
Anchor Investment Management
South Carolina
$12.9K
Nomura Asset Management
159
Nomura Asset Management
Japan
$12.8K
HHCP
160
Hilton Head Capital Partners
South Carolina
$10.3K
PA
161
Parallel Advisors
California
$10.2K -$41.5K -3,764 -81%
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 -$19K -1,724 -71%
APW
165
Aventura Private Wealth
Florida
$7.15K +$187 +17 +3%
US Bancorp
166
US Bancorp
Minnesota
$7.04K -$225K -20,400 -97%
FFA
167
Farther Finance Advisors
California
$6.67K -$298 -27 -4%
AssetMark Inc
168
AssetMark Inc
California
$5.62K
TCM
169
Triumph Capital Management
Colorado
$4.05K
CVM
170
Cheviot Value Management
California
$3.74K
CCWM
171
Cassaday & Co Wealth Management
Virginia
$3.74K +$3.67K +333 New
CFO
172
CVA Family Office
Colorado
$3.74K +$3.67K +333 New
NS
173
NBC Securities
Alabama
$3.37K
NEWAS
174
N.E.W. Advisory Services
Wisconsin
$2.42K +$1.83K +166 +332%
KFI
175
Key Financial Inc
Pennsylvania
$1.69K