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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
FGAM
176
Financial Gravity Asset Management
Texas
$8.58K -$2.97K -250 -25%
HFS
177
Hantz Financial Services
Michigan
$8K +$2.63K +222 +44%
FFA
178
Farther Finance Advisors
California
$7.09K +$427 +36 +6%
APW
179
Aventura Private Wealth
Florida
$7.08K +$237 +20 +3%
AssetMark Inc
180
AssetMark Inc
California
$5.72K
GAFA
181
Garton & Associates Financial Advisors
Kentucky
$5.49K +$5.7K +480 New
GRP
182
Global Retirement Partners
California
$5.09K
TCM
183
Triumph Capital Management
Colorado
$4.12K +$4.27K +360 New
CVM
184
Cheviot Value Management
California
$3.71K
NS
185
NBC Securities
Alabama
$3.43K
NFSG
186
Newbridge Financial Services Group
Florida
$3.16K
KFI
187
Key Financial Inc
Pennsylvania
$1.72K
Group One Trading
188
Group One Trading
Illinois
$1.13K -$21.4K -1,800 -95%
NEWAS
189
N.E.W. Advisory Services
Wisconsin
$567 +$24 +2 +4%
WA
190
Whipplewood Advisors
Colorado
$446 -$498K -42,003 -100%
CIAM
191
Caitong International Asset Management
Hong Kong
$34 +$36 +3 New
SWIM
192
Smallwood Wealth Investment Management
New Jersey
$16
FFA
193
Frazier Financial Advisors
Ohio
$7
Millennium Management
194
Millennium Management
New York
-$1.47M -122,591 Closed
Kovitz Investment Group Partners
195
Kovitz Investment Group Partners
Illinois
-$1.22M -101,666 Closed
CAGAS
196
Capital Advisory Group Advisory Services
Minnesota
-$404K -33,674 Closed
T. Rowe Price Associates
197
T. Rowe Price Associates
Maryland
-$364K -30,303 Closed
WLPWM
198
Walled Lake Planning & Wealth Management
Illinois
-$267K -22,271 Closed
EFS
199
Essex Financial Services
Connecticut
-$176K -14,640 Closed
FRM
200
Fox Run Management
Connecticut
-$170K -14,175 Closed