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MidCap Financial Investment

192 hedge funds and large institutions have $363M invested in MidCap Financial Investment in 2025 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 58 increasing their positions, 67 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

3% more capital invested

Capital invested by funds: $350M → $363M (+$12.1M)

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
192
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.17M
Puts
$4.2M
Net Calls
Net Calls Change

Top Buyers

1 +$12M
2 +$4.92M
3 +$4.76M
4
Raymond James Financial
Raymond James Financial
Florida
+$4.45M
5
UBS Group
UBS Group
Switzerland
+$3.83M

Top Sellers

1 -$5.22M
2 -$3.86M
3 -$2.89M
4
Wells Fargo
Wells Fargo
California
-$2.83M
5
VanEck Associates
VanEck Associates
New York
-$2.26M
Name Holding Trade Value Shares
Change
Change in
Stake
FGAM
176
Financial Gravity Asset Management
Texas
$8.58K
HFS
177
Hantz Financial Services
Michigan
$8K
FFA
178
Farther Finance Advisors
California
$7.09K
APW
179
Aventura Private Wealth
Florida
$7.08K
AssetMark Inc
180
AssetMark Inc
California
$5.72K
GAFA
181
Garton & Associates Financial Advisors
Kentucky
$5.49K
GRP
182
Global Retirement Partners
California
$5.09K
TCM
183
Triumph Capital Management
Colorado
$4.12K
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
NEWAS
189
N.E.W. Advisory Services
Wisconsin
$567
WA
190
Whipplewood Advisors
Colorado
$446
SWIM
191
Smallwood Wealth Investment Management
New Jersey
$16
FFA
192
Frazier Financial Advisors
Ohio
$7
Millennium Management
193
Millennium Management
New York
Kovitz Investment Group Partners
194
Kovitz Investment Group Partners
Illinois
CAGAS
195
Capital Advisory Group Advisory Services
Minnesota
T. Rowe Price Associates
196
T. Rowe Price Associates
Maryland
WLPWM
197
Walled Lake Planning & Wealth Management
Illinois
EFS
198
Essex Financial Services
Connecticut
FRM
199
Fox Run Management
Connecticut
AWM
200
Accel Wealth Management
Iowa