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MidCap Financial Investment
MFIC

Overview Fund Activity

166 hedge funds and large institutions have $697M invested in MidCap Financial Investment in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 67 increasing their positions, 42 reducing their positions, and 22 closing their positions.

Holders
166
Holders Change
-3
Holders Change %
-1.78%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
21
Increased
67
Reduced
42
Closed
22
Calls
$2.27M
Puts
$1.4M
Net Calls
+$871K
Net Calls Change
-$183K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$16.2M
2
CWA
2
Cura Wealth Advisors
Illinois
$8.34M
3
EFG
3
Ethos Financial Group
Pennsylvania
$5.36M
4
CastleKeep Investment Advisors
4
CastleKeep Investment Advisors
Connecticut
$5M
5
Morgan Stanley
5
Morgan Stanley
New York
$23.4M

Top Sellers

1
WA
1
Whipplewood Advisors
Colorado
$955K
2
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$3.58M
3
AGM
3
Alpine Global Management
New York
$0
4
VanEck Associates
4
VanEck Associates
New York
$28.8M
5
AMH
5
Apollo Management Holdings
New York
$30.7M
Name Market Value Shares Shares
Change 		Shares
Change %
TIM
1
Thornburg Investment Management
New Mexico
$378M 2,937,783 – –
AMH
2
Apollo Management Holdings
New York
$30.7M 2,388,852 -78,849 -3%
VanEck Associates
3
VanEck Associates
New York
$28.8M 2,237,727 -134,778 -6%
Morgan Stanley
4
Morgan Stanley
New York
$23.4M 1,823,054 +283,008 +18%
UBS Group
5
UBS Group
Switzerland
$16.2M 1,261,303 +525,916 +72%
Invesco
6
Invesco
Georgia
$11.3M 878,563 +126,156 +17%
Franklin Resources
7
Franklin Resources
California
$8.4M 653,195 +210,552 +48%
CWA
8
Cura Wealth Advisors
Illinois
$8.34M 648,600 +505,807 +354%
Legal & General Group
9
Legal & General Group
United Kingdom
$8.04M 624,977 +4,153 +0.7%
Wells Fargo
10
Wells Fargo
California
$7.51M 584,274 +31,062 +6%
LPL Financial
11
LPL Financial
California
$7.23M 562,137 +138,454 +33%
AM
12
Ares Management
California
$6.2M 482,032 – –
AAM
13
Advisors Asset Management
Colorado
$6.09M 473,883 +11,306 +2%
Neuberger Berman Group
14
Neuberger Berman Group
New York
$6.07M 471,796 +66,390 +16%
BlackRock
15
BlackRock
New York
$5.92M 460,375 +100,856 +28%
FIA
16
Foundations Investment Advisors
Arizona
$5.5M 427,380 +27,346 +7%
EFG
17
Ethos Financial Group
Pennsylvania
$5.36M 415,948 +396,820 +2,075%
CCM
18
Callodine Capital Management
Massachusetts
$5.27M 409,850 +163,633 +66%
CCM
19
Condor Capital Management
New Jersey
$5.11M 397,086 +28,901 +8%
CastleKeep Investment Advisors
20
CastleKeep Investment Advisors
Connecticut
$5M 388,822 +298,782 +332%
Bank of America
21
Bank of America
North Carolina
$4.84M 376,340 -33,268 -8%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$4.5M 350,253 +9,967 +3%
Ameriprise
23
Ameriprise
Minnesota
$4.44M 345,230 +24,815 +8%
Stifel Financial
24
Stifel Financial
Missouri
$4.31M 335,124 +31,975 +11%
DADC
25
D.A. Davidson & Co
Montana
$4.02M 312,923 +14,442 +5%
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