MFIC icon

MidCap Financial Investment
MFIC

Overview Fund Activity

165 hedge funds and large institutions have $364M invested in MidCap Financial Investment in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 72 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
72
Reduced
38
Closed
17
Calls
$2.23M
Puts
$1.17M
Net Calls
+$1.06M
Net Calls Change
+$184K

Top Buyers

1
NCM
Next Capital Management
New York
$9.15M
2
UBS Group
UBS Group
Switzerland
$21M
3
Millennium Management
Millennium Management
New York
$3.12M
4
MC
Muzinich & Co
New York
$5.07M
5
VanEck Associates
VanEck Associates
New York
$30.2M

Top Sellers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$0
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
3
Bank of America
Bank of America
North Carolina
$2.45M
4
CC
CF Capital
Massachusetts
$0
5
AAM
Advisors Asset Management
Colorado
$4.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
1
Thornburg Investment Management
New Mexico
$37.1M – – –
VanEck Associates
2
VanEck Associates
New York
$30.2M +$1.92M +152,428 +7%
AMH
3
Apollo Management Holdings
New York
$30.1M +$63 +5 +0%
Morgan Stanley
4
Morgan Stanley
New York
$23.8M +$809K +64,086 +4%
UBS Group
5
UBS Group
Switzerland
$21M +$5.12M +405,985 +32%
Franklin Resources
6
Franklin Resources
California
$9.75M +$1.51M +119,343 +18%
Invesco
7
Invesco
Georgia
$9.72M -$1.36M -108,125 -12%
NCM
8
Next Capital Management
New York
$9.15M +$7.02M +556,316 +329%
CWA
9
Cura Wealth Advisors
Illinois
$8.95M +$762K +60,359 +9%
Legal & General Group
10
Legal & General Group
United Kingdom
$7.79M -$103K -8,125 -1%
BlackRock
11
BlackRock
New York
$7.72M +$1.91M +151,502 +33%
Wells Fargo
12
Wells Fargo
California
$7.38M +$8.72K +691 +0.1%
AM
13
Ares Management
California
$6.88M +$801K +63,500 +13%
LPL Financial
14
LPL Financial
California
$6.8M -$299K -23,670 -4%
CCM
15
Callodine Capital Management
Massachusetts
$6.31M +$1.14M +90,150 +22%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$5.96M +$5.78K +458 +0.1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.88M +$1.46M +115,775 +33%
EFG
18
Ethos Financial Group
Pennsylvania
$5.32M +$75.1K +5,953 +1%
CCM
19
Condor Capital Management
New Jersey
$5.21M +$199K +15,789 +4%
Ameriprise
20
Ameriprise
Minnesota
$5.08M +$724K +57,406 +17%
MC
21
Muzinich & Co
New York
$5.07M +$2.06M +162,966 +68%
CastleKeep Investment Advisors
22
CastleKeep Investment Advisors
Connecticut
$4.91M +$1.12K +89 +0%
FIA
23
Foundations Investment Advisors
Arizona
$4.69M -$701K -55,552 -13%
AAM
24
Advisors Asset Management
Colorado
$4.57M -$1.41M -111,492 -24%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$4.23M +$1.29M +102,410 +44%
1
2 3 4 5