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MidCap Financial Investment

174 hedge funds and large institutions have $350M invested in MidCap Financial Investment in 2025 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 48 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $2.2M | Put options by funds: $1.3M

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

23% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 48

3% more funds holding

Funds holding: 169174 (+5)

0.34% more ownership

Funds ownership: 30.97%31.31% (+0.34%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $365M → $350M (-$14.2M)

Holders
174
Holders Change
+5
Holders Change %
+2.96%
% of All Funds
2.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
59
Reduced
48
Closed
17
Calls
$2.2M
Puts
$1.3M
Net Calls
+$904K
Net Calls Change
-$151K
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Thornburg Investment Management
New Mexico
$37.6M +$2.55M +200,000 +7%
VanEck Associates
2
VanEck Associates
New York
$30.1M +$1.55M +121,523 +5%
AMH
3
Apollo Management Holdings
New York
$28.6M +$77 +6 +0%
Morgan Stanley
4
Morgan Stanley
New York
$23M +$379K +29,694 +2%
UBS Group
5
UBS Group
Switzerland
$20.4M +$432K +33,887 +2%
NCM
6
Next Capital Management
New York
$16.1M +$7.86M +616,184 +85%
Invesco
7
Invesco
Georgia
$10.6M +$1.4M +109,999 +14%
Franklin Resources
8
Franklin Resources
California
$9.24M -$21.8K -1,710 -0.2%
CWA
9
Cura Wealth Advisors
Illinois
$7.41M -$1.16M -91,041 -13%
Legal & General Group
10
Legal & General Group
United Kingdom
$6.92M -$498K -39,031 -6%
MC
11
Muzinich & Co
New York
$6.85M +$2.17M +170,127 +42%
AM
12
Ares Management
California
$6.54M
Wells Fargo
13
Wells Fargo
California
$6.51M -$534K -41,847 -7%
CCM
14
Callodine Capital Management
Massachusetts
$6.12M +$138K +10,808 +2%
LPL Financial
15
LPL Financial
California
$6.08M -$396K -31,047 -6%
Sumitomo Mitsui Trust Group
16
Sumitomo Mitsui Trust Group
Japan
$6.04M +$2.15M +168,357 +50%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$5.69M +$106K +8,320 +2%
CCM
18
Condor Capital Management
New Jersey
$5.15M +$210K +16,492 +4%
EFG
19
Ethos Financial Group
Pennsylvania
$5.07M +$16.3K +1,277 +0.3%
Ameriprise
20
Ameriprise
Minnesota
$5M +$185K +14,524 +4%
FIA
21
Foundations Investment Advisors
Arizona
$4.8M +$363K +28,455 +8%
CastleKeep Investment Advisors
22
CastleKeep Investment Advisors
Connecticut
$4.78M +$125K +9,772 +3%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$4.75M +$4.33M +339,259 +600%
DADC
24
D.A. Davidson & Co
Montana
$4.13M +$204K +16,002 +5%
BlackRock
25
BlackRock
New York
$3.9M -$3.66M -287,003 -47%

MFIC Hedge Fund Activity: Q3 2025 in Review

174 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in MidCap Financial Investment (MFIC) for Q3 2025, worth a combined $350M — down 3.9% from $365M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MFIC positions and 17 closed out — a net gain of 7 holders — while 59 added to existing stakes and 48 trimmed.

The largest buyer was Next Capital Management, adding an estimated $7.86M. The largest seller was BlackRock, cutting an estimated $3.66M.

  • 174 institutional investors held MidCap Financial Investment (MFIC) as of Q3 2025, up from 169 in Q2 2025.
  • Funds reported $350M of MidCap Financial Investment stock for Q3 2025, down 3.9% quarter-over-quarter.
  • 24 funds opened new MidCap Financial Investment positions in Q3 2025 and 17 closed out, a net change of +7 holders.
  • The largest MidCap Financial Investment buyer in Q3 2025 was Next Capital Management, an estimated $7.86M added.
  • The largest MidCap Financial Investment seller in Q3 2025 was BlackRock, an estimated $3.66M sold.

Based on aggregated 13F filings for Q3 2025.