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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
TIM
1
Thornburg Investment Management
New Mexico
$35.9M
AMH
2
Apollo Management Holdings
New York
$27.3M +$83 +7 +0%
VanEck Associates
3
VanEck Associates
New York
$26.6M -$2.26M -190,078 -8%
UBS Group
4
UBS Group
Switzerland
$23.2M +$3.83M +323,137 +19%
Morgan Stanley
5
Morgan Stanley
New York
$19.9M -$2.05M -173,153 -9%
NCM
6
Next Capital Management
New York
$17M +$1.69M +142,764 +11%
DCP
7
Diameter Capital Partners
New York
$11.6M +$12M +1,013,005 New
Invesco
8
Invesco
Georgia
$10.4M +$363K +30,604 +3%
MC
9
Muzinich & Co
New York
$8.18M +$1.7M +143,256 +25%
CC
10
CF Capital
Massachusetts
$7.45M +$4.76M +401,326 +161%
Legal & General Group
11
Legal & General Group
United Kingdom
$7.45M +$878K +74,030 +13%
CWA
12
Cura Wealth Advisors
Illinois
$7.34M +$285K +24,000 +4%
Sumitomo Mitsui Trust Group
13
Sumitomo Mitsui Trust Group
Japan
$6.29M +$548K +46,224 +9%
AM
14
Ares Management
California
$6.24M
FIA
15
Foundations Investment Advisors
Arizona
$5.56M +$1.02M +86,161 +22%
Raymond James Financial
16
Raymond James Financial
Florida
$5.56M +$4.45M +375,112 +337%
CCM
17
Callodine Capital Management
Massachusetts
$5.53M -$325K -27,400 -5%
CCM
18
Condor Capital Management
New Jersey
$5.22M +$319K +26,850 +6%
Franklin Resources
19
Franklin Resources
California
$5.09M -$3.86M -325,526 -42%
RCM
20
Rivernorth Capital Management
Florida
$4.74M +$4.92M +414,430 New
EFG
21
Ethos Financial Group
Pennsylvania
$4.5M -$351K -29,580 -7%
Two Sigma Investments
22
Two Sigma Investments
New York
$4.43M +$2.5M +210,937 +119%
CastleKeep Investment Advisors
23
CastleKeep Investment Advisors
Connecticut
$4.4M -$163K -13,746 -3%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$4.17M -$376K -31,692 -8%
DADC
25
D.A. Davidson & Co
Montana
$4M +$71.4K +6,014 +2%