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MidCap Financial Investment

176 hedge funds and large institutions have $358M invested in MidCap Financial Investment in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 55 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 55

0.53% more ownership

Funds ownership: 33.98%34.51% (+0.53%)

1% less capital invested

Capital invested by funds: $363M → $358M (-$4.95M)

9% less funds holding

Funds holding: 193176 (-17)

32% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 37

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

49% less call options, than puts

Call options by funds: $2.17M | Put options by funds: $4.26M

Holders
176
Holders Change
-17
Holders Change %
-8.81%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.02%
New
25
Increased
57
Reduced
55
Closed
37
Calls
$2.17M
Puts
$4.26M
Net Calls
-$2.09M
Net Calls Change
+$936K
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1
Thornburg Investment Management
New Mexico
$36.4M +$1.1M +100,000 +3%
AMH
2
Apollo Management Holdings
New York
$26.4M -$442K -40,123 -2%
SFM
3
Soros Fund Management
New York
$21.9M +$21.4M +1,944,500 New
NCM
4
Next Capital Management
New York
$21M +$4.27M +387,303 +26%
UBS Group
5
UBS Group
Switzerland
$20.4M -$2.27M -206,027 -10%
VanEck Associates
6
VanEck Associates
New York
$20.4M -$5.63M -510,431 -22%
Morgan Stanley
7
Morgan Stanley
New York
$18.1M -$1.42M -129,062 -7%
Invesco
8
Invesco
Georgia
$14.6M +$4.23M +383,544 +42%
Russell Investments Group
9
Russell Investments Group
United Kingdom
$8.8M +$5.72M +518,878 +196%
Legal & General Group
10
Legal & General Group
United Kingdom
$8.16M +$811K +73,562 +11%
MC
11
Muzinich & Co
New York
$8.05M +$19K +1,722 +0.2%
Victory Capital Management
12
Victory Capital Management
Texas
$7.35M +$7.21M +654,211 New
CWA
13
Cura Wealth Advisors
Illinois
$6.9M -$309K -28,000 -4%
Raymond James Financial
14
Raymond James Financial
Florida
$6.83M +$1.33M +121,080 +25%
Sumitomo Mitsui Trust Group
15
Sumitomo Mitsui Trust Group
Japan
$6.18M
AM
16
Ares Management
California
$6.13M
CCM
17
Callodine Capital Management
Massachusetts
$5.15M -$279K -25,300 -5%
CCM
18
Condor Capital Management
New Jersey
$4.88M -$242K -21,989 -5%
FIA
19
Foundations Investment Advisors
Arizona
$4.87M -$583K -52,903 -11%
Franklin Resources
20
Franklin Resources
California
$4.82M -$184K -16,660 -4%
BlackRock
21
BlackRock
New York
$4.54M +$966K +87,664 +28%
EFG
22
Ethos Financial Group
Pennsylvania
$4.5M
CastleKeep Investment Advisors
23
CastleKeep Investment Advisors
Connecticut
$4.45M +$124K +11,236 +3%
DADC
24
D.A. Davidson & Co
Montana
$4.06M +$118K +10,736 +3%
XT
25
XTX Topco
Cayman Islands
$3.85M +$2.28M +207,033 +153%