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Medallion Financial

84 hedge funds and large institutions have $62.3M invested in Medallion Financial in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $448K

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

4% more funds holding

Funds holding: 8184 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.56% less ownership

Funds ownership: 31.33%30.77% (-0.56%)

8% less capital invested

Capital invested by funds: $67.9M → $62.3M (-$5.52M)

28% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 29

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
21
Reduced
29
Closed
9
Calls
$1.23M
Puts
$448K
Net Calls
+$783K
Net Calls Change
-$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$442K
Morgan Stanley
27
Morgan Stanley
New York
$425K -$129K -14,580 -23%
SIA
28
Soltis Investment Advisors
Utah
$412K -$53K -6,000 -11%
Millennium Management
29
Millennium Management
New York
$363K +$80.4K +9,099 +28%
CCM
30
Corsair Capital Management
New York
$359K -$12.9K -1,457 -3%
Invesco
31
Invesco
Georgia
$348K -$53.5K -6,052 -13%
Goldman Sachs
32
Goldman Sachs
New York
$340K -$244K -27,589 -41%
WG
33
Winton Group
United Kingdom
$280K +$42.3K +4,787 +17%
EF
34
Empowered Funds
Pennsylvania
$243K +$21.7K +2,461 +10%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$242K -$11.9K -1,351 -5%
GCP
36
GSA Capital Partners
United Kingdom
$214K +$217K +24,574 New
Barclays
37
Barclays
United Kingdom
$202K -$62.7K -7,097 -23%
Bank of America
38
Bank of America
North Carolina
$191K -$68.3K -7,733 -26%
Squarepoint
39
Squarepoint
New York
$187K +$189K +21,425 New
CC
40
Corton Capital
Ontario, Canada
$171K -$87.4K -9,893 -33%
N
41
Nuveen
North Carolina
$164K -$50.1K -5,669 -23%
UBS Group
42
UBS Group
Switzerland
$162K -$275K -31,114 -63%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$161K +$160K +18,106 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$157K -$21.2K -2,398 -12%
Raymond James Financial
45
Raymond James Financial
Florida
$140K
SBIA
46
Sheaff Brock Investment Advisors
Indiana
$139K
PP
47
PDT Partners
New York
$136K
Citigroup
48
Citigroup
New York
$115K -$12.4K -1,406 -10%
Wolverine Trading
49
Wolverine Trading
Illinois
$107K -$18.7K -2,118 -15%
IIM
50
INTECH Investment Management
Florida
$103K +$105K +11,843 New

MFIN Hedge Fund Activity: Q1 2025 in Review

84 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Medallion Financial (MFIN) for Q1 2025, worth a combined $62.3M — down 8.1% from $67.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MFIN positions and 9 closed out — a net gain of 3 holders — while 21 added to existing stakes and 29 trimmed.

The largest buyer was Uniplan Investment Counsel, opening a new position worth an estimated $489K. The largest seller was Segall Bryant & Hamill, exiting entirely with an estimated $521K sold.

  • 84 institutional investors held Medallion Financial (MFIN) as of Q1 2025, up from 81 in Q4 2024.
  • Funds reported $62.3M of Medallion Financial stock for Q1 2025, down 8.1% quarter-over-quarter.
  • 12 funds opened new Medallion Financial positions in Q1 2025 and 9 closed out, a net change of +3 holders.
  • The largest Medallion Financial buyer in Q1 2025 was Uniplan Investment Counsel, an estimated $489K added.
  • The largest Medallion Financial seller in Q1 2025 was Segall Bryant & Hamill, an estimated $521K sold.

Based on aggregated 13F filings for Q1 2025.