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Medallion Financial

98 hedge funds and large institutions have $80.4M invested in Medallion Financial in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

682% more call options, than puts

Call options by funds: $1.35M | Put options by funds: $173K

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

8% more funds holding

Funds holding: 9198 (+7)

7% more capital invested

Capital invested by funds: $75.1M → $80.4M (+$5.29M)

1.55% more ownership

Funds ownership: 31.97%33.52% (+1.6%)

16% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 32

Holders
98
Holders Change
+7
Holders Change %
+7.69%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
27
Reduced
32
Closed
7
Calls
$1.35M
Puts
$173K
Net Calls
+$1.18M
Net Calls Change
-$186K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Corsair Capital Management
New York
$595K -$100 -10 -0%
LSV Asset Management
27
LSV Asset Management
Illinois
$572K
TA
28
Teton Advisors
New York
$568K -$48.1K -4,800 -8%
Squarepoint
29
Squarepoint
New York
$540K -$51.4K -5,132 -9%
SIA
30
Soltis Investment Advisors
Utah
$533K +$20 +2 +0%
Charles Schwab
31
Charles Schwab
California
$487K +$210 +21 +0%
Millennium Management
32
Millennium Management
New York
$423K -$24.1K -2,407 -6%
Marshall Wace
33
Marshall Wace
United Kingdom
$418K -$341K -33,995 -46%
JP Morgan Chase
34
JP Morgan Chase
New York
$404K +$326K +32,525 +485%
Two Sigma Investments
35
Two Sigma Investments
New York
$400K -$478K -47,744 -55%
PAM
36
Panagora Asset Management
Massachusetts
$388K +$132K +13,154 +54%
Barclays
37
Barclays
United Kingdom
$388K +$18.4K +1,834 +5%
MAM
38
Martingale Asset Management
Massachusetts
$349K +$172K +17,202 +103%
GCP
39
GSA Capital Partners
United Kingdom
$343K -$115K -11,428 -26%
Bank of America
40
Bank of America
North Carolina
$333K +$60.7K +6,058 +23%
WG
41
Winton Group
United Kingdom
$306K -$8.82K -880 -3%
Raymond James Financial
42
Raymond James Financial
Florida
$305K
HIM
43
Hillsdale Investment Management
Ontario, Canada
$293K
Invesco
44
Invesco
Georgia
$233K -$32.9K -3,280 -13%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$228K -$29.8K -2,974 -12%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$225K
Wells Fargo
47
Wells Fargo
California
$195K +$57.8K +5,765 +44%
N
48
Nuveen
North Carolina
$193K
Deutsche Bank
49
Deutsche Bank
Germany
$188K +$183K +18,283 New
PP
50
PDT Partners
New York
$187K

MFIN Hedge Fund Activity: Q4 2025 in Review

98 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Medallion Financial (MFIN) for Q4 2025, worth a combined $80.4M — up 7.1% from $75.1M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MFIN positions and 7 closed out — a net gain of 8 holders — while 27 added to existing stakes and 32 trimmed.

The largest buyer was SEI Investments, opening a new position worth an estimated $2.2M. The largest seller was Two Sigma Investments, cutting an estimated $478K.

  • 98 institutional investors held Medallion Financial (MFIN) as of Q4 2025, up from 91 in Q3 2025.
  • Funds reported $80.4M of Medallion Financial stock for Q4 2025, up 7.1% quarter-over-quarter.
  • 15 funds opened new Medallion Financial positions in Q4 2025 and 7 closed out, a net change of +8 holders.
  • The largest Medallion Financial buyer in Q4 2025 was SEI Investments, an estimated $2.2M added.
  • The largest Medallion Financial seller in Q4 2025 was Two Sigma Investments, an estimated $478K sold.

Based on aggregated 13F filings for Q4 2025.