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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
Wells Fargo
51
Wells Fargo
California
$103K +$2.17K +246 +2%
Dimensional Fund Advisors
52
Dimensional Fund Advisors
Texas
$99.7K
MIM
53
MetLife Investment Management
New Jersey
$98.5K +$20.3K +2,293 +25%
Mirae Asset Global ETFs Holdings
54
Mirae Asset Global ETFs Holdings
Hong Kong
$97.6K +$4.13K +468 +4%
DOA
55
D'Orazio & Associates
Virginia
$95.5K +$96.8K +10,960 New
LPL Financial
56
LPL Financial
California
$95K +$96.4K +10,912 New
JP Morgan Chase
57
JP Morgan Chase
New York
$79.5K +$5.42K +614 +7%
CF
58
Corebridge Financial
Texas
$78.9K -$1.19K -135 -1%
Deutsche Bank
59
Deutsche Bank
Germany
$57.8K -$28.2K -3,198 -33%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$45.6K +$23.5K +2,665 +104%
RI
61
Ridgewood Investments
New Jersey
$43.5K
PFSRSONJ
62
Police & Firemen's Retirement System of New Jersey
New Jersey
$25.6K +$25.9K +2,936 New
Citadel Advisors
63
Citadel Advisors
Florida
$20.2K +$20.4K +2,314 New
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$18.3K
SAM
65
Smartleaf Asset Management
Massachusetts
$18.1K
AIP
66
Ameritas Investment Partners
Nebraska
$16K
IRC
67
Investors Research Corp
Georgia
$15.7K
Legal & General Group
68
Legal & General Group
United Kingdom
$13.6K
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$11.8K
TRCT
70
Tower Research Capital (TRC)
New York
$8.64K -$3.76K -426 -30%
AB
71
Amalgamated Bank
New York
$6K
HCA
72
Harbor Capital Advisors
Illinois
$5K +$26 +3 +0.5%
Fidelity Investments
73
Fidelity Investments
Massachusetts
$4.87K -$3.73K -422 -43%
CCM
74
Coldstream Capital Management
Washington
$3.71K +$3.76K +426 New
SCM
75
Sterling Capital Management
North Carolina
$2.78K -$2.49K -282 -47%

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.