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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 13 funds opening new positions, 21 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

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)

25% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 28

Holders
84
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.23M
Puts
$448K
Net Calls
Net Calls Change

Top Buyers

1 +$483K
2 +$305K
3 +$224K
4
GCP
GSA Capital Partners
United Kingdom
+$214K
5
Squarepoint
Squarepoint
New York
+$187K

Top Sellers

1 -$521K
2 -$514K
3 -$335K
4
UBS Group
UBS Group
Switzerland
-$271K
5
Goldman Sachs
Goldman Sachs
New York
-$240K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$103K
Dimensional Fund Advisors
52
Dimensional Fund Advisors
Texas
$99.7K
MIM
53
MetLife Investment Management
New Jersey
$98.5K
Mirae Asset Global ETFs Holdings
54
Mirae Asset Global ETFs Holdings
Hong Kong
$97.6K
DOA
55
D'Orazio & Associates
Virginia
$95.5K
LPL Financial
56
LPL Financial
California
$95K
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$79.5K
CF
58
Corebridge Financial
Texas
$78.9K
Deutsche Bank
59
Deutsche Bank
Germany
$57.8K
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$45.6K
RI
61
Ridgewood Investments
New Jersey
$43.5K
PFSRSONJ
62
Police & Firemen's Retirement System of New Jersey
New Jersey
$25.6K
Citadel Advisors
63
Citadel Advisors
Florida
$20.2K
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
AB
71
Amalgamated Bank
New York
$6K
HCA
72
Harbor Capital Advisors
Illinois
$5K
Fidelity Investments
73
Fidelity Investments
Massachusetts
$4.87K
CCM
74
Coldstream Capital Management
Washington
$3.71K
SCM
75
Sterling Capital Management
North Carolina
$2.78K