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Medallion Financial

91 hedge funds and large institutions have $75.1M invested in Medallion Financial in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more call options, than puts

Call options by funds: $1.76M | Put options by funds: $397K

46% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 26

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $70.5M → $75.1M (+$4.58M)

1% more funds holding

Funds holding: 9091 (+1)

0.14% more ownership

Funds ownership: 31.83%31.97% (+0.14%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
38
Reduced
26
Closed
7
Calls
$1.76M
Puts
$397K
Net Calls
+$1.37M
Net Calls Change
-$24K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$133K +$20.7K +2,033 +18%
Creative Planning
52
Creative Planning
Kansas
$114K +$115K +11,250 New
Dimensional Fund Advisors
53
Dimensional Fund Advisors
Texas
$111K -$4.72K -463 -4%
BWM
54
Baron Wealth Management
Michigan
$111K +$1.61K +158 +1%
DOA
55
D'Orazio & Associates
Virginia
$110K +$3.14K +308 +3%
MIM
56
MetLife Investment Management
New Jersey
$98K -$15.2K -1,491 -13%
Osaic Holdings
57
Osaic Holdings
Arizona
$84.5K
Mirae Asset Global ETFs Holdings
58
Mirae Asset Global ETFs Holdings
Hong Kong
$77K -$12.9K -1,265 -14%
JP Morgan Chase
59
JP Morgan Chase
New York
$67.7K -$10K -985 -13%
PFSRSONJ
60
Police & Firemen's Retirement System of New Jersey
New Jersey
$47K +$17.5K +1,716 +58%
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$37.5K +$11.7K +1,150 +45%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$21.2K
SAM
63
Smartleaf Asset Management
Massachusetts
$20.1K
Russell Investments Group
64
Russell Investments Group
United Kingdom
$19.1K +$13.1K +1,282 +212%
AIP
65
Ameritas Investment Partners
Nebraska
$18.5K
IRC
66
Investors Research Corp
Georgia
$18.2K
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$18K -$184K -18,073 -91%
Legal & General Group
68
Legal & General Group
United Kingdom
$15.8K
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$13.7K +$10 +1 +0.1%
SCM
70
Sterling Capital Management
North Carolina
$11.3K +$6.12K +600 +115%
TRCT
71
Tower Research Capital (TRC)
New York
$11.2K -$52.7K -5,171 -82%
AB
72
Amalgamated Bank
New York
$7K
IA
73
IFP Advisors
Florida
$6.36K +$6.34K +622 +7,775%
Citigroup
74
Citigroup
New York
$6.32K -$53.7K -5,270 -89%
HCA
75
Harbor Capital Advisors
Illinois
$6K -$347 -34 -6%

MFIN Hedge Fund Activity: Q3 2025 in Review

91 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Medallion Financial (MFIN) for Q3 2025, worth a combined $75.1M — up 6.5% from $70.5M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MFIN positions and 7 closed out — a net gain of 1 holder — while 38 added to existing stakes and 26 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $554K. The largest seller was BlackRock, cutting an estimated $919K.

  • 91 institutional investors held Medallion Financial (MFIN) as of Q3 2025, up from 90 in Q2 2025.
  • Funds reported $75.1M of Medallion Financial stock for Q3 2025, up 6.5% quarter-over-quarter.
  • 8 funds opened new Medallion Financial positions in Q3 2025 and 7 closed out, a net change of +1 holder.
  • The largest Medallion Financial buyer in Q3 2025 was Goldman Sachs, an estimated $554K added.
  • The largest Medallion Financial seller in Q3 2025 was BlackRock, an estimated $919K sold.

Based on aggregated 13F filings for Q3 2025.