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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
SCM
76
Sterling Capital Management
North Carolina
$9.64K -$1.85K -185 -16%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$8.49K +$3.08K +307 +59%
IA
78
IFP Advisors
Florida
$6.73K +$241 +24 +4%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$6K -$11.4K -1,142 -66%
HCA
80
Harbor Capital Advisors
Illinois
$6K -$90 -9 -2%
FC
81
Financial Consulate
Maryland
$5.14K
AB
82
Amalgamated Bank
New York
$5K -$1.37K -137 -21%
Citigroup
83
Citigroup
New York
$3.8K -$2.58K -257 -41%
GAMC
84
Garner Asset Management Corp
Texas
$3.78K +$3.69K +368 New
Optiver Holding
85
Optiver Holding
Netherlands
$3.56K
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$3K +$2.93K +292 New
Comerica Bank
87
Comerica Bank
Texas
$2.06K
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$2K +$40 +4 +2%
Nisa Investment Advisors
89
Nisa Investment Advisors
Missouri
$298
KG
90
Kilter Group
New York
$124 +$120 +12 New
EP
91
Essential Partners
California
$93 +$20 +2 +29%
KFI
92
Key Financial Inc
Pennsylvania
$62
MCM
93
MAI Capital Management
Ohio
$62 +$60 +6 New
SS
94
SBI Securities
Japan
$31
RIL
95
Rothschild Investment LLC
Illinois
$31 +$30 +3 New
EWA
96
EverSource Wealth Advisors
Alabama
$21 -$611 -61 -97%
MI
97
Motiv8 Investments
Florida
$6 +$6.26K +625 New
EF
98
Empowered Funds
Pennsylvania
-$463K -45,806 Closed
Dimensional Fund Advisors
99
Dimensional Fund Advisors
Texas
-$111K -10,988 Closed
AAP
100
Arax Advisory Partners
Colorado
-$2.34K -232 Closed

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.