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Medallion Financial

95 hedge funds and large institutions have $68.2M invested in Medallion Financial in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 25

0.3% more ownership

Funds ownership: 33.52%33.82% (+0.3%)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

3% less funds holding

Funds holding: 9895 (-3)

15% less capital invested

Capital invested by funds: $80.4M → $68.2M (-$12.1M)

Holders
95
Holders Change
-3
Holders Change %
-3.06%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
36
Reduced
25
Closed
14
Calls
$239K
Puts
Net Calls
+$239K
Net Calls Change
-$941K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$5.4K -$226 -23 -4%
SCM
77
Sterling Capital Management
North Carolina
$4.61K -$3.92K -399 -43%
FC
78
Financial Consulate
Maryland
$4.28K
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$2.49K +$796 +81 +39%
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$1.71K +$1.97K +200 New
Optiver Holding
81
Optiver Holding
Netherlands
$1.59K -$1.57K -160 -46%
GI
82
GAMMA Investing
California
$1.24K +$1.43K +145 New
C
83
Covestor
United Kingdom
$1K +$659 +67 +3,350%
ASN
84
Advisory Services Network
Georgia
$257 +$295 +30 New
Nisa Investment Advisors
85
Nisa Investment Advisors
Missouri
$248
RFP
86
Root Financial Partners
California
$86 +$98 +10 New
EP
87
Essential Partners
California
$68 -$10 -1 -11%
MCM
88
MAI Capital Management
Ohio
$60 +$10 +1 +17%
KFI
89
Key Financial Inc
Pennsylvania
$51
RIL
90
Rothschild Investment LLC
Illinois
$51 +$29 +3 +100%
SS
91
SBI Securities
Japan
$34 +$10 +1 +33%
EWA
92
EverSource Wealth Advisors
Alabama
$26 +$10 +1 +50%
SS
93
Sunbelt Securities
Texas
$9 +$10 +1 New
FFA
94
Farther Finance Advisors
California
$8 +$10 +1 New
SBH
95
Segall Bryant & Hamill
Illinois
-$1.24M -120,046 Closed
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
-$784K -76,161 Closed
Two Sigma Advisers
97
Two Sigma Advisers
New York
-$764K -74,200 Closed
WG
98
Winton Group
United Kingdom
-$306K -29,706 Closed
HIM
99
Hillsdale Investment Management
Ontario, Canada
-$293K -28,500 Closed
BWM
100
Baron Wealth Management
Michigan
-$115K -11,185 Closed

MFIN Hedge Fund Activity: Q1 2026 in Review

95 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Medallion Financial (MFIN) for Q1 2026, worth a combined $68.2M — down 15% from $80.4M a quarter earlier.

Fund positioning in MFIN was balanced in Q1 2026: 14 funds opened new positions, 14 closed out, 36 added to existing stakes and 25 trimmed.

The largest buyer was SEI Investments, adding an estimated $2.67M. The largest seller was Segall Bryant & Hamill, exiting entirely with an estimated $1.24M sold.

  • 95 institutional investors held Medallion Financial (MFIN) as of Q1 2026, down from 98 in Q4 2025.
  • Funds reported $68.2M of Medallion Financial stock for Q1 2026, down 15% quarter-over-quarter.
  • 14 funds opened new Medallion Financial positions in Q1 2026 and 14 closed out, a net change of 0 holders.
  • The largest Medallion Financial buyer in Q1 2026 was SEI Investments, an estimated $2.67M added.
  • The largest Medallion Financial seller in Q1 2026 was Segall Bryant & Hamill, an estimated $1.24M sold.

Based on aggregated 13F filings for Q1 2026.