We are live on ! Find out more
MFIN icon

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
BlackRock
1
BlackRock
New York
$11.1M +$227K +25,748 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.49M +$16.8K +1,901 +0.2%
TCM
3
Tieton Capital Management
Washington
$8.42M -$182K -20,630 -2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$3.73M +$78.3K +8,860 +2%
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.35M +$9.33K +1,056 +0.4%
Stifel Financial
6
Stifel Financial
Missouri
$2.11M -$9.64K -1,092 -0.4%
State Street
7
State Street
Massachusetts
$1.9M +$88.2K +9,987 +5%
American Century Companies
8
American Century Companies
Missouri
$1.89M -$839 -95 -0%
GI
9
GAMCO Investors
Connecticut
$1.41M
OSAM
10
O'Shaughnessy Asset Management
Connecticut
$1.31M +$157K +17,730 +13%
Northern Trust
11
Northern Trust
Illinois
$1.26M -$39.1K -4,424 -3%
BCM
12
Bridgeway Capital Management
Texas
$1.21M +$38.5K +4,361 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.1M +$11.1K +1,258 +1%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$1.06M -$25.6K -2,900 -2%
DLP
15
De Lisle Partners
United Kingdom
$904K
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$904K +$91.3K +10,332 +11%
Two Sigma Investments
17
Two Sigma Investments
New York
$755K -$107K -12,163 -12%
Marshall Wace
18
Marshall Wace
United Kingdom
$727K -$8.12K -919 -1%
GF
19
Gabelli Funds
New York
$697K
TA
20
Teton Advisors
New York
$584K -$97.2K -11,000 -14%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$575K -$2.16K -245 -0.4%
RWM
22
Ritholtz Wealth Management
New York
$543K +$42.2K +4,782 +8%
LSV Asset Management
23
LSV Asset Management
Illinois
$515K
UIC
24
Uniplan Investment Counsel
Wisconsin
$483K +$489K +55,398 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$443K +$309K +34,991 +220%

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.