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Medallion Financial

90 hedge funds and large institutions have $70.5M invested in Medallion Financial in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more call options, than puts

Call options by funds: $1.71M | Put options by funds: $317K

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

13% more capital invested

Capital invested by funds: $62.3M → $70.5M (+$8.15M)

7% more funds holding

Funds holding: 8490 (+6)

1.06% more ownership

Funds ownership: 30.77%31.83% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 31

Holders
90
Holders Change
+6
Holders Change %
+7.14%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
28
Reduced
31
Closed
5
Calls
$1.71M
Puts
$317K
Net Calls
+$1.39M
Net Calls Change
+$607K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$11.5M -$583K -64,352 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.3M -$75.2K -8,293 -0.8%
TCM
3
Tieton Capital Management
Washington
$9.13M -$77.1K -8,505 -0.9%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$3.9M -$176K -19,380 -5%
State Street
5
State Street
Massachusetts
$2.28M +$187K +20,670 +9%
Stifel Financial
6
Stifel Financial
Missouri
$2.13M -$168K -18,479 -8%
Connor, Clark & Lunn Investment Management (CC&L)
7
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.11M -$438K -48,293 -18%
UIC
8
Uniplan Investment Counsel
Wisconsin
$2.11M +$1.5M +165,888 +299%
American Century Companies
9
American Century Companies
Missouri
$2.06M -$2.92K -322 -0.1%
OSAM
10
O'Shaughnessy Asset Management
Connecticut
$1.58M +$140K +15,472 +10%
GI
11
GAMCO Investors
Connecticut
$1.54M
BCM
12
Bridgeway Capital Management
Texas
$1.35M +$24.4K +2,692 +2%
Northern Trust
13
Northern Trust
Illinois
$1.23M -$138K -15,201 -11%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.2M -$5.32K -587 -0.5%
DLP
15
De Lisle Partners
United Kingdom
$1.18M +$183K +20,212 +20%
SBH
16
Segall Bryant & Hamill
Illinois
$1.16M +$1.1M +121,252 New
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$1.13M +$132K +14,557 +14%
Two Sigma Advisers
18
Two Sigma Advisers
New York
$986K -$170K -18,700 -15%
GF
19
Gabelli Funds
New York
$743K -$18.1K -2,000 -3%
RWM
20
Ritholtz Wealth Management
New York
$723K +$122K +13,500 +22%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$659K +$27.7K +3,053 +5%
Morgan Stanley
22
Morgan Stanley
New York
$639K +$165K +18,215 +37%
TA
23
Teton Advisors
New York
$586K -$49.9K -5,500 -8%
Two Sigma Investments
24
Two Sigma Investments
New York
$577K -$237K -26,091 -30%
Marshall Wace
25
Marshall Wace
United Kingdom
$569K -$216K -23,803 -29%

MFIN Hedge Fund Activity: Q2 2025 in Review

90 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Medallion Financial (MFIN) for Q2 2025, worth a combined $70.5M — up 13% from $62.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MFIN positions and 5 closed out — a net gain of 7 holders — while 28 added to existing stakes and 31 trimmed.

The largest buyer was Uniplan Investment Counsel, adding an estimated $1.5M. The largest seller was BlackRock, cutting an estimated $583K.

  • 90 institutional investors held Medallion Financial (MFIN) as of Q2 2025, up from 84 in Q1 2025.
  • Funds reported $70.5M of Medallion Financial stock for Q2 2025, up 13% quarter-over-quarter.
  • 12 funds opened new Medallion Financial positions in Q2 2025 and 5 closed out, a net change of +7 holders.
  • The largest Medallion Financial buyer in Q2 2025 was Uniplan Investment Counsel, an estimated $1.5M added.
  • The largest Medallion Financial seller in Q2 2025 was BlackRock, an estimated $583K sold.

Based on aggregated 13F filings for Q2 2025.