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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
BlackRock
1
BlackRock
New York
$9.48M -$214K -21,789 -2%
TCM
2
Tieton Capital Management
Washington
$8.84M +$512K +52,063 +5%
VCM
3
Vanguard Capital Management
Pennsylvania
$7.26M +$8.34M +848,640 New
SEI Investments
4
SEI Investments
Pennsylvania
$4.2M +$2.67M +271,789 +124%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$3.54M +$63.2K +6,430 +2%
UIC
6
Uniplan Investment Counsel
Wisconsin
$3.3M +$291K +29,597 +8%
State Street
7
State Street
Massachusetts
$2.13M +$49.2K +5,002 +2%
American Century Companies
8
American Century Companies
Missouri
$1.84M -$15.7K -1,600 -0.7%
Connor, Clark & Lunn Investment Management (CC&L)
9
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.82M -$88K -8,951 -4%
DLP
10
De Lisle Partners
United Kingdom
$1.7M +$183K +18,632 +10%
Goldman Sachs
11
Goldman Sachs
New York
$1.6M +$562K +57,197 +44%
BCM
12
Bridgeway Capital Management
Texas
$1.44M +$54.2K +5,510 +3%
OSAM
13
O'Shaughnessy Asset Management
Connecticut
$1.39M -$158K -16,030 -9%
GI
14
GAMCO Investors
Connecticut
$1.35M
Stifel Financial
15
Stifel Financial
Missouri
$1.33M -$59K -5,997 -4%
Northern Trust
16
Northern Trust
Illinois
$1.05M +$64.9K +6,604 +6%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$1.01M
Bank of New York Mellon
18
Bank of New York Mellon
New York
$920K -$192K -19,485 -15%
VFT
19
Vanguard Fiduciary Trust
Pennsylvania
$895K +$1.03M +104,542 New
Two Sigma Investments
20
Two Sigma Investments
New York
$845K +$588K +59,862 +154%
RWM
21
Ritholtz Wealth Management
New York
$828K +$40K +4,066 +4%
VPM
22
Vanguard Portfolio Management
Pennsylvania
$805K +$924K +94,029 New
DSC
23
Daytona Street Capital
Missouri
$699K +$658K +66,917 +1,338%
GF
24
Gabelli Funds
New York
$668K
Squarepoint
25
Squarepoint
New York
$587K +$158K +16,089 +31%

MFIN Hedge Fund Activity: Q1 2026 in Review

95 of the 8,126 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.