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MOFG

MidWestOne Financial Group

Delisted

MOFG was delisted on the 13th of February, 2026.

116 hedge funds and large institutions have $493M invested in MidWestOne Financial Group in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

2% more capital invested

Capital invested by funds: $482M → $493M (+$10.2M)

0.18% more ownership

Funds ownership: 79.72%79.9% (+0.18%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

2% less funds holding

Funds holding: 118116 (-2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
1.55%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
13
Increased
45
Reduced
38
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$2.82M +$209K +6,926 +8%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$2.76M -$66.6K -2,205 -2%
Millennium Management
28
Millennium Management
New York
$2.62M -$675K -22,369 -20%
Morgan Stanley
29
Morgan Stanley
New York
$2.54M -$790K -26,168 -23%
PH
30
Pinnacle Holdings
Oklahoma
$2.27M -$10.7K -353 -0.5%
First Trust Advisors
31
First Trust Advisors
Illinois
$2.14M -$27.4K -906 -1%
EF
32
Empowered Funds
Pennsylvania
$2.03M +$160K +5,294 +8%
SCA
33
Sippican Capital Advisors
Massachusetts
$1.95M
Stifel Financial
34
Stifel Financial
Missouri
$1.92M -$77.6K -2,571 -4%
Two Sigma Investments
35
Two Sigma Investments
New York
$1.91M -$48.5K -1,608 -2%
Adage Capital Partners
36
Adage Capital Partners
Massachusetts
$1.87M +$730K +24,188 +62%
Nuveen
37
Nuveen
North Carolina
$1.87M +$779K +25,817 +69%
UBS Group
38
UBS Group
Switzerland
$1.82M +$1.11M +36,630 +147%
JP Morgan Chase
39
JP Morgan Chase
New York
$1.81M -$480K -15,904 -21%
Charles Schwab
40
Charles Schwab
California
$1.66M -$23.9K -792 -1%
TI
41
Trexquant Investment
Connecticut
$1.6M +$168K +5,579 +12%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$1.45M -$1.3M -43,108 -47%
Barclays
43
Barclays
United Kingdom
$1.24M -$284K -9,414 -18%
AQR Capital Management
44
AQR Capital Management
Connecticut
$1.19M +$860K +28,473 +242%
KCM
45
Kennedy Capital Management
Missouri
$1.09M -$1.36M -44,920 -55%
Wells Fargo
46
Wells Fargo
California
$1.06M +$18.5K +612 +2%
N
47
Numerai
California
$1.02M +$697K +23,091 +202%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$1.02M +$51.3K +1,700 +5%
Raymond James Financial
49
Raymond James Financial
Florida
$1.01M -$6.52K -216 -0.6%
Fisher Asset Management
50
Fisher Asset Management
Washington
$920K +$938K +31,077 New

MOFG Hedge Fund Activity: Q1 2025 in Review

116 of the 7,466 institutional investors tracked by Wall St. Rank reported a position in MidWestOne Financial Group (MOFG) for Q1 2025, worth a combined $493M — up 2.1% from $482M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MOFG and 13 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 45 added.

The largest buyer was Jennison Associates, adding an estimated $15.4M. The largest seller was Manulife (Manufacturers Life Insurance), exiting entirely with an estimated $9.85M sold.

  • 116 institutional investors held MidWestOne Financial Group (MOFG) as of Q1 2025, down from 118 in Q4 2024.
  • Funds reported $493M of MidWestOne Financial Group stock for Q1 2025, up 2.1% quarter-over-quarter.
  • 13 funds opened new MidWestOne Financial Group positions in Q1 2025 and 14 closed out, a net change of -1 holder.
  • The largest MidWestOne Financial Group buyer in Q1 2025 was Jennison Associates, an estimated $15.4M added.
  • The largest MidWestOne Financial Group seller in Q1 2025 was Manulife (Manufacturers Life Insurance), an estimated $9.85M sold.

Based on aggregated 13F filings for Q1 2025.