We are live on ! Find out more
MOFG

MidWestOne Financial Group
MOFG

Delisted

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

Back to rankings

125 hedge funds and large institutions have $487M invested in MidWestOne Financial Group in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 24

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

8% more funds holding

Funds holding: 116 → 125 (+9)

1.46% more ownership

Funds ownership: 79.9% → 81.36% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $493M → $487M (-$5.27M)

Holders
125
Holders Change
+9
Holders Change %
+7.76%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
55
Reduced
24
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.95M
2
State Street
State Street
Massachusetts
+$3.93M
3
Nuveen
Nuveen
North Carolina
+$3.38M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.47M
5
JP Morgan Chase
JP Morgan Chase
New York
+$2.17M

Top Sellers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
-$12.2M
2
EC
EJF Capital
Virginia
-$3.41M
3
CAM
Cresset Asset Management
Illinois
-$2.38M
4
American Century Companies
American Century Companies
Missouri
-$2.1M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$1.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Basswood Capital Management
New York
$3.07M -$12.2M -433,062 -80%
Two Sigma Investments
27
Two Sigma Investments
New York
$2.93M +$1.06M +37,406 +58%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$2.71M -$29.1K -1,030 -1%
TI
29
Trexquant Investment
Connecticut
$2.49M +$925K +32,765 +61%
PH
30
Pinnacle Holdings
Oklahoma
$2.21M +$5.45K +193 +0.3%
First Trust Advisors
31
First Trust Advisors
Illinois
$2.17M +$91.2K +3,230 +4%
EF
32
Empowered Funds
Pennsylvania
$2.16M +$188K +6,647 +10%
Millennium Management
33
Millennium Management
New York
$1.98M -$563K -19,931 -22%
SCA
34
Sippican Capital Advisors
Massachusetts
$1.9M +$5.65K +200 +0.3%
UBS Group
35
UBS Group
Switzerland
$1.85M +$81.3K +2,879 +5%
Barclays
36
Barclays
United Kingdom
$1.79M +$581K +20,594 +49%
AQR Capital Management
37
AQR Capital Management
Connecticut
$1.77M +$599K +21,209 +53%
Charles Schwab
38
Charles Schwab
California
$1.76M +$140K +4,962 +9%
Stifel Financial
39
Stifel Financial
Missouri
$1.72M -$144K -5,113 -8%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$1.28M -$125K -4,443 -9%
Fisher Asset Management
41
Fisher Asset Management
Washington
$1.21M +$305K +10,820 +35%
Ameriprise
42
Ameriprise
Minnesota
$1.2M +$336K +11,900 +40%
Raymond James Financial
43
Raymond James Financial
Florida
$1.14M +$153K +5,428 +16%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$1.13M +$141K +5,000 +15%
Jane Street
45
Jane Street
New York
$1.13M +$1.11M +39,393 New
Wells Fargo
46
Wells Fargo
California
$1.11M +$74.6K +2,641 +7%
DTL
47
Dynamic Technology Lab
Singapore
$1.07M +$1.05M +37,343 New
American Century Companies
48
American Century Companies
Missouri
$1.01M -$2.1M -74,457 -68%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$918K +$150K +5,320 +20%
Bank of America
50
Bank of America
North Carolina
$913K +$343K +12,163 +62%
1
2
3 4 5

MOFG Hedge Fund Activity: Q2 2025 in Review

125 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in MidWestOne Financial Group (MOFG) for Q2 2025, worth a combined $487M — down 1.1% from $493M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MOFG positions and 16 closed out — a net gain of 9 holders — while 55 added to existing stakes and 24 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $4.95M. The largest seller was Basswood Capital Management, cutting an estimated $12.2M.

  • 125 institutional investors held MidWestOne Financial Group (MOFG) as of Q2 2025, up from 116 in Q1 2025.
  • Funds reported $487M of MidWestOne Financial Group stock for Q2 2025, down 1.1% quarter-over-quarter.
  • 25 funds opened new MidWestOne Financial Group positions in Q2 2025 and 16 closed out, a net change of +9 holders.
  • The largest MidWestOne Financial Group buyer in Q2 2025 was Wellington Management Group, an estimated $4.95M added.
  • The largest MidWestOne Financial Group seller in Q2 2025 was Basswood Capital Management, an estimated $12.2M sold.

Based on aggregated 13F filings for Q2 2025.