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MOFG

MidWestOne Financial Group

Delisted

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

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: 116125 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
101
Nisa Investment Advisors
Missouri
$11.8K +$10.9K +385 +1,481%
EWA
102
EverSource Wealth Advisors
Alabama
$11.6K +$11.3K +402 New
S
103
SignatureFD
Georgia
$10.5K +$4.63K +164 +82%
US Bancorp
104
US Bancorp
Minnesota
$9.78K
PWAM
105
Private Wealth Asset Management
Iowa
$8.63K
Osaic Holdings
106
Osaic Holdings
Arizona
$6.04K +$5.93K +210 New
RWM
107
RMG Wealth Management
Wisconsin
$5.98K +$5.65K +200 New
AF
108
Allworth Financial
California
$5.38K +$3.75K +133 +246%
LFG
109
Larson Financial Group
Missouri
$4.17K +$4.09K +145 New
GI
110
GAMMA Investing
California
$4.14K -$16.7K -593 -80%
IA
111
IFP Advisors
Florida
$3.42K +$1.04K +37 New
EP
112
Essential Partners
California
$3.4K +$3.33K +118 New
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$2.19K
CA
114
Clearstead Advisors
Ohio
$2.04K +$2K +71 New
RIL
115
Rothschild Investment LLC
Illinois
$1.87K +$423 +15 +30%
GWM
116
Geneos Wealth Management
Colorado
$1.84K -$1.81K -64 -50%
MCM
117
MAI Capital Management
Ohio
$1.55K +$1.52K +54 New
AAP
118
Arax Advisory Partners
Colorado
$1.04K -$1.64K -58 -62%
TWD
119
True Wealth Design
Ohio
$749 +$734 +26 New
RWM
120
Raffa Wealth Management
District of Columbia
$690
MPWT
121
MassMutual Private Wealth & Trust
Connecticut
$518
SAM
122
Smartleaf Asset Management
Massachusetts
$489
Russell Investments Group
123
Russell Investments Group
United Kingdom
$403
HNB
124
Huntington National Bank
Ohio
$29 -$452 -16 -94%
EC
125
EJF Capital
Virginia
-$3.41M -115,207 Closed

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.