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MOFG

MidWestOne Financial Group

Delisted

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

118 hedge funds and large institutions have $482M invested in MidWestOne Financial Group in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 25 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 25

5% more capital invested

Capital invested by funds: $458M → $482M (+$24.5M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 20

1% less funds holding

Funds holding: 119118 (-1)

22.05% less ownership

Funds ownership: 101.77%79.72% (-22%)

Holders
118
Holders Change
-1
Holders Change %
-0.84%
% of All Funds
1.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
60
Reduced
25
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1
MidWestOne Financial Group
Iowa
$119M -$2.2M -71,932 -2%
BlackRock
2
BlackRock
New York
$46.2M +$8.13M +265,705 +20%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$30.5M +$7.53M +246,117 +31%
Vanguard Group
4
Vanguard Group
Pennsylvania
$26.1M +$4.86M +158,899 +22%
Jennison Associates
5
Jennison Associates
New York
$24M +$1.47M +47,979 +6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$23.3M +$2.14M +70,059 +10%
FCM
7
FJ Capital Management
Virginia
$17.7M +$172K +5,622 +0.9%
BCM
8
Basswood Capital Management
New York
$15.3M +$8.45M +276,164 +111%
Goldman Sachs
9
Goldman Sachs
New York
$13.3M +$2.19M +71,737 +19%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$12.6M +$2.98M +97,502 +29%
MCM
11
Maltese Capital Management
New York
$9.98M -$226K -7,399 -2%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.85M -$67K -2,191 -0.6%
State Street
13
State Street
Massachusetts
$9.39M +$670K +21,901 +7%
AllianceBernstein
14
AllianceBernstein
Tennessee
$8.97M -$138K -4,500 -1%
JAM
15
Jacobs Asset Management
New York
$6.92M +$1.11M +36,355 +18%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$6.91M +$379K +12,400 +6%
CAM
17
Cresset Asset Management
Illinois
$5.24M -$13.2M -430,208 -71%
American Century Companies
18
American Century Companies
Missouri
$4.85M +$104K +3,401 +2%
Northern Trust
19
Northern Trust
Illinois
$4.81M +$1.14M +37,129 +29%
MCA
20
Mendon Capital Advisors
Florida
$4.49M -$302K -9,861 -6%
CRC
21
Curi RMB Capital
Illinois
$4.49M
LSV Asset Management
22
LSV Asset Management
Illinois
$3.9M -$321K -10,502 -7%
SCA
23
Stieven Capital Advisors
Missouri
$3.79M -$2.14M -70,000 -35%
BCM
24
Bridgeway Capital Management
Texas
$3.27M +$92.5K +3,023 +3%
Morgan Stanley
25
Morgan Stanley
New York
$3.26M +$787K +25,730 +30%

MOFG Hedge Fund Activity: Q4 2024 in Review

118 of the 7,602 institutional investors tracked by Wall St. Rank reported a position in MidWestOne Financial Group (MOFG) for Q4 2024, worth a combined $482M — up 5.4% from $458M a quarter earlier.

Fund positioning in MOFG was balanced in Q4 2024: 20 funds opened new positions, 20 closed out, 60 added to existing stakes and 25 trimmed.

The largest buyer was Basswood Capital Management, adding an estimated $8.45M. The largest seller was Cresset Asset Management, cutting an estimated $13.2M.

  • 118 institutional investors held MidWestOne Financial Group (MOFG) as of Q4 2024, down from 119 in Q3 2024.
  • Funds reported $482M of MidWestOne Financial Group stock for Q4 2024, up 5.4% quarter-over-quarter.
  • 20 funds opened new MidWestOne Financial Group positions in Q4 2024 and 20 closed out, a net change of 0 holders.
  • The largest MidWestOne Financial Group buyer in Q4 2024 was Basswood Capital Management, an estimated $8.45M added.
  • The largest MidWestOne Financial Group seller in Q4 2024 was Cresset Asset Management, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2024.