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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
MFG
1
MidWestOne Financial Group
Iowa
$120M -$1.01M -33,405 -0.8%
BlackRock
2
BlackRock
New York
$46.4M -$623K -20,632 -1%
Jennison Associates
3
Jennison Associates
New York
$39.5M +$15.4M +509,965 +62%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$30.8M -$192K -6,344 -0.6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$27.5M +$946K +31,340 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$24M +$375K +12,432 +2%
FCM
7
FJ Capital Management
Virginia
$22.1M +$4.2M +138,959 +23%
BCM
8
Basswood Capital Management
New York
$16M +$450K +14,919 +3%
Goldman Sachs
9
Goldman Sachs
New York
$15.7M +$2.31M +76,368 +17%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$13.2M +$332K +11,010 +3%
MCM
11
Maltese Capital Management
New York
$10.2M +$45.3K +1,500 +0.4%
State Street
12
State Street
Massachusetts
$10.2M +$648K +21,453 +7%
AllianceBernstein
13
AllianceBernstein
Tennessee
$8.77M -$357K -11,840 -4%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$6.73M -$304K -10,080 -4%
JAM
15
Jacobs Asset Management
New York
$5.92M -$1.13M -37,500 -16%
Northern Trust
16
Northern Trust
Illinois
$4.71M -$190K -6,278 -4%
CRC
17
Curi RMB Capital
Illinois
$4.57M
MCA
18
Mendon Capital Advisors
Florida
$4.57M
SCA
19
Stieven Capital Advisors
Missouri
$3.86M +$9.06K +300 +0.2%
BCM
20
Bridgeway Capital Management
Texas
$3.48M +$160K +5,294 +5%
EC
21
EJF Capital
Virginia
$3.41M +$224K +7,429 +7%
CAM
22
Cresset Asset Management
Illinois
$3.36M -$2M -66,387 -37%
HA
23
Heartland Advisors
Wisconsin
$3.26M +$305K +10,088 +10%
American Century Companies
24
American Century Companies
Missouri
$3.25M -$1.72M -56,818 -34%
Franklin Resources
25
Franklin Resources
California
$3.24M +$1.16M +38,415 +54%

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.