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MOFG

MidWestOne Financial Group
MOFG

Delisted

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

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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
MFG
1
MidWestOne Financial Group
Iowa
$117M -$73K -2,587 -0.1%
BlackRock
2
BlackRock
New York
$43.9M -$1.2M -42,676 -3%
Jennison Associates
3
Jennison Associates
New York
$40.2M +$1.69M +60,026 +4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$35M +$4.95M +175,387 +17%
Vanguard Group
5
Vanguard Group
Pennsylvania
$29.2M +$2.47M +87,423 +9%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$23.5M +$139K +4,936 +0.6%
FCM
7
FJ Capital Management
Virginia
$22M +$529K +18,746 +3%
Goldman Sachs
8
Goldman Sachs
New York
$16.1M +$759K +26,893 +5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$14.5M +$1.66M +58,709 +13%
State Street
10
State Street
Massachusetts
$13.9M +$3.93M +139,278 +41%
MCM
11
Maltese Capital Management
New York
$9.9M – – –
AllianceBernstein
12
AllianceBernstein
Tennessee
$7.25M -$1.25M -44,206 -15%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$6.42M -$112K -3,980 -2%
Nuveen
14
Nuveen
North Carolina
$5.26M +$3.38M +119,693 +189%
CRC
15
Curi RMB Capital
Illinois
$4.81M +$360K +12,748 +8%
MCA
16
Mendon Capital Advisors
Florida
$4.78M +$337K +11,948 +8%
Northern Trust
17
Northern Trust
Illinois
$4.67M +$98.3K +3,482 +2%
Morgan Stanley
18
Morgan Stanley
New York
$4.4M +$1.89M +67,004 +78%
JAM
19
Jacobs Asset Management
New York
$4.32M -$1.41M -50,000 -25%
HA
20
Heartland Advisors
Wisconsin
$4.05M +$862K +30,528 +28%
JP Morgan Chase
21
JP Morgan Chase
New York
$3.98M +$2.17M +76,966 +126%
SCA
22
Stieven Capital Advisors
Missouri
$3.75M +$2.82K +100 +0.1%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$3.6M +$900K +31,867 +34%
BCM
24
Bridgeway Capital Management
Texas
$3.58M +$188K +6,647 +6%
Franklin Resources
25
Franklin Resources
California
$3.33M +$184K +6,500 +6%
1
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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.