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MOFG

MidWestOne Financial Group
MOFG

Delisted

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

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123 hedge funds and large institutions have $480M invested in MidWestOne Financial Group in 2025 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 44 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

0.52% more ownership

Funds ownership: 81.36% → 81.88% (+0.52%)

2% less capital invested

Capital invested by funds: $487M → $480M (-$7.63M)

4% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 46

2% less funds holding

Funds holding: 125 → 123 (-2)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
123
Holders Change
-2
Holders Change %
-1.6%
% of All Funds
1.61%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
44
Reduced
46
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$4.92M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.05M
3
Millennium Management
Millennium Management
New York
+$3.76M
4
Charles Schwab
Charles Schwab
California
+$3M
5
FL
Fourthstone LLC
Missouri
+$2.58M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$6.9M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$6.42M
3
Nuveen
Nuveen
North Carolina
-$4.5M
4
First Trust Advisors
First Trust Advisors
Illinois
-$1.86M
5
TI
Trexquant Investment
Connecticut
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1
MidWestOne Financial Group
Iowa
$115M -$30.2K -1,034 -0%
Jennison Associates
2
Jennison Associates
New York
$40.5M +$1M +34,388 +2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$38.3M +$4.05M +139,033 +11%
BlackRock
4
BlackRock
New York
$36.4M -$6.9M -236,769 -16%
Vanguard Group
5
Vanguard Group
Pennsylvania
$29.1M +$439K +15,065 +1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$22.6M -$550K -18,861 -2%
FCM
7
FJ Capital Management
Virginia
$22.5M +$895K +30,681 +4%
Goldman Sachs
8
Goldman Sachs
New York
$16.5M +$746K +25,584 +5%
State Street
9
State Street
Massachusetts
$14.6M +$990K +33,952 +7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$13.3M -$948K -32,505 -6%
MCM
11
Maltese Capital Management
New York
$10.3M +$563K +19,301 +6%
AllianceBernstein
12
AllianceBernstein
Tennessee
$7.12M -$9.51K -326 -0.1%
Millennium Management
13
Millennium Management
New York
$5.59M +$3.76M +128,845 +188%
HA
14
Heartland Advisors
Wisconsin
$4.97M +$1.02M +35,000 +25%
Adage Capital Partners
15
Adage Capital Partners
Massachusetts
$4.77M +$4.92M +168,644 New
Charles Schwab
16
Charles Schwab
California
$4.64M +$3M +102,774 +168%
JAM
17
Jacobs Asset Management
New York
$4.44M +$198K +6,787 +5%
SCA
18
Stieven Capital Advisors
Missouri
$4.4M +$735K +25,200 +19%
Two Sigma Investments
19
Two Sigma Investments
New York
$4.4M +$1.57M +53,708 +53%
Morgan Stanley
20
Morgan Stanley
New York
$4.34M +$15.8K +542 +0.4%
CRC
21
Curi RMB Capital
Illinois
$4.27M -$473K -16,232 -10%
MCA
22
Mendon Capital Advisors
Florida
$4.24M -$473K -16,232 -10%
Northern Trust
23
Northern Trust
Illinois
$4.11M -$504K -17,275 -11%
JP Morgan Chase
24
JP Morgan Chase
New York
$4.01M +$101K +3,459 +3%
BCM
25
Bridgeway Capital Management
Texas
$3.79M +$279K +9,584 +8%
1
2 3 4 5

MOFG Hedge Fund Activity: Q3 2025 in Review

123 of the 7,631 institutional investors tracked by Wall St. Rank reported a position in MidWestOne Financial Group (MOFG) for Q3 2025, worth a combined $480M — down 1.6% from $487M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of MOFG and 11 opened new positions — a net loss of 2 holders — while 46 trimmed existing stakes and 44 added.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $4.92M. The largest seller was BlackRock, cutting an estimated $6.9M.

  • 123 institutional investors held MidWestOne Financial Group (MOFG) as of Q3 2025, down from 125 in Q2 2025.
  • Funds reported $480M of MidWestOne Financial Group stock for Q3 2025, down 1.6% quarter-over-quarter.
  • 11 funds opened new MidWestOne Financial Group positions in Q3 2025 and 13 closed out, a net change of -2 holders.
  • The largest MidWestOne Financial Group buyer in Q3 2025 was Adage Capital Partners, an estimated $4.92M added.
  • The largest MidWestOne Financial Group seller in Q3 2025 was BlackRock, an estimated $6.9M sold.

Based on aggregated 13F filings for Q3 2025.