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MidWestOne Financial Group
MOFG

Overview Fund Activity

122 hedge funds and large institutions have $489M invested in MidWestOne Financial Group in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 54 increasing their positions, 24 reducing their positions, and 16 closing their positions.

Holders
122
Holders Change
+7
Holders Change %
+6.09%
% 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
24
Increased
54
Reduced
24
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$35M
2
State Street
2
State Street
Massachusetts
$13.9M
3
NL
3
Nuveen LLC
North Carolina
$5.26M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$29.2M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.98M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$3.07M
2
EC
2
EJF Capital
Virginia
$0
3
American Century Companies
3
American Century Companies
Missouri
$1.01M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$0
5
JAM
5
Jacobs Asset Management
New York
$4.32M
Name Market Value Shares Shares
Change 		Shares
Change %
MFG
1
MidWestOne Financial Group
Iowa
$117M 4,057,200 -2,587 -0.1%
BlackRock
2
BlackRock
New York
$43.9M 1,524,222 -42,676 -3%
Jennison Associates
3
Jennison Associates
New York
$40.2M 1,395,623 +60,026 +4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$35M 1,215,494 +175,387 +17%
Vanguard Group
5
Vanguard Group
Pennsylvania
$29.2M 1,015,037 +87,423 +9%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$23.5M 816,563 +4,936 +0.6%
FCM
7
FJ Capital Management
Virginia
$22M 766,202 +18,746 +3%
Goldman Sachs
8
Goldman Sachs
New York
$16.1M 558,617 +26,893 +5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$14.5M 502,898 +58,709 +13%
State Street
10
State Street
Massachusetts
$13.9M 483,026 +139,278 +41%
MCM
11
Maltese Capital Management
New York
$9.9M 344,101 – –
AllianceBernstein
12
AllianceBernstein
Tennessee
$7.25M 251,944 -44,206 -15%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$6.42M 223,310 -3,980 -2%
NL
14
Nuveen LLC
North Carolina
$5.26M 182,920 +119,693 +189%
CRC
15
Curi RMB Capital
Illinois
$4.81M 167,032 +12,748 +8%
MCA
16
Mendon Capital Advisors
Florida
$4.78M 166,232 +11,948 +8%
Northern Trust
17
Northern Trust
Illinois
$4.67M 162,478 +3,482 +2%
Morgan Stanley
18
Morgan Stanley
New York
$4.4M 152,886 +67,004 +78%
JAM
19
Jacobs Asset Management
New York
$4.32M 150,000 -50,000 -25%
HA
20
Heartland Advisors
Wisconsin
$4.05M 140,616 +30,528 +28%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$3.98M 138,212 +76,966 +126%
SCA
22
Stieven Capital Advisors
Missouri
$3.75M 130,400 +100 +0.1%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$3.6M 125,073 +31,867 +34%
BCM
24
Bridgeway Capital Management
Texas
$3.58M 124,338 +6,647 +6%
Franklin Resources
25
Franklin Resources
California
$3.33M 115,903 +6,500 +6%
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