MOFG icon

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 %
EWA
101
EverSource Wealth Advisors
Alabama
$11.6K 402 +402 New
S
102
SignatureFD
Georgia
$10.5K 365 +164 +82%
US Bancorp
103
US Bancorp
Minnesota
$9.78K 340 – –
PWAM
104
Private Wealth Asset Management
Iowa
$8.63K 300 – –
Osaic Holdings
105
Osaic Holdings
Arizona
$6.04K 210 +210 New
RWM
106
RMG Wealth Management
Wisconsin
$5.98K 200 +200 New
AF
107
Allworth Financial
California
$5.38K 187 +133 +246%
LFG
108
Larson Financial Group
Missouri
$4.17K 145 +145 New
GI
109
GAMMA Investing
California
$4.14K 144 -593 -80%
IA
110
IFP Advisors
Florida
$3.42K 37 +37 New
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$2.19K 76 – –
CA
112
Clearstead Advisors
Ohio
$2.04K 71 +71 New
RIL
113
Rothschild Investment LLC
Illinois
$1.87K 65 +15 +30%
GWM
114
Geneos Wealth Management
Colorado
$1.84K 64 -64 -50%
MCM
115
MAI Capital Management
Ohio
$1.55K 54 +54 New
AAP
116
Arax Advisory Partners
Colorado
$1.04K 36 -58 -62%
TWD
117
True Wealth Design
Ohio
$749 26 +26 New
MPWT
118
MassMutual Private Wealth & Trust
Connecticut
$518 18 – –
SAM
119
Smartleaf Asset Management
Massachusetts
$489 17 – –
Russell Investments Group
120
Russell Investments Group
United Kingdom
$403 14 – –
HNB
121
Huntington National Bank
Ohio
$29 1 -16 -94%
EC
122
EJF Capital
Virginia
– – -115,207 Closed
Adage Capital Partners
123
Adage Capital Partners
Massachusetts
– – -63,273 Closed
KCM
124
Kennedy Capital Management
Missouri
– – -36,907 Closed
EMFAT
125
Emerald Mutual Fund Advisers Trust
Pennsylvania
– – -25,000 Closed
2 3 4
5
6