MOFG icon

MidWestOne Financial Group
MOFG

Overview Fund Activity

123 hedge funds and large institutions have $490M invested in MidWestOne Financial Group in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
123
Holders Change
+8
Holders Change %
+6.96%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
24
Increased
55
Reduced
24
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$5.05M
2
State Street
State Street
Massachusetts
+$4.01M
3
NL
Nuveen LLC
North Carolina
+$3.44M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.52M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.21M

Top Sellers

1
BCM
Basswood Capital Management
New York
-$12.5M
2
EC
EJF Capital
Virginia
-$3.41M
3
American Century Companies
American Century Companies
Missouri
-$2.14M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$1.87M
5
JAM
Jacobs Asset Management
New York
-$1.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nisa Investment Advisors
101
Nisa Investment Advisors
Missouri
$11.8K +$11.1K +385 +1,481%
EWA
102
EverSource Wealth Advisors
Alabama
$11.6K +$11.6K +402 New
S
103
SignatureFD
Georgia
$10.5K +$4.72K +164 +82%
US Bancorp
104
US Bancorp
Minnesota
$9.78K – – –
PWAM
105
Private Wealth Asset Management
Iowa
$8.63K – – –
Osaic Holdings
106
Osaic Holdings
Arizona
$6.04K +$6.04K +210 New
RWM
107
RMG Wealth Management
Wisconsin
$5.98K +$5.98K +200 New
AF
108
Allworth Financial
California
$5.38K +$3.83K +133 +246%
LFG
109
Larson Financial Group
Missouri
$4.17K +$4.17K +145 New
GI
110
GAMMA Investing
California
$4.14K -$17.1K -593 -80%
IA
111
IFP Advisors
Florida
$3.42K +$3.42K +37 New
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$2.19K – – –
CA
113
Clearstead Advisors
Ohio
$2.04K +$2.04K +71 New
RIL
114
Rothschild Investment LLC
Illinois
$1.87K +$432 +15 +30%
GWM
115
Geneos Wealth Management
Colorado
$1.84K -$1.84K -64 -50%
MCM
116
MAI Capital Management
Ohio
$1.55K +$1.55K +54 New
AAP
117
Arax Advisory Partners
Colorado
$1.04K -$1.67K -58 -62%
TWD
118
True Wealth Design
Ohio
$749 +$749 +26 New
MPWT
119
MassMutual Private Wealth & Trust
Connecticut
$518 – – –
SAM
120
Smartleaf Asset Management
Massachusetts
$489 – – –
Russell Investments Group
121
Russell Investments Group
United Kingdom
$403 – – –
HNB
122
Huntington National Bank
Ohio
$29 -$464 -16 -94%
EC
123
EJF Capital
Virginia
– -$3.41M -115,207 Closed
Adage Capital Partners
124
Adage Capital Partners
Massachusetts
– -$1.87M -63,273 Closed
KCM
125
Kennedy Capital Management
Missouri
– -$1.09M -36,907 Closed
2 3 4
5
6