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

Top Sellers

1
BCM
Basswood Capital Management
New York
$3.07M
2
EC
EJF Capital
Virginia
$0
3
American Century Companies
American Century Companies
Missouri
$1.01M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
5
JAM
Jacobs Asset Management
New York
$4.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
1
MidWestOne Financial Group
Iowa
$117M -$74.4K -2,587 -0.1%
BlackRock
2
BlackRock
New York
$43.9M -$1.23M -42,676 -3%
Jennison Associates
3
Jennison Associates
New York
$40.2M +$1.73M +60,026 +4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$35M +$5.05M +175,387 +17%
Vanguard Group
5
Vanguard Group
Pennsylvania
$29.2M +$2.52M +87,423 +9%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$23.5M +$142K +4,936 +0.6%
FCM
7
FJ Capital Management
Virginia
$22M +$539K +18,746 +3%
Goldman Sachs
8
Goldman Sachs
New York
$16.1M +$774K +26,893 +5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$14.5M +$1.69M +58,709 +13%
State Street
10
State Street
Massachusetts
$13.9M +$4.01M +139,278 +41%
MCM
11
Maltese Capital Management
New York
$9.9M – – –
AllianceBernstein
12
AllianceBernstein
Tennessee
$7.25M -$1.27M -44,206 -15%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$6.42M -$115K -3,980 -2%
NL
14
Nuveen LLC
North Carolina
$5.26M +$3.44M +119,693 +189%
CRC
15
Curi RMB Capital
Illinois
$4.81M +$367K +12,748 +8%
MCA
16
Mendon Capital Advisors
Florida
$4.78M +$344K +11,948 +8%
Northern Trust
17
Northern Trust
Illinois
$4.67M +$100K +3,482 +2%
Morgan Stanley
18
Morgan Stanley
New York
$4.4M +$1.93M +67,004 +78%
JAM
19
Jacobs Asset Management
New York
$4.32M -$1.44M -50,000 -25%
HA
20
Heartland Advisors
Wisconsin
$4.05M +$878K +30,528 +28%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$3.98M +$2.21M +76,966 +126%
SCA
22
Stieven Capital Advisors
Missouri
$3.75M +$2.88K +100 +0.1%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$3.6M +$917K +31,867 +34%
BCM
24
Bridgeway Capital Management
Texas
$3.58M +$191K +6,647 +6%
Franklin Resources
25
Franklin Resources
California
$3.33M +$187K +6,500 +6%
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