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MGIC Investment

443 hedge funds and large institutions have $5.72B invested in MGIC Investment in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 166 increasing their positions, 141 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

18% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 141

8% more funds holding

Funds holding: 409443 (+34)

0% less capital invested

Capital invested by funds: $5.73B → $5.72B (-$13.2M)

0.23% less ownership

Funds ownership: 95.42%95.19% (-0.23%)

53% less call options, than puts

Call options by funds: $334K | Put options by funds: $713K

Holders
443
Holders Change
+34
Holders Change %
+8.31%
% of All Funds
5.94%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
74
Increased
166
Reduced
141
Closed
35
Calls
$334K
Puts
$713K
Net Calls
-$379K
Net Calls Change
-$898K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$219K +$92.5K +3,820 +76%
CSP
327
Cary Street Partners
Virginia
$217K -$1.21K -50 -0.6%
CIBC Asset Management
328
CIBC Asset Management
Ontario, Canada
$211K +$206K +8,516 New
EF
329
Empowered Funds
Pennsylvania
$209K -$987K -40,762 -83%
SC
330
Savant Capital
Illinois
$207K -$12.2K -502 -6%
JFGIW
331
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$205K +$200K +8,275 New
Commonwealth Equity Services
332
Commonwealth Equity Services
Massachusetts
$205K -$31.5K -1,300 -14%
PA
333
Parallel Advisors
California
$193K -$8.23K -340 -4%
LC
334
Lindbrook Capital
California
$175K +$164K +6,781 +2,388%
GI
335
GAMMA Investing
California
$150K +$41.3K +1,705 +39%
BTI
336
Blue Trust Inc
Georgia
$142K -$13.8K -569 -9%
SAM
337
Smartleaf Asset Management
Massachusetts
$131K +$124K +5,101 +1,910%
PW
338
Pandora Wealth
Illinois
$121K +$118K +4,865 New
VCM
339
Versant Capital Management
Arizona
$119K +$84.3K +3,482 +262%
QC
340
Quent Capital
New York
$119K +$5.33K +220 +5%
Northwestern Mutual Wealth Management
341
Northwestern Mutual Wealth Management
Wisconsin
$109K -$1.21K -50 -1%
GWM
342
Geneos Wealth Management
Colorado
$108K +$82.6K +3,411 +368%
C
343
Covestor
United Kingdom
$101K +$22.7K +937 +30%
CI Investments Inc
344
CI Investments Inc
Ontario, Canada
$99K -$4.5K -186 -4%
CCM
345
Coldstream Capital Management
Washington
$95.9K +$93.7K +3,869 New
BIG
346
Brooklyn Investment Group
New York
$76.7K +$10.1K +416 +16%
QCG
347
Quadrant Capital Group
Ohio
$74.4K +$5.79K +239 +9%
CIBC Private Wealth Group
348
CIBC Private Wealth Group
Georgia
$71.3K -$12.9K -533 -14%
Fifth Third Bancorp
349
Fifth Third Bancorp
Ohio
$68.1K +$11.2K +461 +20%
UB
350
UMB Bank
Missouri
$65.9K +$24.5K +1,011 +61%

MTG Hedge Fund Activity: Q1 2025 in Review

443 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in MGIC Investment (MTG) for Q1 2025, worth a combined $5.72B — down 0.23% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new MTG positions and 35 closed out — a net gain of 39 holders — while 166 added to existing stakes and 141 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $50.3M. The largest seller was First Trust Advisors, cutting an estimated $268M.

  • 443 institutional investors held MGIC Investment (MTG) as of Q1 2025, up from 409 in Q4 2024.
  • Funds reported $5.72B of MGIC Investment stock for Q1 2025, down 0.23% quarter-over-quarter.
  • 74 funds opened new MGIC Investment positions in Q1 2025 and 35 closed out, a net change of +39 holders.
  • The largest MGIC Investment buyer in Q1 2025 was CAPTRUST Financial Advisors, an estimated $50.3M added.
  • The largest MGIC Investment seller in Q1 2025 was First Trust Advisors, an estimated $268M sold.

Based on aggregated 13F filings for Q1 2025.