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MGIC Investment

502 hedge funds and large institutions have $6.2B invested in MGIC Investment in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 174 increasing their positions, 173 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 38

7% more funds holding

Funds holding: 468502 (+34)

1% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 173

4% less capital invested

Capital invested by funds: $6.43B → $6.2B (-$238M)

2.65% less ownership

Funds ownership: 97.36%94.71% (-2.7%)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

64% less call options, than puts

Call options by funds: $1.46M | Put options by funds: $4.1M

Holders
502
Holders Change
+34
Holders Change %
+7.26%
% of All Funds
6.59%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
77
Increased
174
Reduced
173
Closed
38
Calls
$1.46M
Puts
$4.1M
Net Calls
-$2.64M
Net Calls Change
-$5.11M
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
426
Newbridge Financial Services Group
Florida
$28.4K +$27.3K +1,000 New
ABWM
427
Alpine Bank Wealth Management
Colorado
$28K +$26.9K +986 New
Jones Financial Companies
428
Jones Financial Companies
Missouri
$27K -$1.2K -44 -4%
WAM
429
WFA Asset Management
Wisconsin
$25.6K
WA
430
WPG Advisers
Maryland
$25K
PWMG
431
Private Wealth Management Group
New Jersey
$21.1K
SIC
432
SJS Investment Consulting
Ohio
$18.3K +$16.2K +594 +1,165%
BIA
433
Bell Investment Advisors
California
$16.5K -$8.48K -311 -35%
TCM
434
TD Capital Management
Tennessee
$15.2K
AAS
435
Ameritas Advisory Services
Nebraska
$14.8K -$1.88K -69 -12%
Optiver Holding
436
Optiver Holding
Netherlands
$14K +$13.4K +493 New
CPG
437
Cornerstone Planning Group
New Jersey
$12.5K +$164 +6 +1%
JWM
438
JPL Wealth Management
Colorado
$11.9K +$11.4K +420 New
Nisa Investment Advisors
439
Nisa Investment Advisors
Missouri
$10.6K
JWA
440
JFS Wealth Advisors
Pennsylvania
$9.9K
SL
441
Salomon & Ludwin
Virginia
$9.74K +$9.65K +354 New
LWMI
442
Legacy Wealth Management (Idaho)
Idaho
$9.73K
RDFA
443
Ritter Daniher Financial Advisory
Ohio
$8.99K +$8.64K +317 New
PFBT
444
Parkside Financial Bank & Trust
Missouri
$8.8K
MWA
445
Medallion Wealth Advisors
Connecticut
$8.51K
CIAM
446
Caitong International Asset Management
Hong Kong
$8.17K +$7.85K +288 New
WA
447
Westfuller Advisors
New York
$7.68K +$7.39K +271 New
SPIA
448
Steward Partners Investment Advisory
New York
$7.63K -$1.36K -50 -16%
DWM
449
Dogwood Wealth Management
Kansas
$7.18K -$2.1K -77 -23%
KFI
450
Key Financial Inc
Pennsylvania
$7.17K

MTG Hedge Fund Activity: Q3 2025 in Review

502 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in MGIC Investment (MTG) for Q3 2025, worth a combined $6.2B — down 3.7% from $6.43B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new MTG positions and 38 closed out — a net gain of 39 holders — while 174 added to existing stakes and 173 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $68.5M. The largest seller was Wellington Management Group, cutting an estimated $97.9M.

  • 502 institutional investors held MGIC Investment (MTG) as of Q3 2025, up from 468 in Q2 2025.
  • Funds reported $6.2B of MGIC Investment stock for Q3 2025, down 3.7% quarter-over-quarter.
  • 77 funds opened new MGIC Investment positions in Q3 2025 and 38 closed out, a net change of +39 holders.
  • The largest MGIC Investment buyer in Q3 2025 was AQR Capital Management, an estimated $68.5M added.
  • The largest MGIC Investment seller in Q3 2025 was Wellington Management Group, an estimated $97.9M sold.

Based on aggregated 13F filings for Q3 2025.