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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
PS
451
Principal Securities
Iowa
$7.01K
FFO
452
Fortitude Family Office
Arizona
$6.55K -$1.91K -70 -23%
SA
453
Strategic Advocates
Utah
$6.21K +$5.97K +219 New
FMII
454
Farmers & Merchants Investments Inc
Nebraska
$5.96K +$136 +5 +2%
SS
455
Sunbelt Securities
Texas
$5.76K +$5.53K +203 New
GIA
456
GHP Investment Advisors
Colorado
$5.11K
CAL
457
Capital Advisors Ltd
Ohio
$5K +$1.2K +44 +38%
AA
458
Ancora Advisors
Ohio
$4.65K
CTC
459
Central Trust Company
Missouri
$4.57K
PTC
460
Private Trust Company
Ohio
$4.43K -$409 -15 -9%
BHWM
461
Beaird Harris Wealth Management
Texas
$4.03K +$409 +15 +12%
GBT
462
Grove Bank & Trust
Florida
$3.97K
NWM
463
Nova Wealth Management
Florida
$3.96K
CFO
464
CVA Family Office
Colorado
$3.94K
MG
465
Mather Group
Illinois
$3.92K +$3.76K +138 New
LI
466
LRI Investments
Florida
$3.69K
CSPIA
467
Cary Street Partners Investment Advisory
Virginia
$3.55K -$518 -19 -13%
Kayne Anderson Rudnick Investment Management
468
Kayne Anderson Rudnick Investment Management
California
$3.2K
MPWT
469
MassMutual Private Wealth & Trust
Connecticut
$2.69K -$109 -4 -4%
PSFG
470
Park Square Financial Group
Georgia
$2.55K -$2.78K -102 -53%
DPW
471
DiNuzzo Private Wealth
Pennsylvania
$2.48K
PWMG
472
Prestige Wealth Management Group
New Jersey
$2.47K
AW
473
Avion Wealth
Texas
$2K +$545 +20 +28%
CCM
474
Cloud Capital Management
Washington
$2K +$2.45K +90 New
TFA
475
Transamerica Financial Advisors
Florida
$1.96K +$1.88K +69 New

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.