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MGIC Investment

526 hedge funds and large institutions have $6.43B invested in MGIC Investment in 2025 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 202 increasing their positions, 164 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 46

23% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 164

5% more funds holding

Funds holding: 502526 (+24)

3.78% more ownership

Funds ownership: 94.71%98.49% (+3.8%)

4% more capital invested

Capital invested by funds: $6.2B → $6.43B (+$239M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

31% less call options, than puts

Call options by funds: $2.03M | Put options by funds: $2.96M

Holders
526
Holders Change
+24
Holders Change %
+4.78%
% of All Funds
6.4%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
83
Increased
202
Reduced
164
Closed
46
Calls
$2.03M
Puts
$2.96M
Net Calls
-$928K
Net Calls Change
+$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
476
Capital Advisors Ltd
Ohio
$4K -$983 -35 -22%
FHA
477
Flagship Harbor Advisors
Massachusetts
$3.94K +$3.79K +135 New
LI
478
LRI Investments
Florida
$3.8K
GTAM
479
Global Trust Asset Management
Florida
$3.36K +$3.23K +115 New
Kayne Anderson Rudnick Investment Management
480
Kayne Anderson Rudnick Investment Management
California
$3.3K
WIM
481
Westside Investment Management
California
$3.27K +$3.15K +112 New
OC
482
Optima Capital
Oregon
$3.19K +$3.06K +109 New
PTC
483
Private Trust Company
Ohio
$2.95K -$1.54K -55 -35%
CFM
484
Cornerstone Financial Management
Massachusetts
$2.92K +$2.81K +100 New
SWM
485
Spire Wealth Management
Virginia
$2.9K +$2.78K +99 New
MPWT
486
MassMutual Private Wealth & Trust
Connecticut
$2.78K
MHR
487
Matthew Hamilton Rosenberg
$2.66K +$2.56K +91 New
DPW
488
DiNuzzo Private Wealth
Pennsylvania
$2.6K
PWPS
489
Pinnacle Wealth Planning Services
Ohio
$2.6K +$2.5K +89 New
PWMG
490
Prestige Wealth Management Group
New Jersey
$2.54K
AFC
491
Ares Financial Consulting
California
$2.37K +$2.27K +81 New
AW
492
Avion Wealth
Texas
$2K
TFA
493
Transamerica Financial Advisors
Florida
$1.9K -$112 -4 -6%
RF
494
Rossby Financial
Florida
$1.9K
NRG
495
Nemes Rush Group
Michigan
$1.87K +$1.8K +64 New
AGWCA
496
Annis Gardner Whiting Capital Advisors
Florida
$1.84K
ECA
497
Elevated Capital Advisors
Utah
$1.81K +$1.74K +62 New
RWM
498
Rialto Wealth Management
New York
$1.64K +$112 +4 +8%
FCAS
499
First Command Advisory Services
Texas
$1.37K
PMAM
500
Picton Mahoney Asset Management
Ontario, Canada
$1.34K -$1.01M -35,955 -100%