Who Owns Fidus Investment Corporation (FDUS)?Hedge Fund & Institutional Holders

$17.85+0.18 (+1.02%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

1.1409781272607518e+257%

QoQ Change in Holders

+12 / -3

Price History

$17.32$18.83$20.34$21.86$23.37Sep 24Jun 25Mar 26

FDUS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Muzinich & Co., Inc.New Position+347K+$6.7B
Sumitomo Mitsui Trust Group, Inc.New Position+213K+$4.1B
MILLENNIUM MANAGEMENT LLCNew Position+248K+$4.0B
NOVARE CAPITAL MANAGEMENT LLCNew Position+205K+$3.0B
Ethos Financial Group, LLCNew Position+138K+$2.7B
TWO SIGMA INVESTMENTS, LPIncreased+162K+$2.5B
Capital Investment Advisory Services, LLCNew Position+100K+$1.9B
D.A. DAVIDSON & CO.New Position+82K+$1.6B
Plan Group Financial, LLCNew Position+80K+$1.5B
Davis Investment Partners, LLCNew Position+77K+$1.5B
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLCNew Position+71K+$1.4B
ROCKLAND TRUST CONew Position+56K+$1.1B
WT Wealth ManagementNew Position+51K+$986.0M
UBS Group AGIncreased+64K+$876.6M
RIVERBRIDGE PARTNERS LLCIncreased+43K+$775.2M

FDUS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Invesco Ltd.Closed Position-498K-$10.1B
RAYMOND JAMES FINANCIAL INCDecreased-40K-$2.7B
NewEdge Advisors, LLCDecreased-15K-$1.8B
Qube Research & Technologies LtdDecreased-11K-$1.7B
MARSHALL WACE, LLPClosed Position-65K-$1.3B
Advisors Asset Management, Inc.Decreased-39K-$1.1B
Trexquant Investment LPClosed Position-50K-$1.0B
TWO SIGMA ADVISERS, LPDecreased-24K-$949.3M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-30K-$632.6M
Brevan Howard Capital Management LPDecreased-13K-$629.9M
LEVEL FOUR ADVISORY SERVICES, LLCDecreased-4K-$628.0M
MERCER GLOBAL ADVISORS INC /ADVDecreased-3K-$609.6M
NATIXISDecreased-25K-$518.7M
MGB Wealth Management, LLCDecreased-20K-$471.9M
NORTHERN TRUST CORPDecreased-2K-$469.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1RAYMOND JAMES FINANCIAL INC429,212$8.0B2.49%Share
2UBS Group AG398,867$7.7B1.25%Share
3Baird Financial Group, Inc.385,598$7.0B10.91%Share
4TWO SIGMA INVESTMENTS, LP382,391$7.0B9.87%Share
5Muzinich & Co., Inc.347,114$6.7B2.11%Share
6RAYMOND JAMES FINANCIAL INC294,026$5.0B1.56%Share
7Sumitomo Mitsui Trust Group, Inc.213,385$4.1B2.42%Share
8Legal & General Group Plc252,442$4.0B0.89%Share
9MILLENNIUM MANAGEMENT LLC247,580$4.0B1.68%Share
10PFG Advisors183,987$3.5B0.17%Share
11FRANKLIN RESOURCES INC184,152$3.0B0.74%Share
12NOVARE CAPITAL MANAGEMENT LLC204,889$3.0B0.22%Share
13Ethos Financial Group, LLC138,173$2.7B0.20%Share
14Advisors Asset Management, Inc.112,724$2.0B33.58%Share
15RIVERBRIDGE PARTNERS LLC101,578$2.0B36.74%Share
16Capital Investment Advisory Services, LLC100,180$1.9B0.14%Share
17D.A. DAVIDSON & CO.81,870$1.6B9.68%Share
18Plan Group Financial, LLC79,689$1.5B0.40%Share
19Davis Investment Partners, LLC76,703$1.5B0.52%Share
20Palogic Value Management, L.P.73,993$1.4B0.60%Share
21Legacy Capital Wealth Partners, LLC72,921$1.4B0.30%Share
22CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC70,546$1.4B0.40%Share
23MGB Wealth Management, LLC61,793$1.2B0.34%Share
24ROCKLAND TRUST CO55,912$1.1B0.04%Share
25Greenland Capital Management LP65,000$1.0B0.11%Share
26IHT Wealth Management, LLC74,606$1.0B0.02%Share
27AMERIPRISE FINANCIAL INC68,692$1.0B0.23%Share
28TWO SIGMA ADVISERS, LP72,013$1.0B1.94%Share
29WT Wealth Management51,113$986.0M0.28%Share
30Sound Income Strategies, LLC38,096$758.0M0.04%Share
31Hennion & Walsh Asset Management, Inc.38,831$749.0M0.03%Share
32UBS Group AG38,643$745.0M0.12%Share
33Haven Private, LLC33,656$649.0M0.28%Share
34Virtus Investment Advisers, LLC33,322$643.0M0.17%Share
35Cornerstone Wealth Management, LLC30,125$581.0M0.03%Share
36TrueMark Investments, LLC30,021$579.0M0.11%Share
37Stratos Wealth Partners, LTD.27,000$521.0M5.89%Share
38EAGLE GLOBAL ADVISORS LLC22,255$429.0M0.02%Share
39Golden State Equity Partners21,957$423.0M0.07%Share
40OXFORD ASSET MANAGEMENT LLP20,239$390.0M0.16%Share
41Accredited Investors Inc.20,000$386.0M0.02%Share
42OPPENHEIMER & CO INC19,489$376.0M5.34%Share
43Monument Capital Management19,039$367.0M0.09%Share
44OAK HARBOR WEALTH PARTNERS, LLC17,981$347.0M0.08%Share
45Koss-Olinger Consulting, LLC15,153$292.0M0.02%Share
46Morey & Quinn Wealth Partners, LLC13,278$256.0M0.18%Share
47Kingstone Capital Partners Texas, LLC10,399$201.0M0.12%Share
48Farther Finance Advisors, LLC7,346$141.0M1.51%Share
49Millstone Evans Group, LLC3,686$71.0M0.04%Share
50MeadowBrook Investment Advisors LLC3,090$59.0M0.05%Share

FDUS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025147$96.9B+65
Q3 202582$104.1B-23
Q2 2025105$133.3B-14
Q1 2025119$152.9B+18
Q4 2024101$401.6B+19
Q3 202482$8.7T-3
Q2 202485$6.2T+7
Q1 202478$356.7T—

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As of Q4 2025, 50 institutional investors hold FDUS (Fidus Investment Corporation). The largest holder is RAYMOND JAMES FINANCIAL INC with $8.0B in shares. This quarter, 12 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own FDUS?

As of Q4 2025, 50 institutional investors report holding FDUS (Fidus Investment Corporation) in their 13F filings.

Who is the largest institutional holder of FDUS?

The largest institutional holder of FDUS is RAYMOND JAMES FINANCIAL INC with $8.0B in shares.

Is institutional ownership of FDUS increasing or decreasing?

This quarter, 12 institutions opened new positions in FDUS and 3 closed their positions.