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Fidus Investment (FDUS) Institutional Ownership

Fidus Investment logo
$18.90 -0.18 (-0.94%)
As of 04/30/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Fidus Investment (NASDAQ:FDUS)

Current
Institutional Ownership
Percentage
28.14%
Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$77.50M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$16.47M
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FDUS Institutional Buying and Selling by Quarter

Fidus Investment Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/30/2025MeadowBrook Investment Advisors LLC1,500$31K0.0%-41.5%0.004%
4/30/2025Stratos Wealth Partners LTD.16,200$330K0.0%+28.8%0.047%
4/29/2025 Envestnet Asset Management Inc.324,277$6.61M0.0%+7.8%0.934%
4/29/2025 Hexagon Capital Partners LLC3,615$74K0.0%-88.7%0.010%
4/29/2025 Capital Investment Advisory Services LLC74,163$1.51M0.1%+13.0%0.214%
4/28/2025 D.A. Davidson & CO.44,727$912K0.0%+42.5%0.129%
4/25/2025 Sumitomo Mitsui Trust Group Inc.90,486$1.85M0.0%+11.3%0.261%
4/22/2025 TrueMark Investments LLC11,462$234K0.1%-85.3%0.033%
4/21/2025 ORG Partners LLC1,416$29K0.0%N/A0.004%
4/21/2025 Riverbridge Partners LLC37,505$765K0.0%+10.1%0.108%
4/18/2025 Cornerstone Wealth Management LLC25,208$514K0.0%+17.7%0.073%
4/17/2025 Columbus Macro LLC287,622$5.87M0.8%+7.8%0.828%
4/16/2025 Wealth Enhancement Advisory Services LLC18,045$368K0.0%+36.0%0.052%
4/16/2025 GraniteShares Advisors LLC124,249$2.53M1.6%+6.5%0.358%
4/15/2025 Davis Investment Partners LLC81,653$1.67M0.7%-7.5%0.241%
4/15/2025 Capital Advisory Group Advisory Services LLC76,109$1.55M0.6%-1.4%0.224%
3/17/2025 Wealth Enhancement Advisory Services LLC13,267$279K0.0%+8.2%0.039%
3/12/2025Palogic Value Management L.P.63,822$1.34M0.0%+11.9%0.188%
2/17/2025Two Sigma Advisers LP219,713$4.62M0.0%-36.7%0.648%
2/17/2025Two Sigma Investments LP214,905$4.52M0.0%-32.0%0.634%
2/17/2025Cetera Investment Advisers303,421$6.38M0.0%+18.8%0.895%
2/17/2025Baird Financial Group Inc.193,707$4.07M0.0%N/A0.571%
2/17/2025Ameriprise Financial Inc.96,101$2.02M0.0%+8.7%0.283%
2/14/2025Northern Trust Corp21,255$447K0.0%+17.5%0.063%
2/14/2025Virtus ETF Advisers LLC40,163$844K0.3%+7.5%0.118%
2/14/2025IHT Wealth Management LLC60,357$1.27M0.0%+9.9%0.178%
2/14/2025Stifel Financial Corp18,330$385K0.0%-2.7%0.054%
2/14/2025Transce3nd LLC1,544$32K0.0%N/A0.005%
2/13/2025CANADA LIFE ASSURANCE Co26,331$553K0.0%-2.1%0.078%
2/13/2025Advisory Research Inc.10,229$215K0.0%-4.4%0.030%
2/13/2025NewEdge Advisors LLC121,210$2.55M0.0%-10.2%0.357%
2/13/2025Raymond James Financial Inc.977,123$20.54M0.0%N/A2.881%
2/13/2025Greenland Capital Management LP37,500$788K0.1%+150.0%0.111%
2/13/2025Legal & General Group Plc219,527$4.62M0.0%-2.3%0.647%
2/13/2025Invesco Ltd.540,466$11.36M0.0%-10.7%1.593%
2/13/2025 Envestnet Asset Management Inc.300,799$6.32M0.0%+20.2%0.887%
2/13/2025Wells Fargo & Company MN18,309$385K0.0%+32.6%0.054%
2/12/2025Trexquant Investment LP84,027$1.77M0.0%-28.1%0.248%
2/12/2025Franklin Resources Inc.123,301$2.59M0.0%+5.9%0.364%
2/12/2025Level Four Advisory Services LLC35,314$742K0.0%-3.7%0.104%
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2/12/2025Blair William & Co. IL9,883$208K0.0%N/A0.029%
2/12/2025 TrueMark Investments LLC77,795$1.64M0.5%N/A0.229%
2/12/2025 Morey & Quinn Wealth Partners LLC14,778$311K0.3%N/A0.044%
2/11/2025LPL Financial LLC79,515$1.67M0.0%+3.4%0.234%
2/11/2025Optimum Investment Advisors18,755$394K0.2%+8.3%0.055%
2/11/2025Millstone Evans Group LLC3,686$77K0.1%N/A0.011%
2/11/2025Palogic Value Management L.P.63,822$1.34M0.5%+11.9%0.188%
2/10/2025Advisors Asset Management Inc.206,597$4.34M0.1%-0.8%0.609%
2/7/2025PFG Advisors183,047$3.85M0.2%+1.0%0.540%
2/7/2025HighTower Advisors LLC87,985$1.85M0.0%+164.5%0.259%
2/7/2025Oak Harbor Wealth Partners LLC17,981$378K0.1%-14.3%0.053%
2/7/2025PNC Financial Services Group Inc.26,090$548K0.0%+3,378.7%0.077%
2/6/2025Raymond James Financial Inc.977,123$20.54M0.0%N/A2.881%
2/6/2025Promus Capital LLC2,023$43K0.0%N/A0.006%
2/5/2025 Sage Investment Counsel LLC12,053$253K0.3%N/A0.036%
2/5/2025Muzinich & Co. Inc.82,955$1.74M1.1%+14.2%0.245%
2/5/2025 Oppenheimer & Co. Inc.19,269$405K0.0%+22.7%0.057%
2/5/2025WT Wealth Management55,439$1.17M0.4%-3.8%0.163%
2/4/2025Y Intercept Hong Kong Ltd12,251$258K0.0%-21.7%0.036%
2/3/2025 Capital Advisory Group Advisory Services LLC77,177$1.62M0.6%+22.9%0.228%
2/3/2025Private Advisor Group LLC9,679$203K0.0%N/A0.029%
1/31/2025Plan Group Financial LLC15,875$334K0.2%N/A0.047%
1/31/2025 D.A. Davidson & CO.31,383$660K0.0%+16.7%0.093%
1/31/2025 Truist Financial Corp47,820$1.01M0.0%+2.7%0.141%
1/30/2025Legacy Capital Wealth Partners LLC70,897$1.49M0.3%-5.1%0.209%
1/29/2025Van ECK Associates Corp819,011$17.22M0.0%+1.2%2.415%
1/29/2025MeadowBrook Investment Advisors LLC2,565$54K0.0%-15.6%0.008%
1/28/2025 Sumitomo Mitsui Trust Group Inc.81,320$1.71M0.0%+14.5%0.240%
1/24/2025 Columbus Macro LLC266,895$5.61M0.8%N/A0.787%
1/23/2025 Capital Investment Advisory Services LLC65,631$1.38M0.1%+12.2%0.193%
1/21/2025 Cornerstone Wealth Management LLC21,426$450K0.0%+10.2%0.063%
1/17/2025 Riverbridge Partners LLC34,071$716K0.0%N/A0.100%
1/17/2025 Janney Montgomery Scott LLC10,129$213K0.0%-5.6%0.030%
1/15/2025 Hennion & Walsh Asset Management Inc.44,422$934K0.0%+27.4%0.131%
1/13/2025 Davis Investment Partners LLC88,263$1.85M0.8%-2.2%0.260%
1/13/2025 Fiduciary Alliance LLC13,025$274K0.0%N/A0.038%
11/27/2024Franklin Resources Inc.116,472$2.27M0.0%+37.0%0.343%
11/19/2024McIlrath & Eck LLC3,025$59K0.0%N/A0.009%
11/15/2024Y Intercept Hong Kong Ltd15,655$307K0.0%-65.8%0.046%
11/15/2024IHT Wealth Management LLC54,921$1.08M0.0%+5.5%0.162%
11/15/2024Paloma Partners Management Co13,664$268K0.0%N/A0.040%
11/13/2024 D.A. Davidson & CO.26,898$527K0.0%+4.0%0.079%
11/12/2024Raymond James Trust N.A.42,845$840K0.0%-24.0%0.126%
11/8/2024Advisors Asset Management Inc.208,166$4.08M0.1%+9.4%0.614%
11/6/2024Muzinich & Co. Inc.72,643$1.42M1.0%+7.9%0.219%
11/5/2024 Sumitomo Mitsui Trust Group Inc.71,008$1.39M0.0%+8.1%0.214%
11/4/2024Legacy Capital Wealth Partners LLC74,719$1.46M0.2%-4.3%0.225%
10/29/2024Van ECK Associates Corp809,411$15.81M0.0%+11.5%2.565%
10/29/2024 Farther Finance Advisors LLC7,467$146K0.0%+23.6%0.024%
10/24/2024 Wealth Enhancement Advisory Services LLC12,267$240K0.0%-4.7%0.039%
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10/23/2024 Grimes & Company Inc.18,582$364K0.0%+17.3%0.059%
10/23/2024 Hennion & Walsh Asset Management Inc.34,863$683K0.0%N/A0.110%
10/22/2024WT Wealth Management57,639$1.13M0.3%-3.8%0.183%
10/18/2024Raymond James & Associates547,181$10.73M0.0%-1.8%1.734%
10/16/2024Optimum Investment Advisors17,325$340K0.1%+24.6%0.055%
10/16/2024 Cornerstone Wealth Management LLC19,437$381K0.0%+10.4%0.062%
10/15/2024PFG Advisors181,172$3.55M0.2%+1.6%0.574%
10/10/2024 Sound Income Strategies LLC5,033$99K0.0%-34.7%0.016%
8/22/2024Cetera Investment Advisers233,826$4.56M0.0%+18.1%0.741%
8/21/2024 Truist Financial Corp44,160$860K0.0%-7.4%0.140%
(Data available from 1/1/2016 forward)

FDUS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDUS shares?

During the previous two years, 102 institutional investors and hedge funds held shares of Fidus Investment. The most heavily invested institutionals were Raymond James Financial Inc. ($20.54M), Van ECK Associates Corp ($17.22M), Melia Wealth LLC ($13.53M), Invesco Ltd. ($11.36M), Raymond James & Associates ($10.73M), Raymond James Financial Services Advisors Inc. ($8.54M), and Envestnet Asset Management Inc. ($6.61M).Learn more on FDUS's institutional investors.

What percentage of Fidus Investment stock is owned by institutional investors?

28.14% of Fidus Investment stock is owned by institutional investors. Learn more on FDUS's institutional investor holdings.

Which institutional investors have been buying Fidus Investment stock?

Of the 83 institutional investors that purchased Fidus Investment stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.95M), Melia Wealth LLC ($687.25K), Van ECK Associates Corp ($502.39K), Columbus Macro LLC ($287.62K), Acadian Asset Management LLC ($242.95K), Baird Financial Group Inc. ($193.71K), and Legacy Capital Wealth Partners LLC ($160.26K).

How much institutional buying is happening at Fidus Investment?

Institutional investors have bought a total of 5,835,298 shares in the last 24 months. This purchase volume represents approximately $118.38M in transactions.

Which Fidus Investment major shareholders have been selling company stock?

Of the 45 institutional investors that sold Fidus Investment stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Millennium Management LLC ($167.50K), Raymond James Financial Services Advisors Inc. ($145.46K), Quadrature Capital Ltd ($140.37K), Raymond James & Associates ($137.20K), Two Sigma Advisers LP ($127.40K), Two Sigma Investments LP ($101.35K), and TrueMark Investments LLC ($66.33K).

How much institutional selling is happening at Fidus Investment?

Institutional investors have sold a total of 1,243,165 shares in the last 24 months. This volume of shares sold represents approximately $24.94M in transactions.


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This page (NASDAQ:FDUS) was last updated on 5/1/2025 by MarketBeat.com Staff
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