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Fidus Investment (FDUS) Institutional Ownership

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$20.56 +0.20 (+0.98%)
As of 03:47 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)
63
Total
Institutional Inflows
(last 12 months)
$84.47M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$18.82M
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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
5/19/2025Jane Street Group LLC23,318$475K0.0%N/A0.067%
5/19/2025Palogic Value Management L.P.67,317$1.37M0.6%+5.5%0.194%
5/16/2025Dynamic Technology Lab Private Ltd13,248$270K0.0%N/A0.038%
5/16/2025NewEdge Advisors LLC101,502$2.07M0.0%-16.3%0.292%
5/16/2025Advisors Asset Management Inc.213,370$4.35M0.1%+3.3%0.614%
5/15/2025Royal Bank of Canada11,434$233K0.0%-18.4%0.033%
5/15/2025Quarry LP1,380$28K0.0%N/A0.004%
5/15/2025Baird Financial Group Inc.283,093$5.77M0.0%+46.1%0.815%
5/15/2025Palogic Value Management L.P.67,317$1.37M0.6%+5.5%0.194%
5/15/2025Trexquant Investment LP48,890$997K0.0%-41.8%0.141%
5/14/2025Quantbot Technologies LP9,796$200K0.0%N/A0.028%
5/13/2025Ethos Financial Group LLC134,384$2.74M0.3%N/A0.387%
5/13/2025Raymond James Financial Inc.938,126$19.13M0.0%-4.0%2.701%
5/13/2025HighTower Advisors LLC90,668$1.85M0.0%+3.0%0.261%
5/12/2025Eagle Global Advisors LLC14,310$292K0.0%+36.2%0.041%
5/12/2025Virtu Financial LLC51,264$1.05M0.1%N/A0.148%
5/12/2025Invesco Ltd.437,066$8.91M0.0%-19.1%1.258%
5/9/2025Plan Group Financial LLC35,839$731K0.3%+125.8%0.103%
5/7/2025Mackenzie Financial Corp19,710$402K0.0%N/A0.057%
5/7/2025LPL Financial LLC85,985$1.75M0.0%+8.1%0.248%
5/6/2025Cetera Investment Advisers335,498$6.84M0.0%+10.6%0.966%
5/6/2025Y Intercept Hong Kong Ltd10,884$222K0.0%-11.2%0.031%
5/6/2025PFG Advisors181,656$3.70M0.2%-0.8%0.523%
5/6/2025WT Wealth Management53,376$1.09M0.4%-3.7%0.154%
5/5/2025Private Advisor Group LLC11,411$233K0.0%+17.9%0.033%
5/5/2025Muzinich & Co. Inc.92,121$1.88M1.1%+11.0%0.265%
5/2/2025Legacy Capital Wealth Partners LLC67,859$1.38M0.3%-4.3%0.195%
5/1/2025MQS Management LLC45,889$936K0.5%N/A0.132%
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%
4/29/2025Envestnet Asset Management Inc.324,277$6.61M0.0%+7.8%0.934%
4/29/2025Hexagon Capital Partners LLC3,615$74K0.0%-88.7%0.010%
4/29/2025Capital Investment Advisory Services LLC74,163$1.51M0.1%+13.0%0.214%
4/28/2025D.A. Davidson & CO.44,727$912K0.0%+42.5%0.129%
4/25/2025Sumitomo Mitsui Trust Group Inc.90,486$1.85M0.0%+11.3%0.261%
4/22/2025TrueMark Investments LLC11,462$234K0.1%-85.3%0.033%
4/21/2025ORG Partners LLC1,416$29K0.0%N/A0.004%
4/21/2025Riverbridge Partners LLC37,505$765K0.0%+10.1%0.108%
4/18/2025Cornerstone Wealth Management LLC25,208$514K0.0%+17.7%0.073%
4/17/2025Columbus Macro LLC287,622$5.87M0.8%+7.8%0.828%
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4/16/2025Wealth Enhancement Advisory Services LLC18,045$368K0.0%+36.0%0.052%
4/16/2025GraniteShares Advisors LLC124,249$2.53M1.6%+6.5%0.358%
4/15/2025Davis Investment Partners LLC81,653$1.67M0.7%-7.5%0.241%
4/15/2025Capital Advisory Group Advisory Services LLC76,109$1.55M0.6%-1.4%0.224%
3/17/2025Wealth 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%
2/13/2025Envestnet 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%
2/12/2025Blair William & Co. IL9,883$208K0.0%N/A0.029%
2/12/2025TrueMark Investments LLC77,795$1.64M0.5%N/A0.229%
2/12/2025Morey & 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%
2/5/2025Sage Investment Counsel LLC12,053$253K0.3%N/A0.036%
2/5/2025Muzinich & Co. Inc.82,955$1.74M1.1%+14.2%0.245%
2/5/2025Oppenheimer & 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%
2/3/2025Capital 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%
Dalio heeds Buffett’s warning… [$319 million stake in gold] (Ad)

Dalio bought a gold ETF… I don’t recommend that for the average retail investor. The real upside is in profitable miners selling at deep discounts. I call this price gap the Golden Anomaly — and I’ve put together a full report on my top four picks.

Get Garrett’s Top Four gold picks now — before the world’s greatest investor pulls the trigger.
1/31/2025D.A. Davidson & CO.31,383$660K0.0%+16.7%0.093%
1/31/2025Truist 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%
1/28/2025Sumitomo Mitsui Trust Group Inc.81,320$1.71M0.0%+14.5%0.240%
1/24/2025Columbus Macro LLC266,895$5.61M0.8%N/A0.787%
1/23/2025Capital Investment Advisory Services LLC65,631$1.38M0.1%+12.2%0.193%
1/21/2025Cornerstone Wealth Management LLC21,426$450K0.0%+10.2%0.063%
1/17/2025Riverbridge Partners LLC34,071$716K0.0%N/A0.100%
(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, 110 institutional investors and hedge funds held shares of Fidus Investment. The most heavily invested institutionals were Raymond James Financial Inc. ($19.13M), Van ECK Associates Corp ($17.22M), Melia Wealth LLC ($13.53M), Raymond James & Associates ($10.73M), Invesco Ltd. ($8.91M), Raymond James Financial Services Advisors Inc. ($8.54M), and Cetera Investment Advisers ($6.84M).Learn more on Fidus Investment's institutional investors.

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

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

Which institutional investors have been buying Fidus Investment's stock?

Of the 90 institutional investors that purchased Fidus Investment's 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 ($474.46K), Columbus Macro LLC ($287.62K), Baird Financial Group Inc. ($283.09K), Acadian Asset Management LLC ($242.95K), and Cetera Investment Advisers ($174.74K).

How much institutional buying is happening at Fidus Investment?

Institutional investors have bought a total of 4,075,805 shares in the last 24 months. This purchase volume represents approximately $84.47M in transactions.

Which of Fidus Investment's major shareholders have been selling company stock?

Of the 31 institutional investors that sold Fidus Investment's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Invesco Ltd. ($167.92K), Millennium Management LLC ($167.50K), Two Sigma Advisers LP ($127.40K), Two Sigma Investments LP ($101.35K), Trexquant Investment LP ($67.99K), TrueMark Investments LLC ($66.33K), and Raymond James Financial Inc. ($39.00K).

How much institutional selling is happening at Fidus Investment?

Institutional investors have sold a total of 922,154 shares in the last 24 months. This volume of shares sold represents approximately $18.82M in transactions.


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This page (NASDAQ:FDUS) was last updated on 7/2/2025 by MarketBeat.com Staff
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