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Fidus Investment (FDUS) Institutional Ownership

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$21.46 -0.16 (-0.74%)
Closing price 07/24/2025 04:00 PM Eastern
Extended Trading
$21.44 -0.02 (-0.07%)
As of 07/24/2025 07:37 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
67
Total
Institutional Inflows
(last 12 months)
$639.12M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$18.80M
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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
7/23/2025 Columbus Macro LLC322,543$6.52M0.8%+12.1%0.929%
7/18/2025 Truist Financial Corp45,703$909K0.0%-2.7%0.132%
7/17/2025 Sound Income Strategies LLC1,898$38K0.0%-63.3%0.005%
7/17/2025 GraniteShares Advisors LLC132,532$2.68M1.6%+6.7%0.382%
7/16/2025 Eagle Global Advisors LLC22,325$451K0.0%+56.0%0.064%
7/15/2025 Riverbridge Partners LLC38,975$787K0.0%+3.9%0.112%
7/14/2025 Golden State Equity Partners15,740$318K0.1%N/A0.045%
7/14/2025 AdvisorNet Financial Inc1,728$35K0.0%+137.4%0.005%
7/11/2025 Kingstone Capital Partners Texas LLC27,409,759$549.14M0.1%N/A78.918%
7/10/2025 Wealth Enhancement Advisory Services LLC20,462$425K0.0%+13.4%0.059%
7/10/2025 Atticus Wealth Management LLC3,816$77K0.0%N/A0.011%
7/10/2025 Capital Advisory Group Advisory Services LLC77,618$1.57M0.6%+2.0%0.223%
7/8/2025 Davis Investment Partners LLC77,104$1.57M0.6%-5.6%0.222%
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%
5/12/2025 Eagle 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%
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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%
4/21/2025 ORG Partners LLC1,416$29K0.0%N/A0.004%
4/21/2025 Riverbridge Partners LLC37,505$765K0.0%+10.1%0.108%
4/18/2025Cornerstone 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%
2/13/2025Envestnet 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%
2/12/2025 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%
The End of Elon Musk…? (Ad)

The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, and he's been proven right time and time again. And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again. According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime.

Click here to see why the "End of Elon" crowd is about to be wrong again.
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%
2/5/2025Oppenheimer & 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%
(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, 112 institutional investors and hedge funds held shares of Fidus Investment. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($549.14M), 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), and Raymond James Financial Services Advisors Inc. ($8.54M).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 94 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: Kingstone Capital Partners Texas LLC ($27.41M), Raymond James Financial Inc. ($1.95M), Melia Wealth LLC ($687.25K), Van ECK Associates Corp ($474.46K), Columbus Macro LLC ($322.54K), Baird Financial Group Inc. ($283.09K), and Acadian Asset Management LLC ($242.95K).

How much institutional buying is happening at Fidus Investment?

Institutional investors have bought a total of 31,532,678 shares in the last 24 months. This purchase volume represents approximately $639.12M 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 920,733 shares in the last 24 months. This volume of shares sold represents approximately $18.80M in transactions.


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This page (NASDAQ:FDUS) was last updated on 7/25/2025 by MarketBeat.com Staff
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