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Fidus Investment (FDUS) Institutional Ownership

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$20.96 +0.15 (+0.72%)
Closing price 03/26/2025 04:00 PM Eastern
Extended Trading
$20.94 -0.02 (-0.07%)
As of 03/26/2025 07:35 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)
60
Total
Institutional Inflows
(last 12 months)
$77.60M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$14.95M
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FDUS Institutional Buying and Selling by Quarter

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Fidus Investment Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/17/2025 Wealth Enhancement Advisory Services LLC13,267$279K0.0%+8.2%0.039%
3/12/2025 Palogic Value Management L.P.63,822$1.34M0.0%+11.9%0.188%
2/17/2025 Two Sigma Advisers LP219,713$4.62M0.0%-36.7%0.648%
2/17/2025 Two Sigma Investments LP214,905$4.52M0.0%-32.0%0.634%
2/17/2025 Cetera Investment Advisers303,421$6.38M0.0%+18.8%0.895%
2/17/2025 Baird Financial Group Inc.193,707$4.07M0.0%N/A0.571%
2/17/2025 Ameriprise Financial Inc.96,101$2.02M0.0%+8.7%0.283%
2/14/2025 Northern Trust Corp21,255$447K0.0%+17.5%0.063%
2/14/2025 Virtus ETF Advisers LLC40,163$844K0.3%+7.5%0.118%
2/14/2025 IHT Wealth Management LLC60,357$1.27M0.0%+9.9%0.178%
2/14/2025 Stifel Financial Corp18,330$385K0.0%-2.7%0.054%
2/14/2025 Transce3nd LLC1,544$32K0.0%N/A0.005%
2/13/2025 CANADA LIFE ASSURANCE Co26,331$553K0.0%-2.1%0.078%
2/13/2025 Advisory Research Inc.10,229$215K0.0%-4.4%0.030%
2/13/2025 NewEdge Advisors LLC121,210$2.55M0.0%-10.2%0.357%
2/13/2025 Raymond James Financial Inc.977,123$20.54M0.0%N/A2.881%
2/13/2025 Greenland Capital Management LP37,500$788K0.1%+150.0%0.111%
2/13/2025 Legal & General Group Plc219,527$4.62M0.0%-2.3%0.647%
2/13/2025 Invesco 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%
2/13/2025 Wells Fargo & Company MN18,309$385K0.0%+32.6%0.054%
2/12/2025 Trexquant Investment LP84,027$1.77M0.0%-28.1%0.248%
2/12/2025 Franklin Resources Inc.123,301$2.59M0.0%+5.9%0.364%
2/12/2025 Level Four Advisory Services LLC35,314$742K0.0%-3.7%0.104%
2/12/2025 Blair 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%
2/11/2025 LPL Financial LLC79,515$1.67M0.0%+3.4%0.234%
2/11/2025 Optimum Investment Advisors18,755$394K0.2%+8.3%0.055%
2/11/2025 Millstone Evans Group LLC3,686$77K0.1%N/A0.011%
2/11/2025 Palogic Value Management L.P.63,822$1.34M0.5%+11.9%0.188%
2/10/2025 Advisors Asset Management Inc.206,597$4.34M0.1%-0.8%0.609%
2/7/2025 PFG Advisors183,047$3.85M0.2%+1.0%0.540%
2/7/2025 HighTower Advisors LLC87,985$1.85M0.0%+164.5%0.259%
2/7/2025 Oak Harbor Wealth Partners LLC17,981$378K0.1%-14.3%0.053%
2/7/2025 PNC Financial Services Group Inc.26,090$548K0.0%+3,378.7%0.077%
2/6/2025 Raymond James Financial Inc.977,123$20.54M0.0%N/A2.881%
2/6/2025 Promus Capital LLC2,023$43K0.0%N/A0.006%
2/5/2025 Sage Investment Counsel LLC12,053$253K0.3%N/A0.036%
2/5/2025 Muzinich & Co. Inc.82,955$1.74M1.1%+14.2%0.245%
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2/5/2025 Oppenheimer & Co. Inc.19,269$405K0.0%+22.7%0.057%
2/5/2025 WT Wealth Management55,439$1.17M0.4%-3.8%0.163%
2/4/2025 Y 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%
2/3/2025 Private Advisor Group LLC9,679$203K0.0%N/A0.029%
1/31/2025 Plan 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%
1/30/2025 Legacy Capital Wealth Partners LLC70,897$1.49M0.3%-5.1%0.209%
1/29/2025 Van ECK Associates Corp819,011$17.22M0.0%+1.2%2.415%
1/29/2025 MeadowBrook 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%
11/27/2024 Franklin Resources Inc.116,472$2.27M0.0%+37.0%0.343%
11/19/2024 McIlrath & Eck LLC3,025$59K0.0%N/A0.009%
11/15/2024 Y Intercept Hong Kong Ltd15,655$307K0.0%-65.8%0.046%
11/15/2024 IHT Wealth Management LLC54,921$1.08M0.0%+5.5%0.162%
11/15/2024 Paloma 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%
11/8/2024 Advisors Asset Management Inc.208,166$4.08M0.1%+9.4%0.614%
11/6/2024 Muzinich & 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%
11/4/2024 Legacy Capital Wealth Partners LLC74,719$1.46M0.2%-4.3%0.225%
10/29/2024 Van 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%
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%
10/22/2024 WT Wealth Management57,639$1.13M0.3%-3.8%0.183%
10/18/2024Raymond James & Associates547,181$10.73M0.0%-1.8%1.734%
10/16/2024 Optimum Investment Advisors17,325$340K0.1%+24.6%0.055%
10/16/2024 Cornerstone Wealth Management LLC19,437$381K0.0%+10.4%0.062%
10/15/2024 PFG Advisors181,172$3.55M0.2%+1.6%0.574%
10/10/2024 Sound Income Strategies LLC5,033$99K0.0%-34.7%0.016%
8/22/2024 Cetera Investment Advisers233,826$4.56M0.0%+18.1%0.741%
8/21/2024 Truist Financial Corp44,160$860K0.0%-7.4%0.140%
8/16/2024 NewEdge Advisors LLC122,359$2.38M0.0%+9.3%0.388%
8/15/2024 Millennium Management LLC158,480$3.09M0.0%-51.4%0.502%
8/9/2024 Brown Brothers Harriman & Co.5,337$104K0.0%-29.3%0.017%
8/8/2024 Envestnet Asset Management Inc.225,904$4.40M0.0%+17.4%0.716%
8/8/2024 PFG Advisors178,404$3.48M0.2%+3.9%0.565%
8/7/2024 Wetzel Investment Advisors Inc.1,640$32K0.0%N/A0.005%
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8/6/2024 Koss Olinger Consulting LLC17,205$335K0.0%N/A0.055%
8/2/2024 Legacy Capital Wealth Partners LLC78,060$1.52M0.4%N/A0.247%
8/1/2024 GraniteShares Advisors LLC98,076$1.91M0.6%+14.2%0.311%
7/31/2024 Van ECK Associates Corp725,873$14.14M0.0%+20.8%2.301%
7/31/2024 Commonwealth Equity Services LLC28,801$561K0.0%+8.6%0.091%
7/25/2024Raymond James Trust N.A.56,338$1.10M0.0%+49.4%0.179%
7/22/2024 Capital Advisory Group Advisory Services LLC54,127$1.05M0.5%+20.7%0.172%
7/19/2024 Davis Investment Partners LLC90,763$1.79M0.7%-5.8%0.288%
7/18/2024 Oak Harbor Wealth Partners LLC21,156$412K0.1%-14.8%0.067%
7/16/2024 Wealth Enhancement Advisory Services LLC12,866$251K0.0%+20.0%0.041%
(Data available from 1/1/2016 forward)

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FDUS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FDUS shares?

During the previous two years, 104 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 Cetera Investment Advisers ($6.38M).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 87 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 ($266.90K), 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 5,853,157 shares in the last 24 months. This purchase volume represents approximately $118.59M 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 & Associates ($163.22K), Raymond James Financial Services Advisors Inc. ($145.46K), Quadrature Capital Ltd ($140.37K), Two Sigma Advisers LP ($127.40K), Two Sigma Investments LP ($101.35K), and Invesco Ltd. ($64.52K).

How much institutional selling is happening at Fidus Investment?

Institutional investors have sold a total of 1,198,038 shares in the last 24 months. This volume of shares sold represents approximately $23.94M in transactions.


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This page (NASDAQ:FDUS) was last updated on 3/27/2025 by MarketBeat.com Staff
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