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Fidus Investment (FDUS) Institutional Ownership

Fidus Investment logo
$18.24 -0.11 (-0.60%)
As of 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)
59
Total
Institutional Inflows
(last 12 months)
$77.74M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$15.08M
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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
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%
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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%
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%
1/17/2025Janney 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%
1/13/2025Davis 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%
11/13/2024D.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%
11/5/2024Sumitomo 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%
10/24/2024Wealth Enhancement Advisory Services LLC12,267$240K0.0%-4.7%0.039%
10/23/2024Grimes & 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%
10/16/2024Cornerstone Wealth Management LLC19,437$381K0.0%+10.4%0.062%
10/15/2024PFG Advisors181,172$3.55M0.2%+1.6%0.574%
10/10/2024Sound Income Strategies LLC5,033$99K0.0%-34.7%0.016%
8/22/2024Cetera Investment Advisers233,826$4.56M0.0%+18.1%0.741%
8/21/2024Truist Financial Corp44,160$860K0.0%-7.4%0.140%
8/16/2024NewEdge Advisors LLC122,359$2.38M0.0%+9.3%0.388%
8/15/2024Millennium Management LLC158,480$3.09M0.0%-51.4%0.502%
8/9/2024Brown Brothers Harriman & Co.5,337$104K0.0%-29.3%0.017%
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8/8/2024Envestnet Asset Management Inc.225,904$4.40M0.0%+17.4%0.716%
8/8/2024PFG Advisors178,404$3.48M0.2%+3.9%0.565%
8/7/2024Wetzel Investment Advisors Inc.1,640$32K0.0%N/A0.005%
8/6/2024Koss Olinger Consulting LLC17,205$335K0.0%N/A0.055%
8/2/2024Legacy Capital Wealth Partners LLC78,060$1.52M0.4%N/A0.247%
8/1/2024GraniteShares Advisors LLC98,076$1.91M0.6%+14.2%0.311%
7/31/2024Van ECK Associates Corp725,873$14.14M0.0%+20.8%2.301%
7/31/2024Commonwealth 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%
7/22/2024Capital Advisory Group Advisory Services LLC54,127$1.05M0.5%+20.7%0.172%
(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, 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 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 84 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 5,788,149 shares in the last 24 months. This purchase volume represents approximately $117.36M 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 Invesco Ltd. ($64.52K).

How much institutional selling is happening at Fidus Investment?

Institutional investors have sold a total of 1,168,532 shares in the last 24 months. This volume of shares sold represents approximately $23.39M in transactions.


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This page (NASDAQ:FDUS) was last updated on 4/16/2025 by MarketBeat.com Staff
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