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Fidus Investment (FDUS) Institutional Ownership

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$21.14 -0.01 (-0.04%)
As of 03:02 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)
78
Total
Institutional Inflows
(last 12 months)
$644.83M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$20.60M
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Skip Chart & View Institutional Buying and Selling Data

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
9/10/2025 WT Wealth Management51,855$1.05M0.3%-2.8%0.147%
9/4/2025 Osaic Holdings Inc.13,092$264K0.0%+7.6%0.037%
8/15/2025 CANADA LIFE ASSURANCE Co33,094$670K0.0%+4.6%0.094%
8/15/2025 IHT Wealth Management LLC69,581$1.41M0.0%+10.1%0.197%
8/15/2025 Bank of America Corp DE17,673$357K0.0%-2.6%0.050%
8/15/2025 Ameriprise Financial Inc.92,080$1.86M0.0%-13.4%0.260%
8/14/2025 MGB Wealth Management LLC89,775$1.81M0.6%+2.1%0.254%
8/14/2025 Raymond James Financial Inc.813,702$16.44M0.0%-13.3%2.300%
8/14/2025 Quantinno Capital Management LP27,165$549K0.0%N/A0.077%
8/14/2025 NewEdge Advisors LLC91,113$1.84M0.0%-10.2%0.258%
8/14/2025 Qube Research & Technologies Ltd64,929$1.31M0.0%+39.8%0.184%
8/13/2025 Baird Financial Group Inc.313,002$6.32M0.0%+10.6%0.885%
8/13/2025 Invesco Ltd.446,703$9.02M0.0%+2.2%1.263%
8/13/2025 Plan Group Financial LLC49,763$1.01M0.3%+38.9%0.141%
8/13/2025 Beacon Pointe Advisors LLC22,628$457K0.0%N/A0.064%
8/13/2025 Quantbot Technologies LP9,047$183K0.0%-7.6%0.026%
8/13/2025 Legacy Capital Wealth Partners LLC66,037$1.33M0.3%-2.7%0.187%
8/13/2025 Virtus Investment Advisers LLC41,255$833K0.3%-2.7%0.117%
8/13/2025 Level Four Advisory Services LLC30,487$616K0.0%-14.0%0.086%
8/12/2025 Advisors Asset Management Inc.154,610$3.12M0.1%-27.5%0.445%
8/12/2025 Laurel Wealth Advisors LLC31,755$641K0.0%+7,588.9%0.091%
8/12/2025 Steward Partners Investment Advisory LLC25,284$511K0.0%+7.9%0.073%
8/12/2025 Franklin Resources Inc.167,016$3.37M0.0%-0.4%0.481%
8/12/2025 Legal & General Group Plc228,512$4.62M0.0%+0.9%0.658%
8/12/2025 JPMorgan Chase & Co.4,398$89K0.0%-66.7%0.013%
8/11/2025 Greenland Capital Management LP53,190$1.07M0.1%-9.4%0.153%
8/8/2025 Cetera Investment Advisers370,335$7.48M0.0%+10.4%1.066%
8/8/2025 Accredited Investors Inc.20,000$404K0.0%N/A0.058%
8/7/2025 PFG Advisors188,495$3.81M0.1%+3.8%0.543%
8/7/2025 Campbell & CO Investment Adviser LLC23,049$466K0.0%-34.4%0.066%
8/6/2025 Ethos Financial Group LLC137,365$2.78M0.2%+2.2%0.396%
8/6/2025 First Horizon Advisors Inc.2,658$54K0.0%+154.8%0.008%
8/5/2025 GPS Wealth Strategies Group LLC2,739$55K0.0%-37.0%0.008%
8/5/2025 Palogic Value Management L.P.69,101$1.40M0.6%+2.7%0.199%
8/4/2025 Muzinich & Co. Inc.190,228$3.84M1.7%+106.5%0.548%
8/4/2025 MeadowBrook Investment Advisors LLC2,850$58K0.1%+90.0%0.008%
8/1/2025 Y Intercept Hong Kong Ltd62,361$1.26M0.0%+473.0%0.180%
8/1/2025 Koss Olinger Consulting LLC16,153$326K0.0%N/A0.047%
8/1/2025 Envestnet Asset Management Inc.359,415$7.26M0.0%+10.8%1.035%
7/31/2025 Optimum Investment Advisors20,393$412K0.2%+9.3%0.059%
7/31/2025 MQS Management LLC36,583$739K0.4%-20.3%0.105%
7/31/2025 Sumitomo Mitsui Trust Group Inc.152,463$3.08M0.0%+68.5%0.439%
7/30/2025 D.A. Davidson & CO.115,872$2.34M0.0%+159.1%0.334%
7/29/2025 Novare Capital Management LLC190,275$3.84M0.3%+0.6%0.548%
7/29/2025 Stratos Wealth Partners LTD.26,200$529K0.0%+61.7%0.075%
7/25/2025 Atria Wealth Solutions Inc.10,089$204K0.0%N/A0.029%
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%
5/12/2025Eagle 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%
4/16/2025Wealth Enhancement Advisory Services LLC18,045$368K0.0%+36.0%0.052%
(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, 122 institutional investors and hedge funds held shares of Fidus Investment. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($549.14M), Van ECK Associates Corp ($17.22M), Raymond James Financial Inc. ($16.44M), Melia Wealth LLC ($13.53M), Raymond James & Associates ($10.73M), Invesco Ltd. ($9.02M), 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 103 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 ($451.46K), Columbus Macro LLC ($322.54K), Baird Financial Group Inc. ($313.00K), and Acadian Asset Management LLC ($242.95K).

How much institutional buying is happening at Fidus Investment?

Institutional investors have bought a total of 31,803,865 shares in the last 24 months. This purchase volume represents approximately $644.83M in transactions.

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

Of the 39 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), Raymond James Financial Inc. ($163.42K), Two Sigma Advisers LP ($127.40K), Two Sigma Investments LP ($101.35K), Trexquant Investment LP ($67.99K), TrueMark Investments LLC ($66.33K), and Advisors Asset Management Inc. ($60.33K).

How much institutional selling is happening at Fidus Investment?

Institutional investors have sold a total of 1,003,969 shares in the last 24 months. This volume of shares sold represents approximately $20.60M in transactions.


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This page (NASDAQ:FDUS) was last updated on 9/16/2025 by MarketBeat.com Staff
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