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FIDUS INVESTMENT Corp hedge fund holdings

FDUSNASDAQ
$19.26-0.10 (-0.52%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

FDUS · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-6.3%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20254932$20.1M$14.4M113Aug 14, 2025
Q3 20254923$23.2M$12.6M126Nov 14, 2025
Q4 20255438$25.9M$23.4M143Feb 14, 2026
Q1 20264545$17.6M$18.7M135May 15, 2026
Q2 20264540$21.3M$42.5M127Aug 14, 2026

Quarterly action breakdown

Q2 2026
127 filers
New position
10
$3.97M+208K sh
Increased
35
$17.3M+909K sh
Reduced
26
-$28.3M-1.49M sh
Out / sold
14
-$14.2M-742K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Columbus Macro, LLCSell 100%-$8.81M$00.00%Jul 22, 2026
Van Eck Associates CorpAdded 30.32%+$4.12M$17.7M0.01%Aug 14, 2026
VARCOV Co.New Buy+$859K$859K0.33%Aug 14, 2026
MQS Management LLCSell 100%-$603K$00.00%Aug 7, 2026
Sound Income Strategies, LLCAdded 76.45%+$602K$1.39M0.06%Jul 20, 2026
Plan Group Financial, LLCAdded 27.04%+$510K$2.39M0.49%Aug 3, 2026
Quantinno Capital Management LPSell 100%-$473K$00.00%Aug 13, 2026
Independent Financial Group, LLCAdded 67.03%+$396K$986K0.02%Jul 15, 2026
Caprock Group, LLCReduce 63.26%-$394K$229K0.00%Jul 27, 2026
Muzinich & Co., Inc.Added 5.74%+$381K$7.02M2.40%Jul 27, 2026
PFG AdvisorsAdded 9.27%+$332K$3.91M0.20%Jul 16, 2026
Sumitomo Mitsui Trust Group, Inc.Added 7.84%+$319K$4.39M0.00%Jul 30, 2026
Purpose Unlimited Inc.Reduce 78.95%-$281K$74.8K0.00%Aug 13, 2026
Novare Capital Management LLCAdded 6.29%+$247K$4.18M0.30%Aug 7, 2026
D.A. Davidson & Co.Reduce 15.38%-$221K$1.22M0.01%Jul 24, 2026
Annex Advisory Services, LLCSell 100%-$218K$00.00%Jul 10, 2026
Baird Financial Group, Inc.Added 2.45%+$190K$7.94M0.01%Aug 12, 2026
Calton & Associates, Inc.Sell 100%-$180K$00.00%Aug 10, 2026
Greenland Capital Management LPAdded 15.52%+$172K$1.28M0.16%Aug 12, 2026
Virtus Investment Advisers, LLCReduce 27.72%-$161K$420K0.10%Aug 11, 2026
Hennion & Walsh Asset Management, Inc.Reduce 21.57%-$156K$567K0.02%Jul 8, 2026
CANADA LIFE ASSURANCE CoAdded 19.59%+$148K$904K0.00%Aug 13, 2026
Monument Capital ManagementAdded 38.98%+$142K$505K0.10%Jul 22, 2026
Ethos Financial Group, LLCReduce 5.19%-$137K$2.5M0.17%Aug 7, 2026
Legacy Capital Wealth Partners, LLCAdded 7.95%+$121K$1.64M0.31%Aug 12, 2026
IFG Advisory, LLCNew Buy+$119K$119K0.00%Aug 14, 2026
Kingstone Capital Partners Texas, LLCAdded 54.21%+$112K$319K0.17%Aug 11, 2026
DAVENPORT & Co LLCReduce 14.73%-$85.8K$497K0.00%Jul 13, 2026
nVerses Capital, LLCReduce 18.07%-$62.1K$282K0.43%Aug 4, 2026
VestGen Advisors, LLCAdded 10.48%+$60.5K$637K0.02%Aug 11, 2026
Secure Asset Management, LLCAdded 15.39%+$60.3K$452K0.06%Jul 15, 2026
Campbell & CO Investment Adviser LLCReduce 6.23%-$42.9K$646K0.03%Aug 3, 2026
Palogic Value Management, L.P.Reduce 3.05%-$42.4K$1.35M0.44%Aug 14, 2026
Cornerstone Wealth Management, LLCAdded 7.32%+$38.8K$569K0.02%Jul 22, 2026
Capital Investment Advisory Services, LLCAdded 1.76%+$35.4K$2.04M0.13%Jul 23, 2026
Eagle Global Advisors LLCReduce 8.27%-$35.1K$389K0.01%Jul 30, 2026
Haven Private, LLCAdded 2.91%+$27K$955K0.36%Jul 29, 2026
Significant Wealth Partners LLCAdded 1.86%+$22.6K$1.24M1.34%Jul 14, 2026
Nomura Asset Management Co LtdNew Buy+$21.1K$21.1K0.00%Aug 13, 2026
Oppenheimer & Co IncAdded 5.32%+$20K$395K0.00%Aug 3, 2026
Sage Investment Counsel LLCAdded 7.65%+$19.1K$268K0.27%Jul 22, 2026
Riverbridge Partners LLCAdded 0.90%+$18.8K$2.11M0.06%Jul 13, 2026
Summit Trail Advisors, LLCAdded 3.36%+$14.5K$446K0.01%Aug 11, 2026
Stratos Wealth Partners, LTD.Added 1.41%+$8.24K$592K0.01%Aug 11, 2026
CENTRAL TRUST CoSell 100%-$7.42K$00.00%Jul 31, 2026
Intentional Wealth Strategies, LLCSell 100%-$4.53K$00.00%Jul 28, 2026
Davis Investment Partners, LLCReduce 0.33%-$4.5K$1.35M0.41%Aug 7, 2026
MeadowBrook Investment Advisors LLCAdded 4.02%+$2.57K$66.6K0.05%Jul 20, 2026
JFS Wealth Advisors, LLCNew Buy+$1.03K$1.03K0.00%Jul 10, 2026
Accredited Investors Inc.Added 0.12%+$458$382K0.02%Jul 21, 2026

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