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MidCap Financial Investment Corp hedge fund holdings

MFICNASDAQ
$8.62-0.12 (-1.37%)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

MFIC · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-27.9%). 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 20255840$38.7M$16.8M161Aug 14, 2025
Q3 20255048$34.1M$28.1M164Nov 14, 2025
Q4 20256259$58.1M$29.1M183Feb 14, 2026
Q1 20264865$52.8M$58.2M165May 15, 2026
Q2 20264459$35.6M$37.4M157Aug 14, 2026

Quarterly action breakdown

Q2 2026
157 filers
New position
19
$21M+2.08M sh
Increased
25
$14.6M+1.45M sh
Reduced
39
-$21.9M-2.17M sh
Out / sold
20
-$15.5M-1.54M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Wellington Management Group LLPNew Buy+$10.9M$10.9M0.00%Aug 14, 2026
Ares Management LLCSell 100%-$6.13M$00.00%Aug 14, 2026
Callodine Capital Management, LPSell 100%-$5.15M$00.00%Aug 14, 2026
Beach Point Capital Management LPNew Buy+$4.44M$4.44M1.72%Jul 22, 2026
Van Eck Associates CorpAdded 16.20%+$2.96M$21.2M0.01%Aug 14, 2026
BI Asset Management Fondsmaeglerselskab A/SReduce 81.63%-$2.05M$462K0.00%Aug 10, 2026
Lansforsakringar Fondforvaltning AB (publ)Sell 100%-$1.64M$00.00%Aug 13, 2026
VARCOV Co.Reduce 61.33%-$1.11M$697K0.26%Aug 14, 2026
Bayshore Capital Advisors, LLCAdded 143.95%+$580K$984K0.46%Jul 22, 2026
Cidel Asset Management IncNew Buy+$507K$507K0.02%Jul 17, 2026
Foundations Investment Advisors, LLCReduce 10.59%-$463K$3.91M0.04%Aug 14, 2026
Stablepoint Partners, LLCSell 100%-$387K$00.00%Jul 9, 2026
Next Capital Management LLCAdded 1.50%+$282K$19.1M5.17%Aug 3, 2026
Muzinich & Co., Inc.Added 3.90%+$281K$7.5M2.56%Jul 27, 2026
DNB Asset Management ASReduce 17.13%-$265K$1.28M0.00%Aug 11, 2026
Arete Wealth Advisors, LLCSell 100%-$215K$00.00%Aug 13, 2026
Papamarkou Wellner Asset Management inc.Sell 100%-$190K$00.00%Aug 17, 2026
Castlekeep Investment Advisors LLCAdded 4.67%+$186K$4.18M2.09%Aug 14, 2026
nVerses Capital, LLCSell 100%-$172K$00.00%Aug 4, 2026
IMC-Chicago, LLCSell 100%-$162K$00.00%Aug 6, 2026
Fox Run Management, L.L.C.New Buy+$155K$155K0.03%Aug 4, 2026
CANADA LIFE ASSURANCE CoAdded 14.46%+$147K$1.17M0.00%Aug 13, 2026
D.A. Davidson & Co.Added 3.74%+$136K$3.77M0.02%Jul 24, 2026
Park Avenue Securities LLCNew Buy+$134K$134K0.00%Jul 20, 2026
World Investment AdvisorsSell 100%-$130K$00.00%Aug 14, 2026
Panoramic Investment Advisors, LLCReduce 23.96%-$130K$411K0.20%Aug 13, 2026
Permanens Capital L.P.Sell 100%-$124K$00.00%Aug 14, 2026
Garner Asset Management CorpReduce 14.09%-$123K$750K0.24%Aug 7, 2026
Virtus Investment Advisers, LLCReduce 22.04%-$123K$434K0.10%Aug 11, 2026
Evergreen Capital Management LLCSell 100%-$121K$00.00%Jul 23, 2026
MQS Management LLCNew Buy+$120K$120K0.15%Aug 7, 2026
Walser Wealth Management Company, A Ltd Liability CoNew Buy+$112K$112K0.05%Jul 24, 2026
Hennion & Walsh Asset Management, Inc.Reduce 12.12%-$112K$809K0.02%Jul 8, 2026
Dumont & Blake Investment Advisors LLCNew Buy+$103K$103K0.02%Aug 7, 2026
Naviter Wealth, LLCReduce 5.15%-$103K$1.89M0.17%Aug 7, 2026
NewGen Asset Management LtdAdded 28.57%+$101K$454K0.19%Aug 13, 2026
Principal Securities, Inc.Added 19.56%+$89.6K$547K0.01%Aug 4, 2026
Sharpepoint LLCAdded 6.32%+$79.1K$1.33M0.67%Jul 29, 2026
&PartnersAdded 36.30%+$64.6K$243K0.00%Aug 14, 2026
Caxton Associates LLPAdded 17.51%+$59.6K$400K0.01%Aug 14, 2026
United Advisor Group, LLCReduce 1.93%-$52.5K$2.67M0.28%Jul 29, 2026
Denali Advisors LLCReduce 8.67%-$52.2K$550K0.06%Aug 10, 2026
Camelot Portfolios, LLCAdded 8.60%+$50K$631K0.44%Jul 17, 2026
Sound Income Strategies, LLCSell 100%-$33.6K$00.00%Jul 20, 2026
Tyche Wealth Partners LLCAdded 10.64%+$25.2K$262K0.04%Aug 6, 2026
Condor Capital ManagementReduce 0.54%-$23.6K$4.35M0.33%Aug 12, 2026
Lido Advisors, LLCAdded 3.44%+$23.3K$701K0.00%Aug 7, 2026
Empowered Funds, LLCReduce 15.13%-$21.4K$120K0.00%Aug 17, 2026
Capital Investment Advisors, LLCReduce 3.53%-$20.4K$557K0.01%Aug 6, 2026
LB Partners LLCAdded 20.00%+$20.2K$121K0.08%Jul 30, 2026
TCFG Investment Advisors, LLCReduce 4.43%-$18.9K$408K0.14%Jul 17, 2026
Ethos Financial Group, LLCReduce 0.45%-$18K$3.94M0.26%Aug 7, 2026
Confluence Investment Management LLCAdded 1.17%+$13.8K$1.19M0.02%Jul 1, 2026
Nomura Asset Management Co LtdSell 100%-$12.8K$00.00%Aug 13, 2026
Closed-End Fund Advisors, Inc.Reduce 2.67%-$9.13K$332K0.32%Jul 27, 2026
Sigma Planning CorpReduce 1.20%-$8.91K$733K0.02%Aug 7, 2026
Sovereign Financial Group, Inc.Reduce 6.21%-$6.96K$105K0.02%Jul 24, 2026
Oppenheimer & Co IncAdded 5.94%+$6.63K$118K0.00%Aug 3, 2026
Wedbush Securities IncAdded 1.60%+$4.79K$304K0.01%Jul 28, 2026
MRA Advisory GroupAdded 3.15%+$3.45K$113K0.04%Jul 8, 2026
Lanark Financial, Inc.Sell 100%-$3.37K$00.00%Jul 21, 2026
Onyx Bridge Wealth Group LLCAdded 1.61%+$2.98K$188K0.02%Jul 23, 2026
Bank Pictet & Cie (Europe) AGAdded 2.74%+$2.77K$104K0.00%Jul 24, 2026
Stratos Wealth Partners, LTD.Reduce 0.60%-$1.34K$224K0.00%Aug 11, 2026
Financial Consulate, IncAdded 3.16%+$1.3K$42.4K0.00%Jul 23, 2026
Founders Financial Alliance, LLCAdded 0.86%+$1.11K$130K0.02%Aug 4, 2026
Guggenheim Capital LLCReduce 1.06%-$1.11K$103K0.00%Aug 12, 2026
Arkadios Wealth AdvisorsAdded 0.02%+$222$1.02M0.02%Aug 10, 2026
Aventura Private Wealth, LLCAdded 3.14%+$202$6.62K0.00%Jul 15, 2026
Smallwood Wealth Investment Management, LLCSell 100%-$16$00.00%Jul 23, 2026
Millennium Capital Advisors, LLCReduce 0.00%-$10$623K0.34%Jul 28, 2026

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