Fidus InvestmentFDUS
13F holders, Q4 2024 (December 31)112holders +1
13new positions
14sold out
1famous investor
$21.02avg. 13F price*
At the end of Q4 2024, 112 institutions reported holding Fidus Investment Corp. (FDUS) in their 13F filings, up 1 from Q3 2024. 13 opened new positions and 14 sold out. The largest holders were Raymond James Financial Inc. ($20.5M), Van Eck Associates Corp. ($17.2M) and Invesco Ltd. ($11.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidus Investment Corp.
- CUSIP
- 316500107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $13.4M |
| Exits | 14 | $5.4M |
All 13F filers, Q3 2024 → Q4 2024: 1,174,092 shares bought and 865,230 shares sold, net +308,862 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 112 holders
| Raymond James Financial Inc. | 0.01% | — | 977,123 | $20.5M |
| Van Eck Associates Corp. | 0.02% | Add +1.2% | 819,011 | $17.2M |
| Invesco Ltd. | 0.00% | Reduce -10.7% | 540,466 | $11.4M |
| Cetera Investment Advisers | 0.01% | Add +18.8% | 303,421 | $6.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +20.1% | 300,799 | $6.3M |
| Morgan Stanley | 0.00% | Reduce -36.4% | 284,105 | $6.0M |
| Columbus Macro, LLC | 0.78% | New | 266,895 | $5.6M |
| Two Sigma Advisers, LP | 0.01% | Reduce -36.7% | 219,713 | $4.6M |
| Legal & General Group Plc | 0.00% | Reduce -2.3% | 219,527 | $4.6M |
| Two Sigma Investments, LP | 0.01% | Reduce -32.0% | 214,905 | $4.5M |
| Advisors Asset Management, Inc. | 0.08% | Reduce -0.8% | 206,597 | $4.3M |
| Baird Financial Group, Inc. | 0.01% | New | 193,707 | $4.1M |
| Novare Capital Management LLC | 0.34% | Reduce -0.1% | 189,315 | $4.0M |
| PFG Advisors | 0.24% | Add +1.0% | 183,047 | $3.8M |
| BlackRock, Inc. | 0.00% | Add +26.6% | 140,824 | $3.0M |
| Franklin Resources Inc. | 0.00% | Add +5.9% | 123,301 | $2.6M |
| NewEdge Advisors, LLC | 0.02% | Reduce -10.2% | 121,210 | $2.5M |
| GraniteShares Advisors LLC | 1.55% | Reduce -0.3% | 116,719 | $2.5M |
| UBS Group AG | 0.00% | Add +69.9% | 116,610 | $2.5M |
| Ameriprise Financial Inc. | 0.00% | Add +8.7% | 96,101 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Add +164.5% | 87,985 | $1.8M |
| MGB Wealth Management, LLC | 0.57% | No change | 87,954 | $1.8M |
| Davis Investment Partners, LLC | 0.78% | Reduce -2.2% | 88,263 | $1.8M |
| Citadel Advisors | 0.00% | Add +2515.0% | 85,954 | $1.8M |
| Trexquant Investment LP | 0.02% | Reduce -28.1% | 84,027 | $1.8M |
| Muzinich & Co., Inc. | 1.23% | Add +14.2% | 82,955 | $1.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +14.5% | 81,320 | $1.7M |
| LPL Financial LLC | 0.00% | Add +3.4% | 79,515 | $1.7M |
| TrueMark Investments, LLC | 0.52% | New | 77,795 | $1.6M |
| Capital Advisory Group Advisory Services, LLC | 0.58% | Add +22.9% | 77,177 | $1.6M |
| Legacy Capital Wealth Partners, LLC | 0.37% | Reduce -5.1% | 70,897 | $1.5M |
| Capital Investment Advisory Services, LLC | 0.13% | Add +12.2% | 65,631 | $1.4M |
| Palogic Value Management, L.P. | 0.55% | Add +11.9% | 63,822 | $1.3M |
| IHT Wealth Management, LLC | 0.04% | Add +9.9% | 60,357 | $1.3M |
| Enterprise Bank & Trust Co | 0.39% | No change | 55,912 | $1.2M |
| WT Wealth Management | 0.37% | Reduce -3.8% | 55,439 | $1.2M |
| Campbell & CO Investment Adviser LLC | 0.08% | Reduce -2.1% | 48,773 | $1.0M |
| Truist Financial Corp. | 0.00% | Add +2.7% | 47,820 | $1.0M |
| Credit Agricole S A | 0.00% | Add +120.6% | 47,649 | $1.0M |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Add +27.4% | 44,422 | $934K |
| Virtus Advisers, LLC | 0.35% | Add +7.5% | 40,163 | $844K |
| HRT Financial LP | 0.00% | Add +286.6% | 39,848 | $837K |
| Greenland Capital Management LP | 0.16% | Add +150.0% | 37,500 | $788K |
| DAVENPORT & Co LLC | 0.00% | No change | 36,237 | $762K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -3.7% | 35,314 | $742K |
| Riverbridge Partners LLC | 0.01% | New | 34,071 | $716K |
| Hexagon Capital Partners LLC | 0.12% | Add +0.9% | 32,059 | $674K |
| D.A. Davidson & Co. | 0.01% | Add +16.7% | 31,383 | $660K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 29,079 | $611K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -2.1% | 26,331 | $553K |
| PNC Financial Services Group, Inc. | 0.00% | Add +3378.7% | 26,090 | $548K |
| Natixis | 0.00% | Add +0.1% | 25,997 | $544K |
| Neuberger Berman Group LLC | 0.00% | Add +1.9% | 24,633 | $518K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.5% | 24,379 | $512K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.4% | 23,025 | $484K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +10.2% | 21,426 | $450K |
| Northern Trust Corp. | 0.00% | Add +17.5% | 21,255 | $447K |
| Clearstead Advisors, LLC | 0.01% | Add +0.4% | 20,487 | $431K |
| Prospera Financial Services Inc | 0.01% | Add +1.0% | 20,166 | $424K |
| Oppenheimer & Co. Inc. | 0.01% | Add +22.7% | 19,269 | $405K |
| Optimum Investment Advisors | 0.17% | Add +8.3% | 18,755 | $394K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -74.7% | 18,404 | $387K |
| Stifel Financial Corp. | 0.00% | Reduce -2.6% | 18,330 | $385K |
| Wells Fargo & Company | 0.00% | Add +32.6% | 18,309 | $385K |
| Cordgrass Capital Advisors, LLC | 0.11% | Reduce -14.3% | 17,981 | $378K |
| Bank of America Corp. | 0.00% | Add +1.1% | 17,574 | $369K |
| Plan Group Financial, LLC | 0.18% | New | 15,875 | $334K |
| Morey & Quinn Wealth Partners, LLC | 0.26% | — | 14,778 | $311K |
| Royal Bank of Canada | 0.00% | Add +4.1% | 14,008 | $294K |
| HB Wealth Management, LLC | 0.00% | No change | 13,599 | $286K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.2% | 13,267 | $279K |
| Fiduciary Alliance LLC | 0.03% | New | 13,025 | $274K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 13,011 | $273K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -0.8% | 12,574 | $264K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -21.7% | 12,251 | $258K |
| Sage Investment Counsel LLC | 0.33% | — | 12,053 | $253K |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.8% | 11,565 | $243K |
| Susquehanna International Group, LLP | 0.00% | New | 10,745 | $226K |
| Independent Financial Group, LLC | 0.01% | Reduce -27.4% | 10,600 | $223K |
| Eagle Global Advisors LLC | 0.01% | No change | 10,510 | $221K |
| Advisory Research Inc. | 0.04% | Reduce -4.5% | 10,229 | $215K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.6% | 10,129 | $213K |
| Blair William & Co. | 0.00% | New | 9,883 | $208K |
| Private Advisor Group, LLC | 0.00% | New | 9,679 | $203K |
| Farther Finance Advisors, LLC | 0.01% | Add +1.3% | 7,567 | $159K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 5,337 | $112K |
| Sound Income Strategies, LLC | 0.01% | Reduce -1.1% | 4,979 | $105K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 4,865 | $102K |
| Millstone Evans Group, LLC | 0.05% | — | 3,686 | $77K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 3,596 | $76K |
| MAI Capital Management | 0.00% | New | 3,132 | $66K |
| McIlrath & Eck, LLC | 0.01% | No change | 3,025 | $64K |
| MeadowBrook Investment Advisors LLC | 0.05% | Reduce -15.6% | 2,565 | $54K |
| Comerica Bank | 0.00% | Add +3.0% | 2,261 | $48K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 2,250 | $47K |
| Promus Capital, LLC | 0.03% | — | 2,023 | $43K |
| Citigroup Inc. | 0.00% | Add +33.9% | 1,936 | $41K |
| Transce3nd, LLC | 0.01% | — | 1,544 | $32K |
| First Horizon Advisors, Inc. | 0.00% | Add +43.8% | 1,090 | $23K |
| JPMorgan Chase & Co. | 0.00% | No change | 1,000 | $21K |
"% of holder's portfolio" is FDUS's weight in each manager's 13F, not the share of Fidus Investment Corp. the manager owns.