Fidus InvestmentFDUS
13F holders, Q1 2025 (March 31)121holders +9
19new positions
12sold out
2famous investors
$20.37avg. 13F price*
At the end of Q1 2025, 121 institutions reported holding Fidus Investment Corp. (FDUS) in their 13F filings, up 9 from Q4 2024. 19 opened new positions and 12 sold out. The largest holders were Raymond James Financial Inc. ($19.1M), Van Eck Associates Corp. ($15.6M) and Invesco Ltd. ($8.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Fidus Investment Corp.
- CUSIP
- 316500107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $8.8M |
| Exits | 12 | $2.0M |
All 13F filers, Q4 2024 → Q1 2025: 1,367,434 shares bought and 507,203 shares sold, net +860,231 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 121 holders
| Raymond James Financial Inc. | 0.01% | Reduce -4.0% | 938,126 | $19.1M |
| Van Eck Associates Corp. | 0.02% | Reduce -6.8% | 763,468 | $15.6M |
| Invesco Ltd. | 0.00% | Reduce -19.1% | 437,066 | $8.9M |
| Two Sigma Advisers, LP | 0.02% | Add +89.3% | 415,913 | $8.5M |
| Two Sigma Investments, LP | 0.02% | Add +85.7% | 398,999 | $8.1M |
| Cetera Investment Advisers | 0.01% | Add +10.6% | 335,498 | $6.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.8% | 324,277 | $6.6M |
| Morgan Stanley | 0.00% | Add +7.4% | 305,219 | $6.2M |
| Columbus Macro, LLC | 0.77% | Add +7.8% | 287,622 | $5.9M |
| Baird Financial Group, Inc. | 0.01% | Add +46.1% | 283,093 | $5.8M |
| Legal & General Group Plc | 0.00% | Add +3.1% | 226,387 | $4.6M |
| Advisors Asset Management, Inc. | 0.08% | Add +3.3% | 213,370 | $4.4M |
| UBS Group AG | 0.00% | Add +69.7% | 197,838 | $4.0M |
| Novare Capital Management LLC | 0.34% | Reduce -0.1% | 189,140 | $3.9M |
| PFG Advisors | 0.21% | Reduce -0.8% | 181,656 | $3.7M |
| Franklin Resources Inc. | 0.00% | Add +36.0% | 167,720 | $3.4M |
| BlackRock, Inc. | 0.00% | Add +4.9% | 147,727 | $3.0M |
| Ethos Financial Group, LLC | 0.26% | New | 134,384 | $2.7M |
| GraniteShares Advisors LLC | 1.61% | Add +6.5% | 124,249 | $2.5M |
| Citadel Advisors | 0.00% | Add +24.9% | 107,353 | $2.2M |
| Ameriprise Financial Inc. | 0.00% | Add +10.7% | 106,331 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -16.3% | 101,502 | $2.1M |
| Muzinich & Co., Inc. | 1.15% | Add +11.1% | 92,121 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +3.0% | 90,668 | $1.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +11.3% | 90,486 | $1.8M |
| MGB Wealth Management, LLC | 0.65% | No change | 87,954 | $1.8M |
| LPL Financial LLC | 0.00% | Add +8.1% | 85,985 | $1.8M |
| Capital Advisory Group Advisory Services, LLC | 0.59% | Reduce -1.4% | 76,109 | $1.6M |
| Capital Investment Advisory Services, LLC | 0.14% | Add +13.0% | 74,163 | $1.5M |
| Davis Investment Partners, LLC | 0.66% | Reduce -7.5% | 81,653 | $1.5M |
| Legacy Capital Wealth Partners, LLC | 0.34% | Reduce -4.3% | 67,859 | $1.4M |
| Palogic Value Management, L.P. | 0.62% | Add +5.5% | 67,317 | $1.4M |
| IHT Wealth Management, LLC | 0.04% | Add +4.7% | 63,184 | $1.3M |
| Greenland Capital Management LP | 0.21% | Add +56.5% | 58,700 | $1.2M |
| Enterprise Bank & Trust Co | 0.44% | No change | 55,912 | $1.1M |
| WT Wealth Management | 0.35% | Reduce -3.7% | 53,376 | $1.1M |
| Virtu Financial LLC | 0.06% | New | 51,264 | $1.0M |
| Millennium Management | 0.00% | New | 51,180 | $1.0M |
| Trexquant Investment LP | 0.01% | Reduce -41.8% | 48,890 | $997K |
| Credit Agricole S A | 0.00% | No change | 47,649 | $972K |
| Truist Financial Corp. | 0.00% | Reduce -1.8% | 46,955 | $957K |
| Qube Research & Technologies Ltd | 0.00% | Add +152.3% | 46,440 | $947K |
| MQS Management LLC | 0.54% | New | 45,889 | $936K |
| D.A. Davidson & Co. | 0.01% | Add +42.5% | 44,727 | $912K |
| Hennion & Walsh Asset Management, Inc. | 0.04% | Reduce -1.0% | 43,995 | $897K |
| HRT Financial LP | 0.01% | Add +7.0% | 42,654 | $869K |
| Virtus Investment Advisers, LLC | 0.24% | New | 42,381 | $864K |
| Riverbridge Partners LLC | 0.01% | Add +10.1% | 37,505 | $765K |
| DAVENPORT & Co LLC | 0.00% | No change | 36,237 | $739K |
| Plan Group Financial, LLC | 0.26% | Add +125.8% | 35,839 | $731K |
| Level Four Advisory Services, LLC | 0.03% | Add +0.4% | 35,441 | $723K |
| Campbell & CO Investment Adviser LLC | 0.05% | Reduce -28.0% | 35,116 | $716K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +20.1% | 31,625 | $647K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 29,113 | $594K |
| Wells Fargo & Company | 0.00% | Add +52.7% | 27,963 | $570K |
| Natixis | 0.00% | Add +2.9% | 26,751 | $547K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +17.6% | 25,208 | $514K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.4% | 24,272 | $495K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.8% | 23,434 | $478K |
| Jane Street Group, LLC | 0.00% | New | 23,318 | $475K |
| Clearstead Advisors, LLC | 0.01% | Add +0.4% | 20,571 | $419K |
| Prospera Financial Services Inc | 0.01% | No change | 20,166 | $411K |
| Mackenzie Financial Corp. | 0.00% | New | 19,710 | $402K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.3% | 19,025 | $388K |
| Optimum Investment Advisors | 0.18% | Reduce -0.5% | 18,655 | $380K |
| Bank of America Corp. | 0.00% | Add +3.3% | 18,154 | $370K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +36.0% | 18,045 | $368K |
| Cordgrass Capital Advisors, LLC | 0.10% | No change | 17,981 | $367K |
| Stifel Financial Corp. | 0.00% | Reduce -2.2% | 17,930 | $366K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +28.8% | 16,200 | $330K |
| Marex Group Ltd | 0.01% | New | 15,323 | $312K |
| Morey & Quinn Wealth Partners, LLC | 0.25% | No change | 14,778 | $301K |
| Eagle Global Advisors LLC | 0.01% | Add +36.2% | 14,310 | $292K |
| Aquatic Capital Management LLC | 0.01% | New | 13,718 | $280K |
| HB Wealth Management, LLC | 0.00% | No change | 13,599 | $277K |
| Dynamic Technology Lab Private Ltd | 0.04% | New | 13,248 | $270K |
| JPMorgan Chase & Co. | 0.00% | Add +1219.7% | 13,197 | $269K |
| Fiduciary Alliance LLC | 0.03% | No change | 13,025 | $266K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 13,011 | $265K |
| Osaic Holdings, Inc. | 0.00% | Add +5.3% | 12,172 | $248K |
| Sage Investment Counsel LLC | 0.31% | Add +0.1% | 12,070 | $246K |
| Susquehanna International Group, LLP | 0.00% | Add +6.8% | 11,474 | $234K |
| TrueMark Investments, LLC | 0.06% | Reduce -85.3% | 11,462 | $234K |
| Royal Bank of Canada | 0.00% | Reduce -18.4% | 11,434 | $233K |
| Private Advisor Group, LLC | 0.00% | Add +17.9% | 11,411 | $233K |
| Independent Financial Group, LLC | 0.01% | Add +4.3% | 11,050 | $225K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -11.2% | 10,884 | $222K |
| Janney Montgomery Scott LLC | 0.00% | Add +3.3% | 10,463 | $213K |
| Mariner, LLC | 0.00% | New | 10,129 | $207K |
| Advisory Research Inc. | 0.04% | Reduce -2.6% | 9,962 | $203K |
| Blair William & Co. | 0.00% | No change | 9,883 | $202K |
| Quantbot Technologies LP | 0.01% | New | 9,796 | $200K |
| Farther Finance Advisors, LLC | 0.00% | No change | 7,567 | $156K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 5,337 | $109K |
| Sound Income Strategies, LLC | 0.01% | Add +3.8% | 5,167 | $105K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -10.7% | 4,345 | $89K |
| Millstone Evans Group, LLC | 0.05% | No change | 3,686 | $75K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -88.7% | 3,615 | $74K |
| MAI Capital Management | 0.00% | No change | 3,132 | $64K |
| Capital Advisors, Ltd. LLC | 0.01% | No change | 2,250 | $46K |
| Citigroup Inc. | 0.00% | Add +8.5% | 2,101 | $43K |
| Promus Capital, LLC | 0.03% | No change | 2,023 | $41K |
| MeadowBrook Investment Advisors LLC | 0.03% | Reduce -41.5% | 1,500 | $31K |
| ORG Partners LLC | 0.01% | New | 1,416 | $29K |
| Quarry LP | 0.01% | New | 1,380 | $28K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -4.3% | 1,043 | $21K |
| Cedar Wealth Management, LLC | 0.01% | No change | 992 | $20K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -97.1% | 750 | $15K |
| AdvisorNet Financial, Inc | 0.00% | Add +2596.3% | 728 | $15K |
| 1 North Wealth Services LLC | 0.01% | New | 600 | $12K |
| Lanark Financial, Inc. | 0.00% | — | 596 | $12K |
| Spire Wealth Management | 0.00% | No change | 500 | $10K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 413 | $8K |
| Peterson Wealth Services | 0.00% | Reduce -63.0% | 121 | $2K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -89.3% | 72 | $1K |
| N.E.W. Advisory Services LLC | 0.00% | New | 62 | $1K |
| Geneos Wealth Management Inc. | 0.00% | No change | 51 | $1K |
| Cwm, LLC | 0.00% | New | 44 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -94.4% | 24 | $489 |
| Smartleaf Asset Management LLC | 0.00% | New | 7 | $143 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 2 | $41 |
"% of holder's portfolio" is FDUS's weight in each manager's 13F, not the share of Fidus Investment Corp. the manager owns.