Fidus InvestmentFDUS
13F holders, Q4 2025 (December 31)149holders +19
29new positions
11sold out
3famous investors
$19.30avg. 13F price*
At the end of Q4 2025, 149 institutions reported holding Fidus Investment Corp. (FDUS) in their 13F filings, up 19 from Q3 2025. 29 opened new positions and 11 sold out. The largest holders were Van Eck Associates Corp. ($16.4M), Raymond James Financial Inc. ($14.2M) and Cetera Investment Advisers ($10.1M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Fidus Investment Corp.
- CUSIP
- 316500107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $15.3M |
| Exits | 11 | $16.1M |
All 13F filers, Q3 2025 → Q4 2025: 1,657,840 shares bought and 1,211,298 shares sold, net +446,542 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 149 holders
| Van Eck Associates Corp. | 0.01% | Reduce -5.7% | 851,637 | $16.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.1% | 736,025 | $14.2M |
| Cetera Investment Advisers | 0.01% | Add +15.9% | 523,659 | $10.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +18.3% | 520,330 | $10.0M |
| Columbus Macro, LLC | 1.03% | Add +21.0% | 485,780 | $9.4M |
| UBS Group AG | 0.00% | Add +17.1% | 439,945 | $8.5M |
| Baird Financial Group, Inc. | 0.01% | Add +8.2% | 385,598 | $7.4M |
| Two Sigma Investments, LP | 0.01% | Add +73.3% | 382,391 | $7.4M |
| Muzinich & Co., Inc. | 2.11% | Add +40.3% | 347,114 | $6.7M |
| Legal & General Group Plc | 0.00% | Add +18.6% | 252,442 | $4.9M |
| Morgan Stanley | 0.00% | Add +1.0% | 249,524 | $4.8M |
| Millennium Management | 0.00% | New | 247,580 | $4.8M |
| BlackRock, Inc. | 0.00% | Reduce -1.7% | 244,357 | $4.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +2.0% | 213,385 | $4.1M |
| Novare Capital Management LLC | 0.30% | Add +2.5% | 204,889 | $4.0M |
| Franklin Resources Inc. | 0.00% | Add +11.1% | 184,152 | $3.6M |
| PFG Advisors | 0.17% | Add +2.6% | 183,987 | $3.6M |
| Ethos Financial Group, LLC | 0.20% | Reduce -3.3% | 138,173 | $2.7M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -25.5% | 112,724 | $2.2M |
| Jane Street Group, LLC | 0.00% | New | 109,758 | $2.1M |
| Riverbridge Partners LLC | 0.04% | Add +73.7% | 101,578 | $2.0M |
| Capital Investment Advisory Services, LLC | 0.14% | Add +8.8% | 100,180 | $1.9M |
| LPL Financial LLC | 0.00% | Add +2.2% | 95,795 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +0.2% | 93,215 | $1.8M |
| D.A. Davidson & Co. | 0.01% | Reduce -47.4% | 81,870 | $1.6M |
| Plan Group Financial, LLC | 0.40% | Add +16.0% | 79,689 | $1.5M |
| Davis Investment Partners, LLC | 0.52% | Reduce -0.6% | 76,703 | $1.5M |
| IHT Wealth Management, LLC | 0.04% | Add +4.1% | 74,606 | $1.4M |
| Palogic Value Management, L.P. | 0.62% | Add +1.8% | 73,993 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -17.1% | 72,995 | $1.4M |
| Legacy Capital Wealth Partners, LLC | 0.30% | Add +11.4% | 72,921 | $1.4M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -13.4% | 72,084 | $1.4M |
| Two Sigma Advisers, LP | 0.00% | Reduce -25.1% | 72,013 | $1.4M |
| Capital Advisory Group Advisory Services, LLC | 0.40% | Reduce -17.0% | 70,546 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.5% | 68,832 | $1.3M |
| Greenland Capital Management LP | 0.20% | Add +18.2% | 65,000 | $1.3M |
| MGB Wealth Management, LLC | 0.34% | Reduce -24.8% | 61,793 | $1.2M |
| Rockland Trust Co. | 0.04% | No change | 55,912 | $1.1M |
| WT Wealth Management | 0.28% | No change | 51,113 | $986K |
| Credit Agricole S A | 0.00% | No change | 50,401 | $973K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +4.8% | 45,814 | $883K |
| MQS Management LLC | 0.50% | New | 44,143 | $852K |
| Truist Financial Corp. | 0.00% | Reduce -2.2% | 43,879 | $847K |
| Commonwealth Equity Services, LLC | 0.00% | Add +9.2% | 43,604 | $842K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 41,679 | $804K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | Reduce -28.7% | 41,518 | $801K |
| Sound Income Strategies, LLC | 0.04% | Add +2036.6% | 38,096 | $758K |
| Closed-End Fund Advisors, Inc. | 0.44% | — | 38,831 | $749K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -7.5% | 38,831 | $749K |
| DAVENPORT & Co LLC | 0.00% | No change | 35,887 | $693K |
| Haven Private, LLC | 0.28% | New | 33,656 | $650K |
| XTX Topco Ltd | 0.02% | New | 33,519 | $647K |
| Virtus Investment Advisers, LLC | 0.17% | Reduce -16.4% | 33,322 | $643K |
| Bank of America Corp. | 0.00% | Add +46.0% | 32,879 | $635K |
| Caprock Group, LLC | 0.01% | No change | 32,665 | $630K |
| Jump Financial, LLC | 0.01% | New | 32,635 | $630K |
| Goldman Sachs Group Inc. | 0.00% | New | 32,514 | $628K |
| JPMorgan Chase & Co. | 0.00% | Add +266.7% | 32,245 | $622K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.0% | 31,233 | $603K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +33.1% | 30,128 | $581K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +8.4% | 30,125 | $581K |
| TrueMark Investments, LLC | 0.11% | New | 30,021 | $579K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.8% | 28,763 | $555K |
| Creative Planning | 0.00% | Add +2.4% | 28,716 | $554K |
| Quantinno Capital Management LP | 0.00% | No change | 27,165 | $524K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -12.7% | 27,051 | $522K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +3.0% | 27,000 | $521K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.4% | 26,966 | $520K |
| D. E. Shaw & Co. | 0.00% | New | 24,941 | $481K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 24,847 | $480K |
| Summit Trail Advisors, LLC | 0.01% | Add +0.5% | 22,616 | $436K |
| Eagle Global Advisors LLC | 0.02% | Reduce -0.3% | 22,255 | $430K |
| Susquehanna International Group, LLP | 0.00% | New | 22,006 | $425K |
| Ascentis Independent Advisors | 0.07% | Add +34.7% | 21,957 | $424K |
| Northern Trust Corp. | 0.00% | Reduce -8.3% | 21,240 | $410K |
| VestGen Advisors, LLC | 0.02% | Add +2.5% | 21,148 | $408K |
| Oxford Asset Management LLP | 0.14% | New | 20,239 | $391K |
| Verition Fund Management LLC | 0.00% | Add +28.7% | 20,200 | $390K |
| Accredited Investors Inc. | 0.02% | No change | 20,000 | $386K |
| Prospera Financial Services Inc | 0.01% | No change | 19,966 | $385K |
| Wells Fargo & Company | 0.00% | Reduce -3.7% | 19,612 | $379K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -6.6% | 19,489 | $376K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.9% | 18,988 | $374K |
| Monument Capital Management | 0.09% | No change | 19,039 | $367K |
| Apollon Wealth Management, LLC | 0.01% | Add +3.0% | 18,396 | $355K |
| Brevan Howard Capital Management LP | 0.01% | Reduce -41.5% | 18,194 | $351K |
| Cordgrass Capital Advisors, LLC | 0.08% | No change | 17,981 | $347K |
| Stifel Financial Corp. | 0.00% | Add +6.6% | 17,657 | $341K |
| Quantbot Technologies LP | 0.01% | New | 17,353 | $335K |
| Clearstead Advisors, LLC | 0.00% | No change | 16,432 | $317K |
| Secure Asset Management, LLC | 0.05% | Add +35.6% | 15,411 | $297K |
| Koss-Olinger Consulting, LLC | 0.02% | Reduce -6.2% | 15,153 | $292K |
| JT Stratford LLC | 0.04% | No change | 15,046 | $290K |
| Quadrature Capital Ltd | 0.00% | New | 14,841 | $286K |
| Aquatic Capital Management LLC | 0.01% | New | 14,519 | $280K |
| Global Retirement Partners, LLC | 0.00% | Reduce -34.5% | 13,970 | $270K |
| Private Advisor Group, LLC | 0.00% | Reduce -7.8% | 13,906 | $268K |
| HB Wealth Management, LLC | 0.00% | No change | 13,599 | $262K |
| Morey & Quinn Wealth Partners, LLC | 0.18% | No change | 13,278 | $256K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 13,011 | $251K |
"% of holder's portfolio" is FDUS's weight in each manager's 13F, not the share of Fidus Investment Corp. the manager owns.