Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Fidus Invt Corp (FDUS)

134 + Investors. Track Smart Money conviction in FDUS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -9
Streak
2Q ▼
Buyers last Q
52%

Smart Money Signals — FDUS

Based on 135 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their FDUS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
135 funds currently hold this stock — 92% of the 3.0-year high of 147 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

67 buying62 selling
Last quarter: 67 funds bought or added vs 62 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 20 → 31 → 23 → 16. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 29% medium ■ 16% new
74 out of 135 hedge funds have held FDUS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+4% value, -12% shares)

Value
+3%
Shares
-12%
Last quarter: total value of institutional FDUS holdings rose +4% even though funds reduced share count by 12%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📊

Peak discovery — momentum slowing

17 → 20 → 31 → 23 → 16 new funds/Q
New funds entering each quarter: 20 → 31 → 23 → 16. FDUS is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 57% veterans vs 28% newcomers

■ 57% veterans ■ 15% 1-2yr ■ 28% new
Entry-cohort mix of 137 holders: 78 (57%) are 2+ year veterans, 20 entered 1–2 years ago, and 39 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
25 of 134 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FDUS

In 2026 Q2, 67 hedge funds were net buyers of FDUS (16 opened a new position, 51 added to an existing one), while 62 reduced or exited (37 trimmed, 25 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 28% of total institutional value in FDUS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -9 funds (more exits than new entries). Total institutional holders: 135.

Hedge Fund Ownership: FDUS

How many hedge funds hold FDUS — quarterly history vs. share price
Quarterly hedge fund ownership of FDUS vs. share price

Market Analysis: FDUS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FDUS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: FDUS
134 + Investors

Track Smart Money conviction in FDUS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 134 144 -6.94%
13F Shares 9M 10M -12.29%
Total Value $166M $160M 3.64%
New Positions 16 23 -7
Increased Positions 51 49 +2
Closed Positions 25 26 -1
Reduced Positions 36 36 -
Total Calls 2 1 100.0%
Total Puts 1 1 -
PUT/CALL Ratio 0.5 1.0 Bullish

Statistics: FDUS

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Institutional Holders (2026 Q2)

134 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FDUS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 FDUS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Muzinich & Co., Inc. 2.40% 368,298 $7.0M
2 Significant Wealth Partners LLC 1.34% 64,831 $1.2M
3 Plan Group Financial, LLC 0.49% 125,520 $2.4M
4 Palogic Value Management, L.P. 0.44% 70,647 $1.3M
5 nVerses Capital, LLC 0.43% 14,780 $282K
6 Davis Investment Partners, LLC 0.41% 70,771 $1.3M
7 Haven Private, LLC 0.36% 50,068 $955K
8 VARCOV Co. 0.33% 45,067 $859K
9 Legacy Capital Wealth Partners, LLC 0.31% 85,990 $1.6M
10 Novare Capital Management LLC 0.30% 219,069 $4.2M
11 WT Wealth Management 0.27% 51,113 $975K
12 Sage Investment Counsel LLC 0.27% 14,070 $268K
13 PFG Advisors 0.20% 205,088 $3.9M
14 Kingstone Capital Partners Texas, LLC 0.17% 16,741 $319K
15 Ethos Financial Group, LLC 0.17% 130,999 $2.5M
16 Morey & Quinn Wealth Partners, LLC 0.16% 13,278 $253K
17 Greenland Capital Management LP 0.16% 67,000 $1.3M
18 Cordgrass Capital Advisors, LLC 0.13% 17,981 $343K
19 Capital Investment Advisory Services, LLC 0.13% 106,974 $2.0M
20 Monument Capital Management 0.10% 26,460 $505K
21 Virtus Investment Advisers, LLC 0.10% 22,003 $420K
22 Adams Asset Advisors, LLC 0.07% 32,919 $628K
23 Secure Asset Management, LLC 0.06% 23,728 $452K
24 Sound Income Strategies, LLC 0.06% 72,904 $1.4M
25 Riverbridge Partners LLC 0.06% 110,869 $2.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Fidus Invt Corp (FDUS)

What does the Smart Money Trend signal show for FDUS?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their FDUS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FDUS?

Slight buying edge — 52% buying: Last quarter: 67 funds bought or added vs 62 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FDUS holders?

Strong quality — 28% AUM from major funds: 25 of 134 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FDUS?

55% of holders stayed for 2+ years: 74 out of 135 hedge funds have held FDUS for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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