Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIDUS INVT CORP (FDUS)

142 + 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
↑ +17
Streak
4Q ▲
Buyers last Q
61%

Smart Money Signals — FDUS

Based on 140 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added FDUS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
140 hedge funds hold FDUS right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +36% more funds vs a year ago

fund count last 6Q
+37 new funds entered over the past year (+36% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 61% buying

76 buying49 selling
Last quarter: 76 funds were net buyers (30 opened a brand new position + 46 added to an existing one). Only 49 were sellers (36 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new FDUS position: 19 → 14 → 19 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 23% medium ■ 24% new
75 out of 140 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.
📈

Growing discovery — still being found

15 → 19 → 14 → 19 → 30 new funds/Q
New funds entering each quarter: 19 → 14 → 19 → 30. A growing number of institutions are discovering FDUS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 11% 1-2yr ■ 30% new
Of 142 current holders: 84 (59%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
16 of 140 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 0 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: FDUS
2026 Q1 Stats Unlock in 21 days 142 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 142 124 14.52%
13F Shares 10M 9M 4.94%
Total Value $190M $190M -0.01%
New Positions 30 19 +11
Increased Positions 48 46 +2
Closed Positions 13 11 +2
Reduced Positions 38 37 +1
Total Calls 2 2 -
Total Puts 1 1 -
PUT/CALL Ratio 0.5 0.5 Bullish

Statistics: FDUS

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

142 + investors

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

Top 25 institutional holders of FDUS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Muzinich & Co., Inc. 2.12% 348,311 $6.1M
2 Significant Wealth Partners LLC 1.37% 63,646 $1.1M
3 Columbus Macro, LLC 0.94% 505,567 $8.8M
4 Davis Investment Partners, LLC 0.44% 71,007 $1.2M
5 MQS Management LLC 0.41% 34,627 $603K
6 Plan Group Financial, LLC 0.40% 98,802 $1.7M
7 NOVARE CAPITAL MANAGEMENT LLC 0.28% 206,114 $3.6M
8 WT Wealth Management 0.26% 51,113 $890K
9 Sage Investment Counsel LLC 0.25% 13,070 $228K
10 Morey & Quinn Wealth Partners, LLC 0.16% 13,278 $231K
11 Monument Capital Management 0.08% 19,039 $332K
12 Secure Asset Management, LLC 0.06% 20,564 $358K
13 MeadowBrook Investment Advisors LLC 0.05% 3,355 $58K
14 RIVERBRIDGE PARTNERS LLC 0.05% 109,885 $1.9M
15 ROCKLAND TRUST CO 0.04% 55,912 $974K
16 Sound Income Strategies, LLC 0.03% 41,317 $715K
17 Ascentis Independent Advisors 0.03% 22,268 $388K
18 Y-Intercept (Hong Kong) Ltd 0.02% 73,533 $1.3M
19 Cornerstone Wealth Management, LLC 0.02% 27,826 $485K
20 Hilton Head Capital Partners, LLC 0.02% 1,550 $27K
21 Fiduciary Alliance LLC 0.01% 12,301 $230K
22 Stratos Wealth Partners, LTD. 0.01% 30,610 $533K
23 Apollon Wealth Management, LLC 0.01% 20,877 $364K
24 Prospera Financial Services Inc 0.01% 19,966 $348K
25 Capital Advisors, Ltd. LLC 0.00% 2,250 —
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?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added FDUS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FDUS?

More buyers than sellers — 61% buying: Last quarter: 76 funds were net buyers (30 opened a brand new position + 46 added to an existing one). Only 49 were sellers (36 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FDUS holders?

Strong quality — 20% AUM from major funds: 16 of 140 holders rank in the top 100 by AUM, accounting for 20% 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?

54% of holders stayed for 2+ years: 75 out of 140 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.