Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Fidus Invt Corp (FDUS)

143 + 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
↓ -2
Streak
1Q ▼
Buyers last Q
54%

Smart Money Signals — FDUS

Based on 144 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
144 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 — +23% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+23% 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.
🟡

Slight buying edge — 54% buying

73 buying61 selling
Last quarter: 73 funds bought or added vs 61 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 (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 16 → 20 → 31 → 23. 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.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 24% medium ■ 25% new
74 out of 144 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.
💎

Buying through price weakness — shares -1%, value -18%

Value
-17%
Shares
0%
Last quarter: funds added -1% more shares while total portfolio value only changed -18%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

19 → 16 → 20 → 31 → 23 new funds/Q
New funds entering each quarter: 16 → 20 → 31 → 23. A growing number of institutions are discovering FDUS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 11% 1-2yr ■ 32% new
Of 145 current holders: 82 (57%) 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 — 30% AUM from major funds

30% from top-100 AUM funds
25 of 144 holders rank in the top 100 by AUM, accounting for 30% 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.

Institutional Sentiment Summary — FDUS

In 2026 Q1, 73 hedge funds were net buyers of FDUS (23 opened a new position, 50 added to an existing one), while 61 reduced or exited (36 trimmed, 25 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 30% of total institutional value in FDUS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 144.

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.

Is It Too Late to Buy Fidus Invt Corp (FDUS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FDUS has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
FDUS
+5.5%
XLF
+1220.3%

FDUS outperformed XLF by -1214.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
FDUS
-2.2%
XLF
+4.8%

Since the filing became public, FDUS outperformed XLF by -7.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: FDUS
143 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 143 146 -2.05%
13F Shares 10M 10M -0.81%
Total Value $160M $195M -17.8%
New Positions 22 31 -9
Increased Positions 49 48 +1
Closed Positions 25 13 +12
Reduced Positions 36 35 +1
Total Calls 1 2 -50.0%
Total Puts 1 1 -
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: FDUS

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

143 + 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 Q1 · 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 Palogic Value Management, L.P. 0.54% 72,868 $1.3M
5 Davis Investment Partners, LLC 0.44% 71,007 $1.2M
6 MQS Management LLC 0.41% 34,627 $603K
7 Plan Group Financial, LLC 0.40% 98,802 $1.7M
8 Haven Private, LLC 0.37% 48,650 $847K
9 Legacy Capital Wealth Partners, LLC 0.29% 79,654 $1.4M
10 nVerses Capital, LLC 0.29% 18,039 $314K
11 Novare Capital Management LLC 0.28% 206,114 $3.6M
12 WT Wealth Management 0.26% 51,113 $890K
13 Sage Investment Counsel LLC 0.25% 13,070 $228K
14 Ethos Financial Group, LLC 0.19% 138,173 $2.7M
15 Morey & Quinn Wealth Partners, LLC 0.16% 13,278 $231K
16 PFG Advisors 0.16% 187,689 $3.3M
17 Virtus Investment Advisers, LLC 0.15% 30,443 $530K
18 Capital Investment Advisory Services, LLC 0.13% 105,120 $1.8M
19 Greenland Capital Management LP 0.13% 58,000 $1.0M
20 Kingstone Capital Partners Texas, LLC 0.12% 10,856 $189K
21 Dynamic Technology Lab Private Ltd 0.09% 31,425 $547K
22 Monument Capital Management 0.08% 19,039 $332K
23 Cordgrass Capital Advisors, LLC 0.07% 17,981 $313K
24 Secure Asset Management, LLC 0.06% 20,564 $358K
25 MeadowBrook Investment Advisors LLC 0.05% 3,355 $58K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 54% buying: Last quarter: 73 funds bought or added vs 61 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 — 30% AUM from major funds: 25 of 144 holders rank in the top 100 by AUM, accounting for 30% 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?

51% of holders stayed for 2+ years: 74 out of 144 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.

Is it too late to buy Fidus Invt Corp (FDUS) following the 2026 Q1 hedge fund 13F filings?

As of today, FDUS has moved -2.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -7.0%. Since the quarter end (March 31, 2026), FDUS has gained +5.5% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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