MFIC Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Midcap Financial Invstmnt Co (MFIC) following the 2026 Q3 hedge fund 13F filings?

As of today, MFIC has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), MFIC gained +16.5% vs +9.9% 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.

Midcap Financial Invstmnt Co (MFIC)

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

Smart Money Signals — MFIC

Based on 171 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 MFIC 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 — 88% of 3.0Y peak

88% of all-time peak

171 funds currently hold this stock — 88% of the 3.0-year high of 195 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding MFIC is almost the same as a year ago (+4 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟠

More sellers than buyers — 47% buying

81 buying93 selling

Last quarter: 93 funds reduced or exited vs 81 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

➡️

Steady new buyers — ~27 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 29 → 34 → 23 → 27. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 33% medium ■ 19% new

83 out of 171 hedge funds have held MFIC 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.

📊

Peak discovery — momentum slowing

22 → 29 → 34 → 23 → 27 new funds/Q

New funds entering each quarter: 29 → 34 → 23 → 27. MFIC 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 — 55% veterans vs 24% newcomers

■ 55% veterans ■ 21% 1-2yr ■ 24% new

Entry-cohort mix of 174 holders: 96 (55%) are 2+ year veterans, 37 entered 1–2 years ago, and 41 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds

26 of 170 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.

3.0

out of 10

Low Exit Risk

Exit risk score 3.0/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	168	176	-4.55%
13F Shares	32M	32M	-0.36%
Total Value	$317M	$337M	-5.93%
New Positions	27	23	+4
Increased Positions	52	59	-7
Closed Positions	34	42	-8
Reduced Positions	60	56	+4
Total Calls	2	2	-
Total Puts	2	3	-33.33%
PUT/CALL Ratio	1.0	1.5	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

168

176

-4.55%

13F Shares

32M

-0.36%

Total Value

$317M

$337M

-5.93%

New Positions

Increased Positions

-7

Closed Positions

-8

Reduced Positions

Total Calls

Total Puts

-33.33%

PUT/CALL Ratio

1.0

1.5

Neutral

Institutional Holders (2026 Q3)

168 + investors

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

QUARTER:

2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 MFIC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Muzinich & Co., Inc.	2.20%	757,054	$6.6M
2	Castlekeep Investment Advisors LLC	1.92%	428,369	$3.7M
3	Beach Point Capital Management LP	0.92%	240,361	$2.1M
4	Sharpepoint LLC	0.69%	150,612	$1.3M
5	Camelot Portfolios, LLC	0.59%	91,763	$802K
6	Ethos Financial Group, LLC	0.38%	815,887	$7.1M
7	NewGen Asset Management Ltd	0.35%	80,000	$699K
8	Closed-End Fund Advisors, Inc.	0.30%	32,896	$288K
9	Millennium Capital Advisors, LLC	0.28%	61,823	$540K
10	Condor Capital Management	0.28%	435,851	$3.8M
11	Thornburg Investment Management Inc	0.23%	2,737,783	$23.9M
12	United Advisor Group, LLC	0.22%	263,690	$2.3M
13	Soros Fund Management LLC	0.19%	1,860,518	$16.3M
14	Garner Asset Management Corp	0.16%	59,010	$493K
15	LeClair Wealth Partners LLC	0.15%	40,885	$357K
16	DKM Wealth Management, Inc.	0.13%	23,500	$205K
17	TCFG Investment Advisors, LLC	0.12%	41,163	$360K
18	North Ground Capital	0.12%	10,100	$88K
19	Virtus Investment Advisers, LLC	0.10%	54,027	$472K
20	Decision Investments, Inc	0.09%	11,630	$102K
21	LB Partners LLC	0.07%	12,000	$105K
22	Melfa Wealth Management, INC.	0.07%	13,718	$120K
23	Meridian Investment Counsel INC.	0.07%	32,103	$281K
24	Bayshore Capital Advisors, LLC	0.05%	11,380	$99K
25	Denali Advisors LLC	0.05%	51,427	$449K

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 — Midcap Financial Invstmnt Co (MFIC)

What does the Smart Money Trend signal show for MFIC?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their MFIC 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 MFIC?

More sellers than buyers — 47% buying: Last quarter: 93 funds reduced or exited vs 81 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MFIC holders?

Strong quality — 30% AUM from major funds: 26 of 170 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 MFIC?

49% of holders stayed for 2+ years: 83 out of 171 hedge funds have held MFIC 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 Midcap Financial Invstmnt Co (MFIC) following the 2026 Q3 hedge fund 13F filings?

As of today, MFIC has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), MFIC has gained +16.5% vs +9.9% 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.

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Midcap Financial Invstmnt Co (MFIC)

Smart Money Signals — MFIC

Selling streak — 2 quarters in a row

High ownership — 88% of 3.0Y peak

Stable — ownership unchanged year-over-year

More sellers than buyers — 47% buying

Steady new buyers — ~27 new funds per quarter

49% of holders stayed for 2+ years

Peak discovery — momentum slowing

Veteran-anchored — 55% veterans vs 24% newcomers

Strong quality — 30% AUM from major funds

Institutional Sentiment Summary — MFIC

Hedge Fund Ownership: MFIC

Market Analysis: MFIC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MFIC

Is It Too Late to Buy Midcap Financial Invstmnt Co (MFIC) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: MFIC

Statistics: MFIC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q3)

Frequently Asked Questions — Midcap Financial Invstmnt Co (MFIC)

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