Medifast
MED • NYSE
Medifast is a personal products & services company in the consumer cyclical sector on NYSE, led by Daniel Chard, with a market cap of $135.9M. As of Q3 2025, 84% of shares are held by 121 institutional investors, with BlackRock, Inc. as the largest holder at 8.35%.
Executive Chairman and CEODaniel Chard
Market Cap$135.9M
Personal Products & Services
Consumer Cyclical
Employees634.0
Websitemedifastinc.com
Country
United States of America
Overview
Overview of institutional ownership in MED as of Q3 2025 with a market cap of $150.2M
All Institutions
- Institutions
- 121
- Value Held
- $126.4M
- Shares Held
- 9.2M
- Avg Position
- $1.0M
- Median Position
- $144.0K
Hedge Funds
- Hedge Funds
- 16
- Value Held
- $29.6M
- Shares Held
- 2.2M
- Avg Position
- $1.8M
- Median Position
- $1.0M
Ownership Breakdown
Based on market cap of $150.2M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in MED as of Q3 2025
| Institution | Position Value |
|---|---|
B BlackRock, Inc. Institution | $12.6M 0.00% of portfolio |
 RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | $10.9M 0.01% of portfolio |
 VANGUARD GROUP INC Institution | $9.7M 0.00% of portfolio |
 SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager | $8.1M 0.00% of portfolio |
 MORGAN STANLEY RIA/Wealth | $8.0M 0.00% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $6.2M 0.00% of portfolio |
 ACADIAN ASSET MANAGEMENT LLC Long Only Manager | $5.4M 0.01% of portfolio |
 Lido Advisors, LLC RIA/Wealth | $4.5M 0.02% of portfolio |
 AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | $4.2M 0.00% of portfolio |
 DIMENSIONAL FUND ADVISORS LP Long Only Manager | $4.1M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for MED in Q3 2025
- Traded
- +$8.4M
- Buyers
- 63
- Sellers
- 41
- Total Bought
- +$18.0M
- Total Sold
- −$9.6M
- Avg Position
- $902.7K
Biggest Buyers
| Institution | Net Bought |
|---|---|
Lido Advisors, LLC RIA/Wealth | +$4.5M +330.7K shares |
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager | +$2.4M +174.0K shares |
MORGAN STANLEY RIA/Wealth | +$1.8M +130.8K shares |
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$1.2M +90.7K shares |
 VICTORY CAPITAL MANAGEMENT INC Long Only Manager | +$866.9K +63.4K shares |
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager | +$827.5K +60.5K shares |
BANK OF AMERICA CORP /DE/ Institution | +$767.9K +56.2K shares |
 GOLDMAN SACHS GROUP INC Institution | +$747.8K +54.7K shares |
DIMENSIONAL FUND ADVISORS LP Long Only Manager | +$669.4K +49.0K shares |
A Allianz Asset Management AG Institution | +$424.0K +31.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
VANGUARD GROUP INC Institution | −$1.4M −104.7K shares |
 MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$1.3M −92.7K shares |
 UBS Group AG Institution | −$1.1M −77.1K shares |
 JACOBS LEVY EQUITY MANAGEMENT, INC Hedge Fund•Quant | −$807.0K −59.0K shares |
D D. E. Shaw & Co., Inc. Institution | −$787.1K −57.6K shares |
A Amundi Institution | −$445.0K −30.4K shares |
 Trexquant Investment LP Hedge Fund•Quant | −$424.9K −31.1K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$414.5K −29.5K shares |
 ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant | −$350.7K −25.0K shares |
 STATE OF WISCONSIN INVESTMENT BOARD RIA/Wealth | −$295.8K −21.1K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited MED in Q3 2025
- New Positions
- 7
- New Value
- $4.9M
- Exited Positions
- 18
- Exited Value
- $3.7M
New Positions
| Institution | Position Value |
|---|---|
Lido Advisors, LLC RIA/Wealth | $4.5M 330.7K shares |
 IEQ CAPITAL, LLC RIA/Wealth | $239.4K 17.5K shares |
 Groupe la Francaise Fund of Funds | $89.3K 7.6K shares |
 CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth | $13.7K 1.0K shares |
O Optiver Holding B.V. Institution | $2.4K 176.0 shares |
 TD PRIVATE CLIENT WEALTH LLC RIA/Wealth | $902.0 66.0 shares |
 Hartland & Co., LLC RIA/Wealth | $397.0 29.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy | $1.3M 92.7K shares |
A Amundi Institution | $445.0K 30.4K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $414.5K 29.5K shares |
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant | $350.7K 25.0K shares |
STATE OF WISCONSIN INVESTMENT BOARD RIA/Wealth | $295.8K 21.1K shares |
 CHICKASAW CAPITAL MANAGEMENT LLC Long Only Manager | $207.1K 14.7K shares |
 PRUDENTIAL FINANCIAL INC Institution | $199.6K 14.2K shares |
 Engineers Gate Manager LP Hedge Fund•Quant | $160.9K 11.5K shares |
S State of Wyoming Institution | $115.0K 8.2K shares |
S STRS OHIO Institution | $81.5K 5.8K shares |
Options Activity
Institutions with the largest Call and Put options positions in MED as of Q3 2025
- Call Positions
- 7
- Call Value
- $23.9M
- Put Positions
- 4
- Put Value
- $304.8K
Call Positions
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $8.4M 6.1K contracts |
J JANE STREET GROUP, LLC Institution | $5.7M 4.2K contracts |
P PEAK6 LLC Institution | $5.5M 4.1K contracts |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $3.4M 2.5K contracts |
 Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy | $356.8K 261.0 contracts |
 Walleye Trading LLC RIA/Wealth | $269.3K 197.0 contracts |
D D. E. Shaw & Co., Inc. Institution | $228.3K 167.0 contracts |
Put Positions
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $166.8K 122.0 contracts |
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy | $138.1K 101.0 contracts |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | - - contracts |
Walleye Trading LLC RIA/Wealth | - - contracts |
Most Committed Institutions
Institutions with MED as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
P Peapod Lane Capital LLC Institution | 1.08% $1.2M |
 Virtus Family Office LLC Family Office | 1.02% $1.1M |
 SummerHaven Investment Management, LLC Long Only Manager | 0.46% $793.6K |
 COMMONS CAPITAL, LLC RIA/Wealth | 0.35% $519.5K |
 Quinn Opportunity Partners LLC Hedge Fund•Event Driven | 0.13% $1.7M |
P PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Long/Short | 0.12% $1.1M |
D Divisadero Street Capital Management, LP Hedge Fund•Long/Short | 0.05% $1.1M |
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager | 0.03% $1.6M |
 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC Hedge Fund•Distressed | 0.02% $541.0K |
Lido Advisors, LLC RIA/Wealth | 0.02% $4.5M |
Hedge Fund Spotlight
Discover hedge funds investing in MED
AQR CAPITAL MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerDavid Gary Kabiller
- Portfolio Value
- $156.17B
- Positions
- 3,453
- Last Reported
- Q3 2025
Sector Allocation
Position in Medifast
- Market Value
- $4.2M
- Shares Held
- 310.8K
- Portfolio Weight
- 0.00%
- Owned Since
- 2013-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $4.1B | 2.62% | |
Software - Infrastructure Technology | $3.2B | 2.05% | |
Consumer Electronics Technology | $2.8B | 1.76% |
