MidCap Financial Investment Corporation
MFIC and MFICL • NASDAQ
MidCap Financial Investment Corporation is a asset management company in the financial services sector on NASDAQ, led by Howard T. Widra, with a market cap of $1.1B. As of Q3 2025, 31% of shares are held by 174 institutional investors, with THORNBURG INVESTMENT MANAGEMENT INC as the largest holder at 3.36%.
Chief Executive OfficerHoward T. Widra
Market Cap$1.1B
Asset Management
Financial Services
Websitemidcapfinancialic.com
Country
United States of America
Overview
Overview of institutional ownership in MFIC and MFICL as of Q3 2025 with a market cap of $1.1B
All Institutions
- Institutions
- 174
- Value Held
- $351.4M
- Shares Held
- 29.3M
- Avg Position
- $2.0M
- Median Position
- $281.8K
Hedge Funds
- Hedge Funds
- 11
- Value Held
- $15.1M
- Shares Held
- 1.3M
- Avg Position
- $1.4M
- Median Position
- $601.6K
Ownership Breakdown
Based on market cap of $1.1B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in MFIC and MFICL as of Q3 2025
| Institution | Position Value |
|---|---|
 THORNBURG INVESTMENT MANAGEMENT INC Long Only Manager | $37.6M 0.49% of portfolio |
 VAN ECK ASSOCIATES CORP ETF Provider | $30.1M 0.03% of portfolio |
A Apollo Management Holdings, L.P. Institution | $28.6M 0.51% of portfolio |
 MORGAN STANLEY RIA/Wealth | $23.0M 0.00% of portfolio |
 UBS Group AG Institution | $20.4M 0.00% of portfolio |
 Next Capital Management LLC RIA/Wealth | $16.1M 5.37% of portfolio |
 Invesco Ltd. ETF Provider | $10.6M 0.00% of portfolio |
 FRANKLIN RESOURCES INC Institution | $9.2M 0.00% of portfolio |
 CURA WEALTH ADVISORS, LLC RIA/Wealth | $7.4M 2.85% of portfolio |
L LEGAL & GENERAL GROUP PLC Institution | $6.9M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for MFIC and MFICL in Q3 2025
- Traded
- −$164.4M
- Buyers
- 85
- Sellers
- 64
- Total Bought
- +$34.4M
- Total Sold
- −$198.8M
- Avg Position
- $1.8M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Next Capital Management LLC RIA/Wealth | +$7.4M +616.2K shares |
 Janney Montgomery Scott LLC RIA/Wealth | +$4.1M +339.3K shares |
 CF Capital LLC Hedge Fund•Sector | +$3.0M +250.0K shares |
THORNBURG INVESTMENT MANAGEMENT INC Long Only Manager | +$2.4M +200.0K shares |
 Muzinich & Co., Inc. Long Only Manager | +$2.0M +170.1K shares |
S Sumitomo Mitsui Trust Holdings, Inc. Institution | +$2.0M +168.4K shares |
A Alpine Partners VI, LLC Institution | +$1.6M +132.5K shares |
VAN ECK ASSOCIATES CORP ETF Provider | +$1.5M +121.5K shares |
Invesco Ltd. ETF Provider | +$1.3M +110.0K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$755.2K +63.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Kingstone Capital Partners Texas, LLC RIA/Wealth | −$174.3M −13.8M shares |
B BlackRock, Inc. Institution | −$3.4M −287.0K shares |
N Neuberger Berman Group LLC Institution | −$2.9M −242.9K shares |
S STIFEL FINANCIAL CORP Long Only Manager | −$2.2M −183.5K shares |
 TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy | −$2.0M −166.6K shares |
 MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$1.5M −124.3K shares |
CURA WEALTH ADVISORS, LLC RIA/Wealth | −$1.1M −91.0K shares |
 M Holdings Securities, Inc. RIA/Wealth | −$912.7K −72.3K shares |
 Advisors Asset Management, Inc. ETF Provider | −$875.0K −73.0K shares |
 Hennion & Walsh Asset Management, Inc. RIA/Wealth | −$675.5K −56.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited MFIC and MFICL in Q3 2025
- New Positions
- 9
- New Value
- $698.8K
- Exited Positions
- 17
- Exited Value
- $178.4M
New Positions
| Institution | Position Value |
|---|---|
 Founders Financial Alliance, LLC RIA/Wealth | $162.9K 13.6K shares |
P Permanens Capital L.P. Institution | $132.2K 11.0K shares |
 Union Bankshares Corp Institution | $125.9K 10.5K shares |
 Morris Retirement Advisors, LLC RIA/Wealth | $122.5K 10.2K shares |
S State of Alaska, Department of Revenue Institution | $46.4K 3.9K shares |
 FINANCIAL CONSULATE, INC RIA/Wealth | $46.1K 3.8K shares |
U UMA Financial Services, Inc. RIA/Wealth | $42.0K 3.5K shares |
 Sound Income Strategies, LLC RIA/Wealth | $12.9K 1.1K shares |
 Triumph Capital Management RIA/Wealth | $7.9K 660.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Kingstone Capital Partners Texas, LLC RIA/Wealth | $174.3M 13.8M shares |
M Holdings Securities, Inc. RIA/Wealth | $912.7K 72.3K shares |
 Connor, Clark & Lunn Investment Management Ltd. Long Only Manager | $654.4K 51.9K shares |
E EVOKE WEALTH, LLC RIA/Wealth | $464.4K 36.8K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $307.6K 24.4K shares |
 Kestra Advisory Services, LLC RIA/Wealth | $243.1K 19.3K shares |
 WESTBOURNE INVESTMENTS, INC. RIA/Wealth | $238.9K 18.9K shares |
 Quantbot Technologies LLC Hedge Fund•Quant | $230.3K 18.2K shares |
J JANE STREET GROUP, LLC Institution | $190.6K 15.1K shares |
 INTL FCSTONE INC. Institution | $176.1K 14.0K shares |
Options Activity
Institutions with the largest Call and Put options positions in MFIC and MFICL as of Q3 2025
- Call Positions
- 5
- Call Value
- $1.8M
- Put Positions
- 3
- Put Value
- $1.3M
Call Positions
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.1M 956.0 contracts |
P PEAK6 LLC Institution | $309.3K 258.0 contracts |
W WOLVERINE TRADING, LLC Institution | $165.0K 138.0 contracts |
J JANE STREET GROUP, LLC Institution | $163.1K 136.0 contracts |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | - - contracts |
Put Positions
| Institution | Position Value |
|---|---|
 Crawford Fund Management, LLC Hedge Fund•Long/Short | $1.1M 930.0 contracts |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $171.5K 143.0 contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | - - contracts |
Most Committed Institutions
Institutions with MFIC and MFICL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Next Capital Management LLC RIA/Wealth | 5.37% $16.1M |
CURA WEALTH ADVISORS, LLC RIA/Wealth | 2.85% $7.4M |
Muzinich & Co., Inc. Long Only Manager | 2.66% $6.9M |
 CASTLEKEEP INVESTMENT ADVISORS LLC RIA/Wealth | 2.27% $4.8M |
CF Capital LLC Hedge Fund•Sector | 1.89% $3.0M |
S SHARPEPOINT LLC RIA/Wealth | 0.95% $1.0M |
G Garner Asset Management Corp RIA/Wealth | 0.83% $2.0M |
 Callodine Capital Management, LP Hedge Fund•Long/Short | 0.54% $6.1M |
A Apollo Management Holdings, L.P. Institution | 0.51% $28.6M |
THORNBURG INVESTMENT MANAGEMENT INC Long Only Manager | 0.49% $37.6M |
Hedge Fund Spotlight
Discover hedge funds investing in MFIC and MFICL
F
FOX RUN MANAGEMENT, L.L.C.
Hedge Fund • Quant
Portfolio ManagerSandeep Kumar
- Portfolio Value
- $640.3M
- Positions
- 870
- Last Reported
- Q3 2025
Sector Allocation
Position in MidCap Financial Investment Corporation
MFIC and MFICL
- Market Value
- $658.0K
- Shares Held
- 54.5K
- Portfolio Weight
- 0.13%
- Owned Since
- 2022-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $7.7M | 1.20% | |
ETF ETF | $4.3M | 0.67% | |
ETF ETF | $3.9M | 0.61% |
