MidWestOne Financial Group

MOFG • NASDAQ

MidWestOne Financial Group is a banks - regional company in the financial services sector on NASDAQ, led by Len D. Devaisher, with a market cap of $848.6M. As of Q3 2025, 82% of shares are held by 121 institutional investors, with MidWestOne Financial Group, Inc. as the largest holder at 19.59%.

Interim Chief Executive OfficerLen D. Devaisher

Market Cap$848.6M

Banks - Regional

Financial Services

Employees732.0

Websitemidwestone.com

Country

United States of America

Overview

Overview of institutional ownership in MOFG as of Q3 2025 with a market cap of $585.8M

All Institutions

Institutions: 121
Value Held: $482.0M
Shares Held: 17.0M
Avg Position: $4.0M
Median Position: $419.4K

Hedge Funds

Hedge Funds: 21
Value Held: $72.5M
Shares Held: 2.6M
Avg Position: $3.5M
Median Position: $1.4M

Ownership Breakdown

Institutional (non-HF)

69.91%

$409.5M

Hedge Funds

12.38%

$72.5M

Retail & Other

17.71%

$103.7M

Based on market cap of $585.8M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in MOFG as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MidWestOne Financial Group, Inc. Institution	Len D. Devaisher CEO	$114.7M 13.94% of portfolio	19.59% 4.1M shares	Q2 2019 Held for 6y 5m	$823.4M
JENNISON ASSOCIATES LLC Long Only Manager	Jeffrey Todd Becker CEO	$40.5M 0.02% of portfolio	6.91% 1.4M shares	Q3 2024 Held for 1y 2m	$171.73B
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$38.3M 0.01% of portfolio	6.54% 1.4M shares	Q4 2023 Held for 1y 11m	$571.21B
B BlackRock, Inc. Institution	-	$36.4M 0.00% of portfolio	6.22% 1.3M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$29.1M 0.00% of portfolio	4.97% 1.0M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$22.6M 0.00% of portfolio	3.85% 797.7K shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
FJ Capital Management LLC Hedge Fund•Long/Short	Martin Saul Friedman Founder	$22.5M 2.25% of portfolio	3.85% 796.9K shares	Q4 2021 Held for 3y 11m	$999.9M
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$16.5M 0.00% of portfolio	2.82% 584.2K shares	Q2 2019 Held for 6y 5m	$691.34B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$14.6M 0.00% of portfolio	2.50% 517.0K shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$13.3M 0.00% of portfolio	2.27% 470.4K shares	≤ Q2 2013 Held for 12y 5m+	$1.57T

Net Capital Flow

Institutional buying and selling activity for MOFG in Q3 2025

Traded: +$307.8K
Buyers: 55
Sellers: 56
Total Bought: +$33.2M
Total Sold: −$32.9M
Avg Position: $3.6M

Biggest Buyers

Institution	Net Bought	Current Position
A ADAGE CAPITAL PARTNERS GP LLC Institution	+$4.8M +168.6K shares	$4.8M 168.6K shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$3.9M +139.0K shares	$38.3M 1.4M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$3.6M +128.8K shares	$5.6M 197.5K shares
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	+$2.9M +102.8K shares	$4.6M 163.9K shares
Fourthstone LLC Hedge Fund•Long/Short	+$2.5M +88.6K shares	$3.4M 120.0K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$1.5M +53.7K shares	$4.4M 155.5K shares
S Squarepoint Ops LLC Hedge Fund•Quant	+$1.4M +50.1K shares	$1.4M 50.1K shares
UBS Group AG Institution	+$1.1M +37.2K shares	$2.9M 101.6K shares
H HEARTLAND ADVISORS INC Long Only Manager	+$990.2K +35.0K shares	$5.0M 175.6K shares
JENNISON ASSOCIATES LLC Long Only Manager	+$972.8K +34.4K shares	$40.5M 1.4M shares

Biggest Sellers

Institution	Net Sold	Current Position
B BlackRock, Inc. Institution	−$6.7M −236.8K shares	$36.4M 1.3M shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	−$6.4M −223.3K shares	Sold Off 0 shares
N Nuveen, LLC Institution	−$4.4M −154.4K shares	$806.5K 28.5K shares
FIRST TRUST ADVISORS LP ETF Provider	−$1.8M −63.8K shares	$328.1K 11.6K shares
Trexquant Investment LP Hedge Fund•Quant	−$1.2M −42.7K shares	$1.2M 44.1K shares
AMERIPRISE FINANCIAL INC Institution	−$1.2M −41.6K shares	Sold Off 0 shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	−$1.1M −39.6K shares	Sold Off 0 shares
D Dynamic Technology Lab Private Ltd Institution	−$1.1M −37.3K shares	Sold Off 0 shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	−$919.8K −32.5K shares	$13.3M 470.4K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$736.5K −25.6K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited MOFG in Q3 2025

New Positions: 4
New Value: $766.1K
Exited Positions: 13
Exited Value: $12.2M

New Positions

Institution	Position Value
U Universal- Beteiligungs- und Servicegesellschaft mbH Institution	$471.4K 16.7K shares
LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC Long Only Manager	$290.0K 10.3K shares
O Optiver Holding B.V. Institution	$4.6K 164.0 shares
Farther Finance Advisors, LLC RIA/Wealth	$85.0 3.0 shares

Exited Positions

Institution	Previous Position
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	$6.4M 223.3K shares
AMERIPRISE FINANCIAL INC Institution	$1.2M 41.6K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	$1.1M 39.6K shares
D Dynamic Technology Lab Private Ltd Institution	$1.1M 37.3K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$736.5K 25.6K shares
Y Y-Intercept Ltd Institution	$715.3K 24.9K shares
Magnetar Financial LLC Hedge Fund•Multi-Strategy	$377.4K 13.1K shares
IEQ CAPITAL, LLC RIA/Wealth	$259.3K 9.0K shares
M MANUFACTURERES LIFE INSURANCE CO Institution	$240.6K 8.4K shares
Geneos Wealth Management Inc. RIA/Wealth	$1.8K 64.0 shares

Options Activity

Institutions with the largest Call and Put options positions in MOFG as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with MOFG as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
MidWestOne Financial Group, Inc. Institution	Len D. Devaisher CEO	13.94% $114.7M	19.59% 4.1M shares	Q2 2019 Held for 6y 5m	$823.4M
JACOBS ASSET MANAGEMENT, LLC Hedge Fund•Long/Short	Seymour Murray Jacobs Managing Partner	2.43% $4.4M	0.76% 156.8K shares	Q3 2024 Held for 1y 2m	$182.7M
FJ Capital Management LLC Hedge Fund•Long/Short	Martin Saul Friedman Founder	2.25% $22.5M	3.85% 796.9K shares	Q4 2021 Held for 3y 11m	$999.9M
M MENDON CAPITAL ADVISORS CORP Hedge Fund•Sector	Anton Villars Schutz President	1.91% $4.2M	0.72% 150.0K shares	Q3 2024 Held for 1y 2m	$221.8M
SANDLER ONEILL ASSET MANAGEMENT LLC Hedge Fund•Long/Short	Terry Anthony Maltese President	1.59% $10.3M	1.76% 363.4K shares	Q3 2024 Held for 1y 2m	$646.2M
Sippican Capital Adivsors RIA/Wealth	Gordon Chester Barrett Managing Partner	1.25% $1.9M	0.32% 65.6K shares	Q4 2023 Held for 1y 11m	$148.1M
Pinnacle Holdings, LLC RIA/Wealth	David Monroe Poarch Managing Partner	0.88% $2.2M	0.37% 76.7K shares	≤ Q2 2013 Held for 12y 5m+	$246.2M
S Stieven Capital Advisors, L.P. Hedge Fund•Long/Short	Joseph Albert Stieven Managing Partner	0.83% $4.4M	0.75% 155.6K shares	Q3 2024 Held for 1y 2m	$530.5M
Fourthstone LLC Hedge Fund•Long/Short	Amy Morris Stone CEO	0.61% $3.4M	0.58% 120.0K shares	Q2 2025 Held for 5 months	$557.6M
H HEARTLAND ADVISORS INC Long Only Manager	William Richard Nasgovitz CEO	0.26% $5.0M	0.85% 175.6K shares	Q3 2024 Held for 1y 2m	$1.9B

Hedge Fund Spotlight

Discover hedge funds investing in MOFG

MENDON CAPITAL ADVISORS CORP

Hedge Fund • Sector

Portfolio ManagerAnton Villars Schutz

Portfolio Value: $221.8M
Positions: 56
Last Reported: Q3 2025

Sector Allocation

Position in MidWestOne Financial Group

Market Value: $4.2M
Shares Held: 150.0K
Portfolio Weight: 1.91%
Owned Since: 2024-Q3

Top Holding	Sector	Market Value	Weight
1 Equity Bancshares EQBK	Banks - Regional Financial Services	$16.0M	7.20%
2 MCHB Mechanics Bank MCHB	Unknown Unknown	$14.0M	6.33%
3 Primis Financial Corp. FRST	Banks - Regional Financial Services	$12.8M	5.78%

View full profile

MidWestOne Financial Group

Overview

All Institutions

Hedge Funds

Ownership Breakdown

Biggest Investors

Net Capital Flow

Biggest Buyers

Biggest Sellers

Entry and Exit Activity

New Positions

Exited Positions

Options Activity

Call Positions

Put Positions

Most Committed Institutions

Hedge Fund Spotlight

Position in MidWestOne Financial Group

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