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Main Street Capital

421 hedge funds and large institutions have $1.23B invested in Main Street Capital in 2026 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 168 increasing their positions, 108 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 108

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1.64% more ownership

Funds ownership: 24.14%25.78% (+1.6%)

2% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 55

2% less funds holding

Funds holding: 429421 (-8)

6% less capital invested

Capital invested by funds: $1.31B → $1.23B (-$77.3M)

35% less call options, than puts

Call options by funds: $22.9M | Put options by funds: $35M

Holders
421
Holders Change
-8
Holders Change %
-1.86%
% of All Funds
5.19%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
56
Increased
168
Reduced
108
Closed
55
Calls
$22.9M
Puts
$35M
Net Calls
-$12.1M
Net Calls Change
+$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
226
Castle Rock Wealth Management
California
$376K -$1.72K -29 -0.4%
SC
227
Schubert & Co
Texas
$374K
MFG
228
Merit Financial Group
Georgia
$364K -$62.5K -1,055 -13%
TSS
229
Two Sigma Securities
New York
$359K +$121K +2,047 +43%
IA
230
Integrity Alliance
Iowa
$357K +$399K +6,735 New
SFC
231
Strategic Financial Concepts
Texas
$353K +$41.3K +698 +12%
LIA
232
LBMC Investment Advisors
Tennessee
$351K
LGF
233
LGT Group Foundation
Liechtenstein
$346K +$387K +6,532 New
FWA
234
FSM Wealth Advisors
Ohio
$344K -$889 -15 -0.2%
CCM
235
Compass Capital Management
Minnesota
$335K +$375K +6,325 New
VM
236
VPR Management
Texas
$332K +$5.8K +98 +2%
MC
237
Moors & Cabot
Massachusetts
$329K
CAG
238
Csenge Advisory Group
Florida
$328K +$9.65K +163 +3%
SFA
239
Sequoia Financial Advisors
Ohio
$325K +$12.3K +207 +3%
Citigroup
240
Citigroup
New York
$323K +$278K +4,692 +333%
GT
241
Glenview Trust
Kentucky
$323K
IWM
242
Iams Wealth Management
Nebraska
$323K
RFN
243
RDA Financial Network
Iowa
$323K
BP
244
BWM Planning
Texas
$322K +$360K +6,078 New
UCMOK
245
United Capital Management of KS
Kansas
$321K -$41.6K -702 -10%
ANBT
246
American National Bank & Trust
Texas
$318K
CAG
247
Crestwood Advisors Group
Massachusetts
$310K
BCM
248
Brookstone Capital Management
Illinois
$309K +$21.4K +362 +7%
CIAM
249
Caitong International Asset Management
Hong Kong
$304K +$337K +5,688 +13,228%
SWA
250
Stratos Wealth Advisors
Ohio
$298K -$11.3K -191 -3%