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Main Street Capital

404 hedge funds and large institutions have $1.27B invested in Main Street Capital in 2025 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 153 increasing their positions, 97 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $1.31B → $1.27B (-$33.2M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

65% less call options, than puts

Call options by funds: $21.3M | Put options by funds: $61.5M

Holders
404
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.3M
Puts
$61.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
276
Cornerstone Wealth Management
Missouri
$232K
FWM
277
Focused Wealth Management
New York
$230K
SFC
278
Strategic Financial Concepts
Texas
$229K
HWA
279
Heritage Wealth Advisors
Virginia
$229K
GS
280
GWN Securities
Florida
$228K
KFS
281
Kaizen Financial Strategies
California
$221K
AR
282
Advisory Research
Illinois
$221K
SS
283
Sunbelt Securities
Texas
$220K
ECM
284
Evergreen Capital Management
Washington
$220K
MA
285
MKT Advisors
California
$215K
NFSG
286
Newbridge Financial Services Group
Florida
$211K
CT
287
Colonial Trust
South Carolina
$211K
HWA
288
HHM Wealth Advisors
Tennessee
$209K
CAS
289
Coppell Advisory Solutions
Texas
$208K
Squarepoint
290
Squarepoint
New York
$205K
SFA
291
Sequoia Financial Advisors
Ohio
$201K
Wealthfront Advisers
292
Wealthfront Advisers
California
$201K
Comerica Bank
293
Comerica Bank
Texas
$189K
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$183K
CIBC Private Wealth Group
295
CIBC Private Wealth Group
Georgia
$181K
SWA
296
SOA Wealth Advisors
New York
$178K
AF
297
Advisornet Financial
Minnesota
$169K
VNIM
298
Vaughan Nelson Investment Management
Texas
$169K
Group One Trading
299
Group One Trading
Illinois
$165K
LSA
300
Leonteq Securities AG
Switzerland
$159K