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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
SI
276
Stephens Inc
Arkansas
$245K +$474 +8 +0.2%
CFB
277
Cullen/Frost Bankers
Texas
$244K +$118 +2 +0%
DWM
278
Destination Wealth Management
California
$238K +$266K +4,494 New
CRI
279
Colonial River Investments
Virginia
$236K
RA
280
Riverstone Advisors
Texas
$233K +$14.8K +250 +6%
NJIM
281
Nabity-Jensen Investment Management
Nebraska
$230K +$7.82K +132 +3%
AWM
282
Accurate Wealth Management
Florida
$228K +$3.02K +51 +1%
SVWAG
283
Sound View Wealth Advisors Group
Georgia
$228K -$41.4K -699 -14%
PA
284
Procyon Advisors
Connecticut
$224K
UAG
285
United Advisor Group
Ohio
$222K -$68.1K -1,150 -21%
AWA
286
Argo Wealth Advisory
Virginia
$221K
HHCP
287
Hilton Head Capital Partners
South Carolina
$219K +$652 +11 +0.3%
SOADOR
288
State of Alaska Department of Revenue
Alaska
$218K
SW
289
SteelPeak Wealth
California
$218K +$244K +4,116 New
KeyBank National Association
290
KeyBank National Association
Ohio
$217K +$243K +4,100 New
KFS
291
Kaizen Financial Strategies
California
$213K +$4.09K +69 +2%
MGIA
292
Matthew Goff Investment Advisor
Texas
$212K
TCWA
293
Turtle Creek Wealth Advisors
Texas
$212K
CPL
294
CAP Partners LLC
Tennessee
$211K -$1.36K -23 -0.6%
PGF
295
Plan Group Financial
Oklahoma
$209K +$9.95K +168 +4%
VT
296
Vise Technologies
New York
$209K
DS
297
DRW Securities
Illinois
$209K +$233K +3,938 New
Nisa Investment Advisors
298
Nisa Investment Advisors
Missouri
$207K
AFP
299
Ausdal Financial Partners
Iowa
$206K +$28.6K +482 +14%
CPC
300
Cookson Peirce & Co
Pennsylvania
$205K +$2.07K +35 +0.9%