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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
FFA
301
Farther Finance Advisors
California
$202K +$57.2K +965 +33%
WB
302
WesBanco Bank
West Virginia
$201K -$29.7K -502 -12%
SWM
303
SHP Wealth Management
Massachusetts
$200K -$118 -2 -0.1%
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$196K -$26.1K -441 -11%
HWA
305
Heritage Wealth Advisors
Virginia
$191K
SS
306
Sunbelt Securities
Texas
$183K +$296 +5 +0.1%
GAA
307
Global Assets Advisory
Florida
$170K +$190K +3,209 New
TY
308
Titiun Yejiel
$159K
CF
309
Centaurus Financial
California
$157K +$77.1K +1,301 +78%
SWA
310
SOA Wealth Advisors
New York
$153K +$2.25K +38 +1%
UBP
311
Union Bancaire Privee
Switzerland
$152K -$577K -9,741 -77%
HWA
312
HHM Wealth Advisors
Tennessee
$147K -$5.92K -100 -3%
WSC
313
Wellington Shields & Co
New York
$133K
RFA
314
Register Financial Advisors
Georgia
$129K
CT
315
Colonial Trust
South Carolina
$128K
CTC
316
Central Trust Company
Missouri
$127K +$142K +2,400 New
S
317
SignatureFD
Georgia
$121K +$27.6K +466 +26%
CCWM
318
Cassaday & Co Wealth Management
Virginia
$118K +$132K +2,225 New
PA
319
Parallel Advisors
California
$115K +$4.15K +70 +3%
VNIM
320
Vaughan Nelson Investment Management
Texas
$107K -$26.7K -450 -18%
National Bank of Canada
321
National Bank of Canada
Quebec, Canada
$106K -$5.63K -95 -5%
AF
322
Advisornet Financial
Minnesota
$105K -$45.6K -770 -28%
PTC
323
Private Trust Company
Ohio
$99K
AUB
324
Atlantic Union Bankshares
Virginia
$93.5K -$10.8K -182 -9%
B
325
Bayban
Minnesota
$85.4K