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Main Street Capital

429 hedge funds and large institutions have $1.31B invested in Main Street Capital in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 145 increasing their positions, 121 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 36

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

20% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 121

6% more funds holding

Funds holding: 406429 (+23)

1.72% more ownership

Funds ownership: 22.42%24.14% (+1.7%)

3% more capital invested

Capital invested by funds: $1.27B → $1.31B (+$34M)

61% less call options, than puts

Call options by funds: $21.2M | Put options by funds: $54.8M

Holders
429
Holders Change
+23
Holders Change %
+5.67%
% of All Funds
5.22%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
66
Increased
145
Reduced
121
Closed
36
Calls
$21.2M
Puts
$54.8M
Net Calls
-$33.6M
Net Calls Change
+$6.69M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
301
Waverly Advisors
Alabama
$214K +$209K +3,542 New
GAFA
302
Garton & Associates Financial Advisors
Kentucky
$213K +$208K +3,532 New
AWAU
303
Alliance Wealth Advisors (Utah)
Utah
$211K +$206K +3,500 New
CFM
304
Catalyst Funds Management
Australia
$211K +$206K +3,500 New
SS
305
Sunbelt Securities
Texas
$209K +$177 +3 +0.1%
VT
306
Vise Technologies
New York
$209K -$62.5K -1,060 -23%
AFP
307
Ausdal Financial Partners
Iowa
$206K -$49.5K -840 -20%
TY
308
Titiun Yejiel
$181K +$177K +3,000 New
FFA
309
Farther Finance Advisors
California
$177K +$46.2K +784 +36%
EPG
310
Estate Planners Group
Pennsylvania
$175K +$171K +2,894 New
HWA
311
HHM Wealth Advisors
Tennessee
$174K -$23.6K -400 -12%
CIBC Private Wealth Group
312
CIBC Private Wealth Group
Georgia
$172K
SWA
313
SOA Wealth Advisors
New York
$172K +$2.12K +36 +1%
SA
314
Strategic Advocates
Utah
$168K +$37.4K +634 +29%
AF
315
Advisornet Financial
Minnesota
$166K +$6.01K +102 +4%
WSC
316
Wellington Shields & Co
New York
$152K +$106K +1,795 +248%
LSA
317
Leonteq Securities AG
Switzerland
$151K
VNIM
318
Vaughan Nelson Investment Management
Texas
$149K -$10.3K -175 -7%
TAM
319
Tucker Asset Management
Colorado
$148K +$144K +2,447 New
RFA
320
Register Financial Advisors
Georgia
$148K
CT
321
Colonial Trust
South Carolina
$146K -$53.4K -905 -27%
CFS
322
Compass Financial Services
Iowa
$138K +$2.36K +40 +2%
AAG
323
Armstrong Advisory Group
Massachusetts
$129K -$20.2K -342 -14%
PA
324
Parallel Advisors
California
$127K -$9.79K -166 -7%
National Bank of Canada
325
National Bank of Canada
Quebec, Canada
$126K