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Main Street Capital

397 hedge funds and large institutions have $1.35B invested in Main Street Capital in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 156 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+46
Holders Change %
+13.11%
% of All Funds
5.29%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
80
Increased
156
Reduced
71
Closed
27
Calls
$10.2M
Puts
$43.3M
Net Calls
-$33.1M
Net Calls Change
-$39.3M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
326
Optimum Investment Advisors
Illinois
$29.3K
MWA
327
Moser Wealth Advisors
Washington
$29.3K
API
328
Asset Planning Inc
California
$29.3K +$29.3K +500 New
ST
329
Smithfield Trust
Pennsylvania
$29K
FDCDDQ
330
Federation des caisses Desjardins du Quebec
Quebec, Canada
$26.5K
WB
331
Webster Bank
Connecticut
$25.8K
RF
332
Roxbury Financial
New Jersey
$23.1K +$23.1K +416 New
AssetMark Inc
333
AssetMark Inc
California
$20.9K +$351 +6 +2%
WWP
334
WR Wealth Planners
Missouri
$19.7K +$59 +1 +0.3%
ADL
335
Asset Dedication LLC
California
$19K
AA
336
AlphaMark Advisors
Kentucky
$19K +$295 +5 +2%
SIM
337
Synergy Investment Management
Florida
$18.5K +$18.5K +315 New
BCMLT
338
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.2K +$234 +4 +1%
BBHC
339
Brown Brothers Harriman & Co
New York
$17.6K +$13.2K +225 +296%
MCM
340
Manchester Capital Management
Vermont
$17.6K
IWP
341
IAG Wealth Partners
Wisconsin
$17.6K
T
342
Transce3nd
Texas
$14K +$14K +239 New
HI
343
Human Investing
Oregon
$13.8K +$13.8K +235 New
AIC
344
Archer Investment Corporation
Indiana
$13.3K +$117 +2 +0.9%
SAM
345
Smartleaf Asset Management
Massachusetts
$13.2K +$13.1K +226 +11,300%
MRP
346
Measured Risk Portfolios
California
$12.9K +$12.9K +221 New
CA
347
Crewe Advisors
Utah
$12.8K +$644 +11 +5%
BWL
348
Bogart Wealth LLC
Virginia
$12.4K +$117 +2 +1%
CFGS
349
Concourse Financial Group Securities
Alabama
$12.1K
LC
350
Lavaca Capital
Texas
$11.7K +$11.7K +200 New