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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
KCM
326
Kathmere Capital Management
Pennsylvania
$82.8K +$92.6K +1,564 New
LSA
327
Leonteq Securities AG
Switzerland
$79.4K -$59.2K -1,000 -40%
IA
328
IFP Advisors
Florida
$77.4K +$1.3K +22 +2%
AssetMark Inc
329
AssetMark Inc
California
$76.8K +$41.2K +696 +92%
TRCT
330
Tower Research Capital (TRC)
New York
$75.8K +$42.8K +722 +102%
PUI
331
Purpose Unlimited Inc
$72.5K +$83.1K +1,403 New
PGAM
332
Princeton Global Asset Management
New Jersey
$68.3K
CCC
333
Chelsea Counsel Company
California
$67.8K
SOW
334
State of Wyoming
Wyoming
$65.3K +$73K +1,233 New
AAG
335
Armstrong Advisory Group
Massachusetts
$63.7K -$55.3K -934 -44%
FMP
336
Financial Management Professionals
Texas
$62.7K +$296 +5 +0.4%
SFS
337
Sunrise Financial Services
Washington
$61K +$30.8K +520 +82%
WTA
338
Washington Trust Advisors
Massachusetts
$59.8K
Fifth Third Bancorp
339
Fifth Third Bancorp
Ohio
$56.9K +$63.7K +1,075 New
WAS
340
Winch Advisory Services
Wisconsin
$56.7K +$1.07K +18 +2%
UB
341
UMB Bank
Missouri
$54.8K
NS
342
NBC Securities
Alabama
$53.3K +$770 +13 +1%
SG
343
Sankala Group
Colorado
$53K +$29.8K +503 +99%
WSFS
344
Wilmington Savings Fund Society
Delaware
$53K
AW
345
Avion Wealth
Texas
$52K
EWA
346
EverSource Wealth Advisors
Alabama
$51.5K +$1.01K +17 +2%
UBS AM
347
UBS AM
Illinois
$46.1K +$32K +540 +163%
CTA
348
Colonial Trust Advisors
South Carolina
$45.9K +$948 +16 +2%
CAL
349
Capital Advisors Ltd
Ohio
$40K
FNWA
350
Financial Network Wealth Advisors
Utah
$38K +$592 +10 +1%