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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
HBW
351
Hazlett, Burt & Watson
West Virginia
$37K
PWMG
352
Prestige Wealth Management Group
New Jersey
$34.4K
RFP
353
Root Financial Partners
California
$34.4K
SGK
354
Steigerwald Gordon & Koch
Virginia
$31.8K
Q1WB
355
Quest 10 Wealth Builders
Virginia
$31.8K +$11.8K +200 +50%
KCM
356
Key Capital Management
Tennessee
$30.6K -$15K -254 -31%
TC
357
Truvestments Capital
Florida
$30.6K -$11.6K -196 -25%
GWM
358
Gilpin Wealth Management
Colorado
$27.5K
QL
359
Quarry LP
New York
$27K +$30.2K +510 New
BBHC
360
Brown Brothers Harriman & Co
New York
$26.5K +$11.8K +200 +66%
API
361
Asset Planning Inc
California
$26.5K
ST
362
Smithfield Trust
Pennsylvania
$26K
Simplex Trading
363
Simplex Trading
Illinois
$25.4K -$73.6K -1,243 -72%
SC
364
SouthState Corp
Florida
$24.4K
FDCDDQ
365
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.4K
AIP
366
Ameritas Investment Partners
Nebraska
$24K +$26.9K +454 New
RF
367
Roxbury Financial
New Jersey
$22.4K
WPA
368
Wealth Preservation Advisors
Tennessee
$21.2K
PWM
369
Peterson Wealth Management
Nevada
$21.2K +$23.7K +400 New
P
370
Palladiem
Pennsylvania
$20.9K
HAP
371
Harbor Asset Planning
Massachusetts
$19.7K
SWM
372
Spire Wealth Management
Virginia
$17.7K -$34.5K -582 -64%
ADL
373
Asset Dedication LLC
California
$17.2K
KFG
374
Kingdom Financial Group
Arizona
$16.5K +$355 +6 +2%
LAS
375
Lloyd Advisory Services
Georgia
$16.5K +$18.5K +312 New