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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
CIA
401
Cape Investment Advisory
Georgia
$6.04K +$5.9K +100 New
EWM
402
Evolution Wealth Management
Florida
$6.04K +$5.9K +100 New
FC
403
Financial Consulate
Maryland
$5.19K
EP
404
Essential Partners
California
$4.95K +$4.83K +82 New
SC
405
Swan Capital
Florida
$4.41K +$3.13K +53 +265%
EAM
406
Erste Asset Management
Austria
$3.81K -$75.5K -1,280 -95%
DSC
407
Duncker Streett & Co
Missouri
$3.62K
SIC
408
SJS Investment Consulting
Ohio
$3.54K +$59 +1 +2%
DJSG
409
D.J. St. Germain
Massachusetts
$3.5K +$59 +1 +2%
SWP
410
Strategic Wealth Partners
Ohio
$3.2K +$3.13K +53 New
C
411
Covestor
United Kingdom
$3K -$59 -1 -2%
QCG
412
Quadrant Capital Group
Ohio
$2.84K
CIAM
413
Caitong International Asset Management
Hong Kong
$2.6K -$9.32K -158 -79%
DCM
414
Davis Capital Management
Florida
$1.99K
MWA
415
Medallion Wealth Advisors
Connecticut
$1.33K
FMII
416
Farmers & Merchants Investments Inc
Nebraska
$1.15K
GI
417
GAMMA Investing
California
$1.15K
VCM
418
Versant Capital Management
Arizona
$1.11K
Fidelity Investments
419
Fidelity Investments
Massachusetts
$1.03K
GSWM
420
Golden State Wealth Management
California
$845
DB
421
Danske Bank
Denmark
$845 +$825 +14 New
EWM
422
Evermay Wealth Management
Virginia
$604
Barclays
423
Barclays
United Kingdom
$483 +$236 +4 +100%
ACA
424
Atlas Capital Advisors
Wyoming
$354 +$295 +5 New
MHIP
425
Mountain Hill Investment Partners
New Jersey
$312