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Main Street Capital

390 hedge funds and large institutions have $1.07B invested in Main Street Capital in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 142 increasing their positions, 112 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 112

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.1% less ownership

Funds ownership: 21.43%21.33% (-0.1%)

4% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 51

3% less funds holding

Funds holding: 400390 (-10)

21% less capital invested

Capital invested by funds: $1.36B → $1.07B (-$287M)

80% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $56.9M

Holders
390
Holders Change
-10
Holders Change %
-2.5%
% of All Funds
5.23%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
49
Increased
142
Reduced
112
Closed
51
Calls
$11.4M
Puts
$56.9M
Net Calls
-$45.5M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
DA
26
Denali Advisors
California
$8.8M -$298K -5,015 -3%
BEI
27
Benjamin Edwards Inc
Missouri
$8.45M +$243K +4,082 +3%
Citadel Advisors
28
Citadel Advisors
Florida
$7.85M +$5.74M +96,611 +229%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$7.8M -$65.5K -1,101 -0.8%
JP Morgan Chase
30
JP Morgan Chase
New York
$7.62M -$265K -4,451 -3%
CIM
31
Confluence Investment Management
Missouri
$7.35M -$61.4K -1,033 -0.8%
USCWA
32
U.S. Capital Wealth Advisors
Texas
$7.27M +$328K +5,522 +4%
JIC
33
Joel Isaacson & Co
New York
$7.26M +$9.69K +163 +0.1%
Wells Fargo
34
Wells Fargo
California
$6.86M +$201K +3,377 +3%
HC
35
Hourglass Capital
Texas
$6.82M -$90.4K -1,520 -1%
TH
36
TCTC Holdings
Texas
$6.78M +$107K +1,800 +2%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$6.74M +$703K +11,821 +11%
HPIA
38
Hamilton Point Investment Advisors
North Carolina
$6.7M +$47.7K +803 +0.7%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$6.67M -$132K -2,215 -2%
SWM
40
Segment Wealth Management
Texas
$6.67M +$4.02M +67,626 +134%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$6.45M +$6.78M +114,089 New
CCA
42
Childress Capital Advisors
Texas
$6.35M -$262K -4,400 -4%
AAM
43
Advisors Asset Management
Colorado
$6.22M +$428K +7,192 +7%
Victory Capital Management
44
Victory Capital Management
Texas
$6.21M +$6.52M +109,714 New
MWM
45
Meridian Wealth Management
Kentucky
$5.81M -$392K -6,595 -6%
HighTower Advisors
46
HighTower Advisors
Illinois
$5.69M -$244K -4,105 -4%
Loomis, Sayles & Company
47
Loomis, Sayles & Company
Massachusetts
$5.66M +$5.95M +100,000 New
IWC
48
Integrated Wealth Concepts
Massachusetts
$5.58M +$102K +1,712 +2%
MWM
49
MGB Wealth Management
Texas
$5.5M +$2.87M +48,207 +102%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$5.41M +$2.5M +42,054 +78%

MAIN Hedge Fund Activity: Q1 2025 in Review

390 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Main Street Capital (MAIN) for Q1 2025, worth a combined $1.07B — down 21% from $1.36B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of MAIN and 49 opened new positions — a net loss of 2 holders — while 112 trimmed existing stakes and 142 added.

The largest buyer was Invesco, adding an estimated $23.4M. The largest seller was Burgundy Asset Management, cutting an estimated $66.3M.

  • 390 institutional investors held Main Street Capital (MAIN) as of Q1 2025, down from 400 in Q4 2024.
  • Funds reported $1.07B of Main Street Capital stock for Q1 2025, down 21% quarter-over-quarter.
  • 49 funds opened new Main Street Capital positions in Q1 2025 and 51 closed out, a net change of -2 holders.
  • The largest Main Street Capital buyer in Q1 2025 was Invesco, an estimated $23.4M added.
  • The largest Main Street Capital seller in Q1 2025 was Burgundy Asset Management, an estimated $66.3M sold.

Based on aggregated 13F filings for Q1 2025.