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Main Street Capital

384 hedge funds and large institutions have $1.06B invested in Main Street Capital in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 140 increasing their positions, 111 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
-13
Holders Change %
-3.27%
% of All Funds
5.22%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
47
Increased
140
Reduced
111
Closed
50
Calls
$11.4M
Puts
$56.9M
Net Calls
-$45.5M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Shares
Change %
DA
26
Denali Advisors
California
$8.8M -$284K -5,015 -3%
BEI
27
Benjamin Edwards Inc
Missouri
$8.45M +$231K +4,082 +3%
Citadel Advisors
28
Citadel Advisors
Florida
$7.85M +$5.46M +96,611 +229%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$7.8M -$62.3K -1,101 -0.8%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$7.62M -$252K -4,451 -3%
CIM
31
Confluence Investment Management
Missouri
$7.35M -$58.4K -1,033 -0.8%
USCWA
32
U.S. Capital Wealth Advisors
Texas
$7.27M +$312K +5,522 +4%
JIC
33
Joel Isaacson & Co
New York
$7.26M +$9.22K +163 +0.1%
Wells Fargo
34
Wells Fargo
California
$6.86M +$191K +3,377 +3%
HC
35
Hourglass Capital
Texas
$6.82M -$86K -1,520 -1%
TH
36
TCTC Holdings
Texas
$6.78M +$102K +1,800 +2%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$6.74M +$669K +11,821 +11%
HPIA
38
Hamilton Point Investment Advisors
North Carolina
$6.7M +$45.4K +803 +0.7%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$6.67M -$125K -2,215 -2%
SWM
40
Segment Wealth Management
Texas
$6.67M +$3.82M +67,626 +134%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$6.45M +$6.45M +114,089 New
CCA
42
Childress Capital Advisors
Texas
$6.35M -$249K -4,400 -4%
AAM
43
Advisors Asset Management
Colorado
$6.22M +$407K +7,192 +7%
Victory Capital Management
44
Victory Capital Management
Texas
$6.21M +$6.21M +109,714 New
MWM
45
Meridian Wealth Management
Kentucky
$5.81M -$373K -6,595 -6%
HighTower Advisors
46
HighTower Advisors
Illinois
$5.69M -$232K -4,105 -4%
Loomis, Sayles & Company
47
Loomis, Sayles & Company
Massachusetts
$5.66M +$5.66M +100,000 New
IWC
48
Integrated Wealth Concepts
Massachusetts
$5.58M +$96.8K +1,712 +2%
MWM
49
MGB Wealth Management
Texas
$5.5M +$2.77M +48,207 +102%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$5.41M +$2.38M +42,054 +78%