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Main Street Capital

338 hedge funds and large institutions have $869M invested in Main Street Capital in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 133 increasing their positions, 78 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+13
Holders Change %
+4%
% of All Funds
4.92%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
45
Increased
133
Reduced
78
Closed
27
Calls
$15M
Puts
$3.52M
Net Calls
+$11.5M
Net Calls Change
+$4.38M
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
51
IHT Wealth Management
Illinois
$3.2M +$11.5K +227 +0.4%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$3.11M +$259K +5,122 +9%
UBS Group
53
UBS Group
Switzerland
$3.05M +$162K +3,214 +6%
BAAM
54
Baker Avenue Asset Management
California
$2.81M -$66.6K -1,320 -2%
NW
55
Naviter Wealth
Arkansas
$2.8M +$630K +12,471 +29%
BRWA
56
B. Riley Wealth Advisors
Florida
$2.78M +$103K +2,049 +4%
Creative Planning
57
Creative Planning
Kansas
$2.7M +$152K +3,002 +6%
Two Sigma Advisers
58
Two Sigma Advisers
New York
$2.65M -$3.29M -65,200 -55%
CIA
59
Capital Investment Advisors
Georgia
$2.63M +$3.38K +67 +0.1%
M&T Bank
60
M&T Bank
New York
$2.59M
VC
61
Vestor Capital
Illinois
$2.44M
RJA
62
Raymond James & Associates
Florida
$2.42M +$41.7K +826 +2%
TFCM
63
Taylor Frigon Capital Management
Arizona
$2.35M +$313K +6,197 +15%
PFS
64
Prospera Financial Services
Texas
$2.34M +$113K +2,228 +5%
SWM
65
Segment Wealth Management
Texas
$2.18M +$14.4K +285 +0.7%
LFG
66
Larson Financial Group
Missouri
$2.17M +$133K +2,638 +7%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$2.17M -$31.6K -625 -1%
MWM
68
MGB Wealth Management
Texas
$2.15M +$7.73K +150 +0.4%
AAM
69
Advisors Asset Management
Colorado
$2.14M +$1.18M +23,352 +123%
Luther King Capital Management (LKCM)
70
Luther King Capital Management (LKCM)
Texas
$2.11M
Barclays
71
Barclays
United Kingdom
$2.08M +$2.08M +41,155 New
AWS
72
Atria Wealth Solutions
New York
$2.06M +$594K +11,760 +40%
William Blair & Company
73
William Blair & Company
Illinois
$2.04M -$193K -3,828 -9%
FFB
74
First Financial Bankshares
Texas
$2.03M -$5.11M -101,238 -72%
CCM
75
Coldstream Capital Management
Washington
$2M -$2.17K -43 -0.1%