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Main Street Capital

400 hedge funds and large institutions have $1.36B invested in Main Street Capital in 2024 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 158 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 27

123% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 71

46% more capital invested

Capital invested by funds: $928M → $1.36B (+$427M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

13% more funds holding

Funds holding: 353400 (+47)

0.09% more ownership

Funds ownership: 21.34%21.43% (+0.09%)

76% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $43.3M

Holders
400
Holders Change
+47
Holders Change %
+13.31%
% of All Funds
5.27%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
81
Increased
158
Reduced
71
Closed
27
Calls
$10.2M
Puts
$43.3M
Net Calls
-$33.1M
Net Calls Change
-$39.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$4.63M +$309K +5,795 +8%
PM
52
Pembroke Management
Quebec, Canada
$4.58M +$63.6K +1,193 +2%
AP
53
Americana Partners
Texas
$4.42M +$55K +1,031 +1%
WA
54
Wambolt & Associates
Colorado
$4.41M -$515K -9,656 -11%
Canada Life
55
Canada Life
Manitoba, Canada
$4.09M -$264K -4,951 -7%
JFG
56
Jefferies Financial Group
New York
$3.99M +$3.63M +68,160 New
NW
57
Naviter Wealth
Arkansas
$3.88M +$254K +4,765 +8%
IWM
58
IHT Wealth Management
Illinois
$3.67M -$49.5K -929 -1%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$3.45M +$12.2K +229 +0.4%
BAAM
60
Baker Avenue Asset Management
California
$3.44M +$41.7K +782 +1%
KAS
61
Kestra Advisory Services
Texas
$3.43M +$1.63M +30,567 +109%
Cerity Partners
62
Cerity Partners
New York
$3.41M -$14.8K -278 -0.5%
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$3.38M +$1.6M +30,046 +108%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$3.14M +$2.86M +53,578 New
LFG
65
Larson Financial Group
Missouri
$3.12M +$441K +8,269 +18%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$3.11M -$113K -2,121 -4%
M&T Bank
67
M&T Bank
New York
$3.01M
SWM
68
Segment Wealth Management
Texas
$2.95M +$365K +6,856 +16%
CIA
69
Capital Investment Advisors
Georgia
$2.94M -$133K -2,501 -5%
VC
70
Vestor Capital
Illinois
$2.83M
PFS
71
Prospera Financial Services
Texas
$2.83M +$77.1K +1,446 +3%
MWM
72
MGB Wealth Management
Texas
$2.77M +$240K +4,500 +10%
Credit Agricole
73
Credit Agricole
France
$2.72M +$895K +16,789 +57%
TFCM
74
Taylor Frigon Capital Management
Arizona
$2.65M -$58.2K -1,092 -2%
SPC
75
Sigma Planning Corp
Michigan
$2.62M +$231K +4,342 +11%