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Main Street Capital

288 hedge funds and large institutions have $660M invested in Main Street Capital in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 100 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
+16
Holders Change %
+5.88%
% of All Funds
4.54%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
41
Increased
100
Reduced
75
Closed
19
Calls
$18.5M
Puts
$7.17M
Net Calls
+$11.4M
Net Calls Change
-$317K
Name Holding Trade Value Shares
Change
Shares
Change %
TFCM
76
Taylor Frigon Capital Management
Arizona
$1.58M +$264K +6,596 +20%
CFA
77
Cahill Financial Advisors
Minnesota
$1.57M -$494K -12,339 -24%
ASN
78
Advisory Services Network
Georgia
$1.57M -$12K -301 -0.8%
SM
79
Scoggin Management
New York
$1.55M +$1.55M +38,792 New
SPC
80
Sigma Planning Corp
Michigan
$1.51M -$14.1K -352 -0.9%
Invesco
81
Invesco
Georgia
$1.49M +$195K +4,866 +15%
AWA
82
Arkadios Wealth Advisors
Georgia
$1.45M -$4K -100 -0.3%
AWS
83
Atria Wealth Solutions
New York
$1.43M +$19.7K +493 +1%
UBS Group
84
UBS Group
Switzerland
$1.42M -$1.53M -38,268 -52%
DP
85
Dearborn Partners
Illinois
$1.41M -$50.9K -1,271 -3%
Baird Financial Group
86
Baird Financial Group
Wisconsin
$1.4M -$49.5K -1,236 -3%
VWM
87
Venturi Wealth Management
Texas
$1.36M
ATC
88
Argent Trust Co
Tennessee
$1.31M +$97.9K +2,446 +8%
AAM
89
Advisors Asset Management
Colorado
$1.28M -$1.58M -39,357 -55%
DBRC
90
D.B. Root & Company
Pennsylvania
$1.27M +$45K +1,125 +4%
QT
91
Quantbot Technologies
New York
$1.24M +$1.24M +31,038 New
JPMPWA
92
J.P. Morgan Private Wealth Advisors
California
$1.2M -$187K -4,670 -13%
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
$1.2M -$80.1K -2,002 -6%
AR
94
Advisory Research
Illinois
$1.11M -$30.8K -769 -3%
MML Investors Services
95
MML Investors Services
Massachusetts
$1.06M -$98.8K -2,469 -9%
BCM
96
Brasada Capital Management
Texas
$1.05M -$120K -3,000 -10%
MA
97
Mutual Advisors
Nebraska
$1.05M -$529K -13,212 -34%
BF
98
BOK Financial
Oklahoma
$1M
PFS
99
Prospera Financial Services
Texas
$958K +$267K +6,662 +39%
CF
100
Centaurus Financial
California
$931K -$375K -9,365 -29%