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Main Street Capital

291 hedge funds and large institutions have $716M invested in Main Street Capital in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 68 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
291
Holders Change
+3
Holders Change %
+1.04%
% of All Funds
4.64%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
31
Increased
118
Reduced
68
Closed
26
Calls
$12.1M
Puts
$11.9M
Net Calls
+$204K
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Shares
Change %
ATC
76
Argent Trust Co
Tennessee
$1.66M +$337K +8,292 +25%
LFG
77
Larson Financial Group
Missouri
$1.65M +$10.8K +267 +0.7%
TFCM
78
Taylor Frigon Capital Management
Arizona
$1.64M +$37K +911 +2%
ASN
79
Advisory Services Network
Georgia
$1.63M +$36.1K +888 +2%
CFA
80
Cahill Financial Advisors
Minnesota
$1.6M +$6.1K +150 +0.4%
VWM
81
Venturi Wealth Management
Texas
$1.55M +$166K +4,090 +12%
Invesco
82
Invesco
Georgia
$1.55M +$39.7K +978 +3%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$1.54M +$1.54M +37,904 New
AWA
84
Arkadios Wealth Advisors
Georgia
$1.48M +$8.25K +203 +0.6%
Connor, Clark & Lunn Investment Management (CC&L)
85
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.43M +$1.43M +35,262 New
PFS
86
Prospera Financial Services
Texas
$1.42M +$452K +11,119 +47%
DP
87
Dearborn Partners
Illinois
$1.41M -$16K -395 -1%
LCWP
88
Legacy Capital Wealth Partners
Arkansas
$1.4M +$1.4M +34,388 New
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$1.38M +$163K +4,002 +13%
Baird Financial Group
90
Baird Financial Group
Wisconsin
$1.33M -$84.6K -2,081 -6%
DBRC
91
D.B. Root & Company
Pennsylvania
$1.29M +$9.3K +229 +0.7%
AAM
92
Advisors Asset Management
Colorado
$1.29M -$2.28K -56 -0.2%
JPMPWA
93
J.P. Morgan Private Wealth Advisors
California
$1.22M -$4.02K -99 -0.3%
AWS
94
Atria Wealth Solutions
New York
$1.17M -$285K -7,012 -20%
QT
95
Quantbot Technologies
New York
$1.08M -$180K -4,435 -14%
CA
96
Cetera Advisors
Colorado
$1.08M +$232K +5,716 +27%
AR
97
Advisory Research
Illinois
$1.07M -$60.2K -1,481 -5%
BAM
98
Belpointe Asset Management
Nevada
$1.06M +$776K +19,090 +272%
BCM
99
Brasada Capital Management
Texas
$1.05M
MA
100
Mutual Advisors
Nebraska
$1.03M -$37.2K -915 -3%