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Main Street Capital

429 hedge funds and large institutions have $1.31B invested in Main Street Capital in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 145 increasing their positions, 121 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 36

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

20% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 121

6% more funds holding

Funds holding: 406429 (+23)

1.72% more ownership

Funds ownership: 22.42%24.14% (+1.7%)

3% more capital invested

Capital invested by funds: $1.27B → $1.31B (+$34M)

61% less call options, than puts

Call options by funds: $21.2M | Put options by funds: $54.8M

Holders
429
Holders Change
+23
Holders Change %
+5.67%
% of All Funds
5.22%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
66
Increased
145
Reduced
121
Closed
36
Calls
$21.2M
Puts
$54.8M
Net Calls
-$33.6M
Net Calls Change
+$6.69M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$3.07M -$847K -14,372 -22%
CIA
77
Capital Investment Advisors
Georgia
$3.02M -$16.8K -285 -0.6%
VC
78
Vestor Capital
Illinois
$2.92M -$2.78M -47,118 -97%
PFS
79
Prospera Financial Services
Texas
$2.91M +$11.4K +194 +0.4%
QT
80
Quantbot Technologies
New York
$2.88M -$383K -6,491 -12%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$2.88M -$4.44M -75,320 -61%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$2.69M +$2.19M +37,227 +507%
Luther King Capital Management (LKCM)
83
Luther King Capital Management (LKCM)
Texas
$2.56M
Bank of New York Mellon
84
Bank of New York Mellon
New York
$2.48M +$236K +4,005 +11%
FFB
85
First Financial Bankshares
Texas
$2.47M +$66.4K +1,127 +3%
Northern Trust
86
Northern Trust
Illinois
$2.44M -$274K -4,654 -10%
FFN
87
Focus Financial Network
Minnesota
$2.34M +$95.7K +1,623 +4%
William Blair & Company
88
William Blair & Company
Illinois
$2.34M -$134K -2,276 -6%
FIA
89
Foundations Investment Advisors
Arizona
$2.27M -$79.2K -1,344 -3%
ASN
90
Advisory Services Network
Georgia
$2.24M +$8.37K +142 +0.4%
DnB Asset Management
91
DnB Asset Management
Norway
$2.24M -$2.13M -36,122 -49%
Citadel Advisors
92
Citadel Advisors
Florida
$2.23M +$265K +4,489 +14%
SPC
93
Sigma Planning Corp
Michigan
$2.21M -$87K -1,476 -4%
CCM
94
Coldstream Capital Management
Washington
$2.18M -$55K -933 -3%
Mariner
95
Mariner
Kansas
$2.15M +$93.2K +1,580 +5%
BAMF
96
BI Asset Management Fondsmaeglerselskab
Denmark
$2.14M -$40.3K -683 -2%
GWM
97
Geneos Wealth Management
Colorado
$2.12M -$150K -2,551 -7%
A
98
AlphaQuest
New York
$2.08M +$1.09M +18,413 +115%
AWA
99
Arkadios Wealth Advisors
Georgia
$1.97M -$7.02K -119 -0.4%
Wealth Enhancement Advisory Services
100
Wealth Enhancement Advisory Services
Minnesota
$1.95M -$933K -15,829 -34%