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Main Street Capital

405 hedge funds and large institutions have $1.27B invested in Main Street Capital in 2025 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 153 increasing their positions, 97 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $1.31B → $1.27B (-$33M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

65% less call options, than puts

Call options by funds: $21.3M | Put options by funds: $61.5M

Holders
405
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$21.3M
Puts
$61.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Allworth Financial
California
$1.09M
BTI
127
Blue Trust Inc
Georgia
$1.08M
SCA
128
SMH Capital Advisors
Texas
$1.06M
UCI
129
Uncommon Cents Investing
Wisconsin
$1.06M
BCA
130
Bay Colony Advisors
Massachusetts
$1.05M
SAI
131
Savvy Advisors Inc
New York
$1.04M
UBP
132
Union Bancaire Privee
Switzerland
$1.04M
WWA
133
WCG Wealth Advisors
Nevada
$1.03M
A
134
AlphaQuest
New York
$1.02M
VWM
135
Venturi Wealth Management
Texas
$991K
BAM
136
Belpointe Asset Management
Nevada
$956K
FCA
137
Fortis Capital Advisors
Kansas
$956K
CCM
138
Chilton Capital Management
Texas
$953K
SFI
139
Susquehanna Fundamental Investments
Pennsylvania
$950K
SA
140
Sanctuary Advisors
Indiana
$931K
WIA
141
Westbourne Investment Advisors
Maryland
$897K
CIA
142
Concurrent Investment Advisors
Florida
$892K
FSA
143
Financial Security Advisor
Virginia
$875K
MCM
144
MAI Capital Management
Ohio
$874K
AWM
145
AllSquare Wealth Management
New York
$870K
Stifel Financial
146
Stifel Financial
Missouri
$856K
PI
147
PFG Investments
New York
$855K
RWB
148
RMR Wealth Builders
New Jersey
$838K
NW
149
NewEdge Wealth
Pennsylvania
$834K
AI
150
Atria Investments
North Carolina
$817K