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Main Street Capital

421 hedge funds and large institutions have $1.23B invested in Main Street Capital in 2026 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 168 increasing their positions, 108 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 108

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

1.64% more ownership

Funds ownership: 24.14%25.78% (+1.6%)

2% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 55

2% less funds holding

Funds holding: 429421 (-8)

6% less capital invested

Capital invested by funds: $1.31B → $1.23B (-$77.3M)

35% less call options, than puts

Call options by funds: $22.9M | Put options by funds: $35M

Holders
421
Holders Change
-8
Holders Change %
-1.86%
% of All Funds
5.19%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
56
Increased
168
Reduced
108
Closed
55
Calls
$22.9M
Puts
$35M
Net Calls
-$12.1M
Net Calls Change
+$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NFG
151
Nations Financial Group
Iowa
$882K +$65.3K +1,102 +7%
ProShare Advisors
152
ProShare Advisors
Maryland
$875K +$6.63K +112 +0.7%
BCA
153
Bay Colony Advisors
Massachusetts
$856K +$10.1K +170 +1%
XT
154
XTX Topco
Cayman Islands
$844K -$2.7M -45,579 -74%
Janney Montgomery Scott
155
Janney Montgomery Scott
Pennsylvania
$842K -$119K -2,010 -11%
VWM
156
Venturi Wealth Management
Texas
$825K
GSEP
157
Golden State Equity Partners
California
$811K +$451K +7,617 +99%
Corient Private Wealth
158
Corient Private Wealth
Florida
$810K -$105M -1,765,523 -99%
Stifel Financial
159
Stifel Financial
Missouri
$805K +$152K +2,567 +20%
BAM
160
Belpointe Asset Management
Nevada
$799K +$3.85K +65 +0.4%
FCA
161
Fortis Capital Advisors
Kansas
$799K +$3.85K +65 +0.4%
IFG
162
Independent Financial Group
California
$778K -$107K -1,812 -11%
NW
163
NewEdge Wealth
Pennsylvania
$772K
EH
164
Equitable Holdings
New York
$755K +$126K +2,125 +20%
WWA
165
WCG Wealth Advisors
Nevada
$746K -$81.4K -1,375 -9%
FSA
166
Financial Security Advisor
Virginia
$743K +$1.6K +27 +0.2%
MCM
167
MAI Capital Management
Ohio
$741K +$15.7K +265 +2%
EF
168
Empowered Funds
Pennsylvania
$735K +$9.77K +165 +1%
AF
169
Allworth Financial
California
$732K -$20.6K -348 -2%
MWM
170
Mindset Wealth Management
Indiana
$731K +$55.2K +932 +7%
P
171
&Partners
Tennessee
$711K +$575K +9,711 +257%
HWM
172
HB Wealth Management
Georgia
$710K +$56.3K +951 +8%
EGA
173
Eagle Global Advisors
Texas
$709K -$467K -7,880 -37%
SAM
174
Smartleaf Asset Management
Massachusetts
$690K +$2.49K +42 +0.3%
TWM
175
Tradition Wealth Management
Minnesota
$680K +$9.89K +167 +1%