MAIN icon

Main Street Capital

325 hedge funds and large institutions have $806M invested in Main Street Capital in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 120 increasing their positions, 78 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+15
Holders Change %
+4.84%
% of All Funds
4.71%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
47
Increased
120
Reduced
78
Closed
26
Calls
$17.7M
Puts
$10.6M
Net Calls
+$7.13M
Net Calls Change
-$4.72M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
151
Concurrent Investment Advisors
Florida
$502K +$74K +1,564 +17%
CPA
152
Capital Performance Advisors
California
$498K
SFI
153
Susquehanna Fundamental Investments
Pennsylvania
$475K +$475K +10,050 New
VEA
154
Virtus ETF Advisers
New York
$463K +$81.8K +1,730 +21%
CCC
155
Chelsea Counsel Company
California
$463K
WT
156
Whittier Trust
California
$463K
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$459K +$21.7K +458 +5%
DM
158
Deerfield Management
New York
$452K +$222K +4,700 +97%
HWM
159
HB Wealth Management
Georgia
$445K -$1.23K -26 -0.3%
AG
160
AlTi Global
New York
$442K
RFN
161
RDA Financial Network
Iowa
$434K +$994 +21 +0.2%
IWA
162
Icon Wealth Advisors
Texas
$431K
AF
163
Allworth Financial
California
$428K
SWP
164
Stratos Wealth Partners
Ohio
$419K +$39K +824 +10%
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$417K -$417K -8,811 -50%
CRWM
166
Castle Rock Wealth Management
California
$408K +$2.61K +52 +0.6%
NFG
167
Nations Financial Group
Iowa
$406K +$103K +2,174 +34%
BCWM
168
Bartlett & Co Wealth Management
Ohio
$397K
UAG
169
United Advisor Group
Ohio
$397K +$397K +8,383 New
OIA
170
OneDigital Investment Advisors
Kansas
$394K +$11.1K +234 +3%
PWM
171
Perigon Wealth Management
California
$394K +$26K +550 +7%
ATC
172
Argent Trust Co
Tennessee
$389K -$131K -2,760 -25%
LNC
173
Lincoln National Corp
Pennsylvania
$367K +$1.51K +32 +0.4%
XT
174
XTX Topco
Cayman Islands
$365K +$365K +7,714 New
Focus Partners Wealth
175
Focus Partners Wealth
Massachusetts
$358K