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Main Street Capital
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Overview Fund Activity

397 hedge funds and large institutions have $1.35B invested in Main Street Capital in 2024 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 156 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+46
Holders Change %
+13.11%
% of All Funds
5.29%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
80
Increased
156
Reduced
71
Closed
27
Calls
$10.2M
Puts
$43.3M
Net Calls
-$33.1M
Net Calls Change
-$39.3M

Top Buyers

1
Invesco
Invesco
Georgia
$8.15M
2
First Trust Advisors
First Trust Advisors
Illinois
$6.06M
3
MDCM
Morgan Dempsey Capital Management
Wisconsin
$6.01M
4
VanEck Associates
VanEck Associates
New York
$75.5M
5
BlackRock
BlackRock
New York
$26.9M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
Morgan Stanley
Morgan Stanley
New York
$56.9M
3
Bank of America
Bank of America
North Carolina
$5.61M
4
MHI
Miller Howard Investments
New York
$0
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
151
Atria Investments
North Carolina
$754K +$754K +12,874 New
ST
152
Sentinel Trust
Texas
$751K -$60.8K -1,039 -7%
SWP
153
Stratos Wealth Partners
Ohio
$749K +$2.05K +35 +0.3%
KWM
154
Kingsview Wealth Management
Oregon
$743K +$331K +5,651 +80%
BAM
155
Belpointe Asset Management
Nevada
$741K – – –
FCA
156
Fortis Capital Advisors
Kansas
$741K – – –
TWM
157
Tradition Wealth Management
Minnesota
$711K +$7.44K +127 +1%
CCA
158
Catalyst Capital Advisors
New York
$710K – – –
GC
159
Guggenheim Capital
Illinois
$709K +$37.8K +646 +6%
MWM
160
Mindset Wealth Management
Indiana
$708K – – –
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$701K +$133K +2,264 +23%
Stifel Financial
162
Stifel Financial
Missouri
$662K +$24.9K +425 +4%
BTI
163
Blue Trust Inc
Georgia
$660K +$339K +5,791 +106%
Truist Financial
164
Truist Financial
North Carolina
$633K -$7.97K -136 -1%
PSB
165
Passumpsic Savings Bank
Vermont
$628K -$2.52K -43 -0.4%
WWA
166
WCG Wealth Advisors
Nevada
$622K +$29.3K +500 +5%
CPA
167
Capital Performance Advisors
California
$616K – – –
MAM
168
Milestone Asset Management
Pennsylvania
$609K +$225K +3,843 +59%
CRWM
169
Castle Rock Wealth Management
California
$585K +$68K +1,106 +13%
BWP
170
Balboa Wealth Partners
Arizona
$582K -$44.2K -755 -7%
VEA
171
Virtus ETF Advisers
New York
$581K +$22.6K +386 +4%
VPIM
172
Vanguard Personalized Indexing Management
California
$573K +$63.6K +1,085 +12%
CCC
173
Chelsea Counsel Company
California
$573K – – –
WT
174
Whittier Trust
California
$573K – – –
EF
175
Empowered Funds
Pennsylvania
$567K +$567K +9,683 New
5 6
7
8 9