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Main Street Capital

404 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, 96 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 (-$36M)

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
404
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
DBRC
151
D.B. Root & Company
Pennsylvania
$810K
TWM
152
Tradition Wealth Management
Minnesota
$800K
MWM
153
Mindset Wealth Management
Indiana
$796K
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$789K
Lido Advisors
155
Lido Advisors
California
$783K
CCA
156
Catalyst Capital Advisors
New York
$771K
EF
157
Empowered Funds
Pennsylvania
$765K
IC
158
Inscription Capital
Texas
$749K
SPS
159
Susquehanna Portfolio Strategies
Pennsylvania
$749K
PI
160
PineBridge Investments
New York
$745K
EGA
161
Eagle Global Advisors
Texas
$732K
GC
162
Guggenheim Capital
Illinois
$732K
NFG
163
Nations Financial Group
Iowa
$718K
XT
164
XTX Topco
Cayman Islands
$705K
HWM
165
HB Wealth Management
Georgia
$704K
Truist Financial
166
Truist Financial
North Carolina
$695K
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$684K
HI
168
Harbour Investments
Wisconsin
$671K
Focus Partners Wealth
169
Focus Partners Wealth
Massachusetts
$670K
CPA
170
Capital Performance Advisors
California
$669K
EH
171
Equitable Holdings
New York
$660K
VCM
172
Virtue Capital Management
Tennessee
$652K
SWP
173
Stratos Wealth Partners
Ohio
$631K
CFA
174
Cahill Financial Advisors
Minnesota
$620K
BW
175
BostonPremier Wealth
Massachusetts
$607K