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Main Street Capital

397 hedge funds and large institutions have $1.3B invested in Main Street Capital in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 147 increasing their positions, 104 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+13
Holders Change %
+3.39%
% of All Funds
5.32%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
52
Increased
147
Reduced
104
Closed
34
Calls
$20.1M
Puts
$60.2M
Net Calls
-$40.2M
Net Calls Change
+$5.38M
Name Holding Trade Value Shares
Change
Shares
Change %
BW
176
BostonPremier Wealth
Massachusetts
$564K
EF
177
Empowered Funds
Pennsylvania
$557K +$37.4K +633 +7%
HI
178
Harbour Investments
Wisconsin
$557K -$34.8K -588 -6%
VPIM
179
Vanguard Personalized Indexing Management
California
$550K -$28.4K -481 -5%
BWP
180
Balboa Wealth Partners
Arizona
$549K -$5.91K -100 -1%
AG
181
AlTi Global
New York
$541K
IWA
182
Icon Wealth Advisors
Texas
$538K
Focus Partners Wealth
183
Focus Partners Wealth
Massachusetts
$528K +$2.66K +45 +0.5%
VIA
184
Virtus Investment Advisers
Connecticut
$518K -$36.9K -624 -7%
KWM
185
Kingsview Wealth Management
Oregon
$511K -$85.9K -1,453 -14%
ST
186
Sentinel Trust
Texas
$511K -$156K -2,641 -23%
PWM
187
Perigon Wealth Management
California
$509K -$17.6K -298 -3%
VPP
188
Vertex Planning Partners
Illinois
$507K
PAS
189
Park Avenue Securities
New York
$501K +$75.9K +1,284 +18%
Axa
190
Axa
France
$501K
BCWM
191
Bartlett & Co Wealth Management
Ohio
$496K
Group One Trading
192
Group One Trading
Illinois
$494K +$494K +8,362 New
TCM
193
Triumph Capital Management
Colorado
$491K +$8.51K +144 +2%
IWP
194
Innova Wealth Partners
Pennsylvania
$487K -$5.73K -97 -1%
DI
195
Disciplined Investors
Texas
$482K +$482K +8,150 New
GSEP
196
Golden State Equity Partners
California
$454K
UAG
197
United Advisor Group
Ohio
$452K
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
$449K -$74.3K -1,258 -14%
GRP
199
Global Retirement Partners
California
$446K +$446K +7,552 New
VT
200
Vise Technologies
New York
$446K +$446K +7,548 New