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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
VAM
176
Verity Asset Management
North Carolina
$606K
BWP
177
Balboa Wealth Partners
Arizona
$591K
AG
178
AlTi Global
New York
$582K
IWA
179
Icon Wealth Advisors
Texas
$579K
VPIM
180
Vanguard Personalized Indexing Management
California
$578K
AIM
181
AXA Investment Managers
France
$554K
PWM
182
Perigon Wealth Management
California
$552K
KWM
183
Kingsview Wealth Management
Oregon
$550K
VPP
184
Vertex Planning Partners
Illinois
$546K
AWM
185
AE Wealth Management
Kansas
$537K
BCWM
186
Bartlett & Co Wealth Management
Ohio
$534K
VF
187
Virtu Financial
New York
$527K
IWP
188
Innova Wealth Partners
Pennsylvania
$524K
DI
189
Disciplined Investors
Texas
$518K
ACI
190
Alpha Cubed Investments
California
$509K
SG Americas Securities
191
SG Americas Securities
New York
$508K
MA
192
Mutual Advisors
Nebraska
$506K
CRWM
193
Castle Rock Wealth Management
California
$499K
UAG
194
United Advisor Group
Ohio
$495K
GSEP
195
Golden State Equity Partners
California
$489K
CAPTRUST Financial Advisors
196
CAPTRUST Financial Advisors
North Carolina
$482K
GRP
197
Global Retirement Partners
California
$476K
ST
198
Sentinel Trust
Texas
$472K
FG
199
Fiduciary Group
Georgia
$468K
Susquehanna International Group
200
Susquehanna International Group
Pennsylvania
$467K