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Main Street Capital

353 hedge funds and large institutions have $928M invested in Main Street Capital in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 158 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 65

112% more call options, than puts

Call options by funds: $11.7M | Put options by funds: $5.51M

90% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 20

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more capital invested

Capital invested by funds: $870M → $928M (+$58.6M)

4% more funds holding

Funds holding: 339353 (+14)

1.2% more ownership

Funds ownership: 20.14%21.34% (+1.2%)

Holders
353
Holders Change
+14
Holders Change %
+4.13%
% of All Funds
5.07%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
38
Increased
158
Reduced
65
Closed
20
Calls
$11.7M
Puts
$5.51M
Net Calls
+$6.16M
Net Calls Change
-$5.34M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
176
Iams Wealth Management
Nebraska
$441K
PWM
177
Perigon Wealth Management
California
$440K
VPIM
178
Vanguard Personalized Indexing Management
California
$436K +$126K +2,513 +41%
CRWM
179
Castle Rock Wealth Management
California
$430K -$6.8K -136 -2%
FC
180
FORA Capital
Florida
$430K +$429K +8,576 New
OIA
181
OneDigital Investment Advisors
Kansas
$426K +$1.15K +23 +0.3%
TRCT
182
Tower Research Capital (TRC)
New York
$425K +$411K +8,231 +3,228%
SBIA
183
Sheaff Brock Investment Advisors
Indiana
$424K -$8.7K -174 -2%
BCWM
184
Bartlett & Co Wealth Management
Ohio
$421K
Focus Partners Wealth
185
Focus Partners Wealth
Massachusetts
$402K +$4.95K +99 +1%
SA
186
SpiderRock Advisors
Delaware
$388K +$40.4K +808 +12%
UAG
187
United Advisor Group
Ohio
$384K -$36.5K -730 -9%
TAM
188
Townsend Asset Management
North Carolina
$382K +$21.2K +425 +6%
RFN
189
RDA Financial Network
Iowa
$373K -$64K -1,280 -15%
EH
190
Equitable Holdings
New York
$370K +$126K +2,516 +52%
MC
191
Moors & Cabot
Massachusetts
$362K
SC
192
Schubert & Co
Texas
$355K
KWM
193
Kingsview Wealth Management
Oregon
$353K +$7.4K +148 +2%
RJT
194
Raymond James Trust
Florida
$346K
ATC
195
Argent Trust Co
Tennessee
$345K -$58.9K -1,179 -15%
CIAS
196
Capital Investment Advisory Services
North Carolina
$336K +$6.7K +134 +2%
ACI
197
Alpha Cubed Investments
California
$334K +$4.4K +88 +1%
LIA
198
LBMC Investment Advisors
Tennessee
$331K
MAM
199
Milestone Asset Management
Pennsylvania
$328K +$1.7K +34 +0.5%
MHIC
200
Marble Harbor Investment Counsel
Massachusetts
$301K +$50K +1,000 +20%

MAIN Hedge Fund Activity: Q3 2024 in Review

353 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Main Street Capital (MAIN) for Q3 2024, worth a combined $928M — up 6.7% from $870M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new MAIN positions and 20 closed out — a net gain of 18 holders — while 158 added to existing stakes and 65 trimmed.

The largest buyer was Denali Advisors, opening a new position worth an estimated $8.41M. The largest seller was Two Sigma Advisers, exiting entirely with an estimated $2.65M sold.

  • 353 institutional investors held Main Street Capital (MAIN) as of Q3 2024, up from 339 in Q2 2024.
  • Funds reported $928M of Main Street Capital stock for Q3 2024, up 6.7% quarter-over-quarter.
  • 38 funds opened new Main Street Capital positions in Q3 2024 and 20 closed out, a net change of +18 holders.
  • The largest Main Street Capital buyer in Q3 2024 was Denali Advisors, an estimated $8.41M added.
  • The largest Main Street Capital seller in Q3 2024 was Two Sigma Advisers, an estimated $2.65M sold.

Based on aggregated 13F filings for Q3 2024.