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Main Street Capital

351 hedge funds and large institutions have $928M invested in Main Street Capital in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 157 increasing their positions, 65 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
351
Holders Change
+13
Holders Change %
+3.85%
% of All Funds
5.08%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
37
Increased
157
Reduced
65
Closed
20
Calls
$11.7M
Puts
$5.52M
Net Calls
+$6.16M
Net Calls Change
-$5.34M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
176
Perigon Wealth Management
California
$440K
VPIM
177
Vanguard Personalized Indexing Management
California
$436K +$126K +2,513 +41%
CRWM
178
Castle Rock Wealth Management
California
$430K -$6.96K -136 -2%
FC
179
FORA Capital
Florida
$430K +$430K +8,576 New
OIA
180
OneDigital Investment Advisors
Kansas
$426K +$1.15K +23 +0.3%
TRCT
181
Tower Research Capital (TRC)
New York
$425K +$413K +8,231 +3,228%
SBIA
182
Sheaff Brock Investment Advisors
Indiana
$424K -$8.72K -174 -2%
BCWM
183
Bartlett & Co Wealth Management
Ohio
$421K
Focus Partners Wealth
184
Focus Partners Wealth
Massachusetts
$402K +$4.96K +99 +1%
SA
185
SpiderRock Advisors
Delaware
$388K +$40.5K +808 +12%
UAG
186
United Advisor Group
Ohio
$384K -$36.6K -730 -9%
TAM
187
Townsend Asset Management
North Carolina
$382K +$21.3K +425 +6%
RFN
188
RDA Financial Network
Iowa
$373K -$64.2K -1,280 -15%
EH
189
Equitable Holdings
New York
$370K +$126K +2,516 +52%
MC
190
Moors & Cabot
Massachusetts
$362K
SC
191
Schubert & Co
Texas
$355K
KWM
192
Kingsview Wealth Management
Oregon
$353K +$7.42K +148 +2%
RJT
193
Raymond James Trust
Florida
$346K
ATC
194
Argent Trust Co
Tennessee
$345K -$59.1K -1,179 -15%
CIAS
195
Capital Investment Advisory Services
North Carolina
$336K +$6.72K +134 +2%
ACI
196
Alpha Cubed Investments
California
$334K +$4.41K +88 +1%
LIA
197
LBMC Investment Advisors
Tennessee
$331K
MAM
198
Milestone Asset Management
Pennsylvania
$328K +$1.71K +34 +0.5%
MHIC
199
Marble Harbor Investment Counsel
Massachusetts
$301K +$50.1K +1,000 +20%
CAG
200
Crestwood Advisors Group
Massachusetts
$293K