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Main Street Capital

384 hedge funds and large institutions have $1.06B invested in Main Street Capital in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 140 increasing their positions, 111 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
-13
Holders Change %
-3.27%
% of All Funds
5.22%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
47
Increased
140
Reduced
111
Closed
50
Calls
$11.4M
Puts
$56.9M
Net Calls
-$45.5M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
176
Allworth Financial
California
$549K +$67.6K +1,238 +14%
IC
177
Inscription Capital
Texas
$549K +$549K +11,607 New
SWP
178
Stratos Wealth Partners
Ohio
$544K -$179K -3,166 -25%
Universal-Beteiligungs- und Servicegesellschaft
179
Universal-Beteiligungs- und Servicegesellschaft
Germany
$542K +$4.75K +84 +0.9%
BW
180
BostonPremier Wealth
Massachusetts
$540K
MM
181
MQS Management
New York
$539K +$539K +9,528 New
NFG
182
Nations Financial Group
Iowa
$538K +$12.5K +221 +2%
BWP
183
Balboa Wealth Partners
Arizona
$531K -$31.1K -550 -6%
VIA
184
Virtus Investment Advisers
Connecticut
$531K +$531K +9,382 New
AG
185
AlTi Global
New York
$518K -$11.3K -200 -2%
IWA
186
Icon Wealth Advisors
Texas
$515K
BC
187
Bridgefront Capital
Texas
$512K +$512K +9,045 New
PWM
188
Perigon Wealth Management
California
$504K +$57 +1 +0%
Focus Partners Wealth
189
Focus Partners Wealth
Massachusetts
$503K -$170 -3 -0%
CAPTRUST Financial Advisors
190
CAPTRUST Financial Advisors
North Carolina
$501K -$355K -6,279 -41%
IWM
191
Iams Wealth Management
Nebraska
$498K
EF
192
Empowered Funds
Pennsylvania
$498K -$50.1K -885 -9%
BTI
193
Blue Trust Inc
Georgia
$494K -$143K -2,537 -23%
CRWM
194
Castle Rock Wealth Management
California
$487K -$57.1K -998 -10%
VPP
195
Vertex Planning Partners
Illinois
$485K
SBIA
196
Sheaff Brock Investment Advisors
Indiana
$480K +$396 +7 +0.1%
Axa
197
Axa
France
$479K +$8.65K +153 +2%
BCWM
198
Bartlett & Co Wealth Management
Ohio
$475K
IWP
199
Innova Wealth Partners
Pennsylvania
$472K -$8.37K -148 -2%
D.E. Shaw & Co
200
D.E. Shaw & Co
New York
$470K +$470K +8,314 New