We are live on ! Find out more
MAIN icon

Main Street Capital

390 hedge funds and large institutions have $1.07B invested in Main Street Capital in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 142 increasing their positions, 112 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 112

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.1% less ownership

Funds ownership: 21.43%21.33% (-0.1%)

4% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 51

3% less funds holding

Funds holding: 400390 (-10)

21% less capital invested

Capital invested by funds: $1.36B → $1.07B (-$287M)

80% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $56.9M

Holders
390
Holders Change
-10
Holders Change %
-2.5%
% of All Funds
5.23%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
49
Increased
142
Reduced
112
Closed
51
Calls
$11.4M
Puts
$56.9M
Net Calls
-$45.5M
Net Calls Change
-$12.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CCC
176
Chelsea Counsel Company
California
$553K
WT
177
Whittier Trust
California
$553K
EH
178
Equitable Holdings
New York
$551K +$161K +2,711 +39%
AF
179
Allworth Financial
California
$549K +$73.6K +1,238 +14%
IC
180
Inscription Capital
Texas
$549K +$690K +11,607 New
SWP
181
Stratos Wealth Partners
Ohio
$544K -$188K -3,166 -25%
Universal-Beteiligungs- und Servicegesellschaft
182
Universal-Beteiligungs- und Servicegesellschaft
Germany
$542K +$4.99K +84 +0.9%
BW
183
BostonPremier Wealth
Massachusetts
$540K
MM
184
MQS Management
New York
$539K +$566K +9,528 New
NFG
185
Nations Financial Group
Iowa
$538K +$13.1K +221 +2%
BWP
186
Balboa Wealth Partners
Arizona
$531K -$32.7K -550 -6%
VIA
187
Virtus Investment Advisers
Connecticut
$531K +$558K +9,382 New
AG
188
AlTi Global
New York
$518K -$11.9K -200 -2%
IWA
189
Icon Wealth Advisors
Texas
$515K
BC
190
Bridgefront Capital
Texas
$512K +$538K +9,045 New
PWM
191
Perigon Wealth Management
California
$504K +$59 +1 +0%
Focus Partners Wealth
192
Focus Partners Wealth
Massachusetts
$503K -$178 -3 -0%
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
$501K -$373K -6,279 -41%
IWM
194
Iams Wealth Management
Nebraska
$498K
EF
195
Empowered Funds
Pennsylvania
$498K -$52.6K -885 -9%
BTI
196
Blue Trust Inc
Georgia
$494K -$151K -2,537 -23%
CRWM
197
Castle Rock Wealth Management
California
$487K -$59.3K -998 -10%
VPP
198
Vertex Planning Partners
Illinois
$485K
SBIA
199
Sheaff Brock Investment Advisors
Indiana
$480K +$416 +7 +0.1%
Axa
200
Axa
France
$479K +$9.1K +153 +2%

MAIN Hedge Fund Activity: Q1 2025 in Review

390 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Main Street Capital (MAIN) for Q1 2025, worth a combined $1.07B — down 21% from $1.36B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of MAIN and 49 opened new positions — a net loss of 2 holders — while 112 trimmed existing stakes and 142 added.

The largest buyer was Invesco, adding an estimated $23.4M. The largest seller was Burgundy Asset Management, cutting an estimated $66.3M.

  • 390 institutional investors held Main Street Capital (MAIN) as of Q1 2025, down from 400 in Q4 2024.
  • Funds reported $1.07B of Main Street Capital stock for Q1 2025, down 21% quarter-over-quarter.
  • 49 funds opened new Main Street Capital positions in Q1 2025 and 51 closed out, a net change of -2 holders.
  • The largest Main Street Capital buyer in Q1 2025 was Invesco, an estimated $23.4M added.
  • The largest Main Street Capital seller in Q1 2025 was Burgundy Asset Management, an estimated $66.3M sold.

Based on aggregated 13F filings for Q1 2025.