MAIN icon

Main Street Capital

398 hedge funds and large institutions have $1.3B invested in Main Street Capital in 2025 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 146 increasing their positions, 105 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.82% more ownership

Funds ownership: 21.27%22.09% (+0.82%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

67% less call options, than puts

Call options by funds: $20.1M | Put options by funds: $60.2M

Holders
398
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.1M
Puts
$60.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BW
176
BostonPremier Wealth
Massachusetts
$564K
EF
177
Empowered Funds
Pennsylvania
$557K
HI
178
Harbour Investments
Wisconsin
$557K
VPIM
179
Vanguard Personalized Indexing Management
California
$550K
BWP
180
Balboa Wealth Partners
Arizona
$549K
AG
181
AlTi Global
New York
$541K
IWA
182
Icon Wealth Advisors
Texas
$538K
Focus Partners Wealth
183
Focus Partners Wealth
Massachusetts
$528K
VIA
184
Virtus Investment Advisers
Connecticut
$518K
KWM
185
Kingsview Wealth Management
Oregon
$511K
ST
186
Sentinel Trust
Texas
$511K
PWM
187
Perigon Wealth Management
California
$509K
VPP
188
Vertex Planning Partners
Illinois
$507K
PAS
189
Park Avenue Securities
New York
$501K
Axa
190
Axa
France
$501K
BCWM
191
Bartlett & Co Wealth Management
Ohio
$496K
Group One Trading
192
Group One Trading
Illinois
$494K
TCM
193
Triumph Capital Management
Colorado
$491K
IWP
194
Innova Wealth Partners
Pennsylvania
$487K
DI
195
Disciplined Investors
Texas
$482K
GSEP
196
Golden State Equity Partners
California
$454K
UAG
197
United Advisor Group
Ohio
$452K
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
$449K
GRP
199
Global Retirement Partners
California
$446K
VT
200
Vise Technologies
New York
$446K