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Main Street Capital

429 hedge funds and large institutions have $1.31B invested in Main Street Capital in 2025 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 145 increasing their positions, 121 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 36

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

20% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 121

6% more funds holding

Funds holding: 406429 (+23)

1.72% more ownership

Funds ownership: 22.42%24.14% (+1.7%)

3% more capital invested

Capital invested by funds: $1.27B → $1.31B (+$34M)

61% less call options, than puts

Call options by funds: $21.2M | Put options by funds: $54.8M

Holders
429
Holders Change
+23
Holders Change %
+5.67%
% of All Funds
5.22%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
66
Increased
145
Reduced
121
Closed
36
Calls
$21.2M
Puts
$54.8M
Net Calls
-$33.6M
Net Calls Change
+$6.69M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
176
Concurrent Investment Advisors
Florida
$715K -$129K -2,193 -16%
IC
177
Inscription Capital
Texas
$713K +$1.12K +19 +0.2%
VCM
178
Virtue Capital Management
Tennessee
$712K +$384K +6,510 +130%
SPS
179
Susquehanna Portfolio Strategies
Pennsylvania
$711K
Truist Financial
180
Truist Financial
North Carolina
$699K +$38.4K +651 +6%
Verition Fund Management
181
Verition Fund Management
Connecticut
$691K -$1.15M -19,466 -63%
GRP
182
Global Retirement Partners
California
$681K +$224K +3,803 +51%
MA
183
Mutual Advisors
Nebraska
$674K +$141K +2,396 +27%
VAM
184
Verity Asset Management
North Carolina
$644K +$66.7K +1,132 +12%
NFSG
185
Newbridge Financial Services Group
Florida
$643K +$432K +7,326 +220%
PSB
186
Passumpsic Savings Bank
Vermont
$641K +$626K +10,620 New
CPA
187
Capital Performance Advisors
California
$635K
VPIM
188
Vanguard Personalized Indexing Management
California
$633K +$81.8K +1,387 +15%
EH
189
Equitable Holdings
New York
$627K +$825 +14 +0.1%
Focus Partners Wealth
190
Focus Partners Wealth
Massachusetts
$607K -$28.8K -488 -5%
Group One Trading
191
Group One Trading
Illinois
$583K +$417K +7,071 +273%
BW
192
BostonPremier Wealth
Massachusetts
$577K
SEP
193
Signature Equity Partners
Ohio
$575K +$562K +9,524 New
BWP
194
Balboa Wealth Partners
Arizona
$561K +$59 +1 +0%
CFA
195
Cahill Financial Advisors
Minnesota
$561K -$26.9K -457 -5%
HI
196
Harbour Investments
Wisconsin
$560K -$75.4K -1,278 -12%
AG
197
AlTi Global
New York
$553K
IWA
198
Icon Wealth Advisors
Texas
$550K
PIA
199
Perennial Investment Advisors
California
$549K +$536K +9,094 New
SWP
200
Stratos Wealth Partners
Ohio
$547K -$50.3K -853 -9%