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Main Street Capital

338 hedge funds and large institutions have $869M invested in Main Street Capital in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 133 increasing their positions, 78 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
+13
Holders Change %
+4%
% of All Funds
4.92%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
45
Increased
133
Reduced
78
Closed
27
Calls
$15M
Puts
$3.52M
Net Calls
+$11.5M
Net Calls Change
+$4.38M
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
201
Core Wealth Partners
California
$273K
WSCM
202
Wellington Shields Capital Management
New York
$270K
CWM
203
Congress Wealth Management
Massachusetts
$270K
AR
204
Advisory Research
Illinois
$269K -$7.32K -145 -3%
SGCA
205
Steel Grove Capital Advisors
Tennessee
$269K
HIA
206
Harbor Investment Advisory
Maryland
$267K -$505 -10 -0.2%
BC
207
Bridgefront Capital
Texas
$266K +$14.5K +288 +6%
IA
208
IFP Advisors
Florida
$262K -$47K -930 -15%
VAM
209
Verity Asset Management
North Carolina
$258K +$2.52K +50 +1%
NP
210
NorthRock Partners
Minnesota
$258K
VIA
211
Virtus Investment Advisers
Connecticut
$257K
MHIC
212
Marble Harbor Investment Counsel
Massachusetts
$252K -$505K -10,000 -67%
OHWP
213
Oak Harbor Wealth Partners
North Carolina
$252K
BJL
214
Brighton Jones LLC
Washington
$251K +$4.14K +82 +2%
Lido Advisors
215
Lido Advisors
California
$248K +$248K +4,906 New
EH
216
Equitable Holdings
New York
$246K -$27K -534 -10%
AWM
217
AE Wealth Management
Kansas
$245K +$245K +4,853 New
CRI
218
Colonial River Investments
Virginia
$244K
AWM
219
Axxcess Wealth Management
California
$244K +$244K +4,836 New
WS
220
Wedbush Securities
California
$244K
AAG
221
Armstrong Advisory Group
Massachusetts
$238K -$124K -2,457 -34%
EWM
222
Evercore Wealth Management
New York
$237K -$27.6K -546 -10%
FWM
223
Focused Wealth Management
New York
$231K +$1.92K +38 +0.8%
VT
224
Vise Technologies
New York
$228K +$228K +4,515 New
Koshinski Asset Management
225
Koshinski Asset Management
Illinois
$226K -$34.7K -677 -13%