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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
BMCM
201
Burns Matteson Capital Management
New York
$533K +$520K +8,827 New
VPP
202
Vertex Planning Partners
Illinois
$518K
PWM
203
Perigon Wealth Management
California
$516K -$8.26K -140 -2%
BCWM
204
Bartlett & Co Wealth Management
Ohio
$507K
PI
205
PineBridge Investments
New York
$507K -$195K -3,315 -28%
AG
206
AmeriFlex Group
Nevada
$501K -$670K -11,367 -58%
IWP
207
Innova Wealth Partners
Pennsylvania
$498K +$236 +4 +0%
DI
208
Disciplined Investors
Texas
$492K
SC
209
Sepio Capital
Utah
$483K +$472K +8,000 New
MFG
210
Merit Financial Group
Georgia
$479K +$151K +2,567 +48%
Jones Financial Companies
211
Jones Financial Companies
Missouri
$472K +$156K +2,654 +51%
GSEP
212
Golden State Equity Partners
California
$464K
KWM
213
Kingsview Wealth Management
Oregon
$455K -$65.9K -1,117 -13%
TCM
214
Triumph Capital Management
Colorado
$453K +$45.9K +779 +12%
FG
215
Fiduciary Group
Georgia
$444K
CRWM
216
Castle Rock Wealth Management
California
$444K -$38.1K -646 -8%
ATC
217
Argent Trust Co
Tennessee
$438K +$4.48K +76 +1%
CIAS
218
Capital Investment Advisory Services
North Carolina
$433K +$4.19K +71 +1%
MWM
219
Maridea Wealth Management
New York
$431K +$421K +7,132 New
SC
220
Schubert & Co
Texas
$427K
CC
221
Centiva Capital
New York
$425K +$415K +7,037 New
ACI
222
Alpha Cubed Investments
California
$418K -$63.9K -1,083 -14%
ST
223
Sentinel Trust
Texas
$409K -$38.7K -656 -9%
UCMOK
224
United Capital Management of KS
Kansas
$409K +$2.77K +47 +0.7%
LIA
225
LBMC Investment Advisors
Tennessee
$401K +$354 +6 +0.1%