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Main Street Capital

423 hedge funds and large institutions have $1.31B invested in Main Street Capital in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 145 increasing their positions, 120 reducing their positions, and 36 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.69% more ownership

Funds ownership: 22.4%24.1% (+1.7%)

3% more capital invested

Capital invested by funds: $1.27B → $1.31B (+$32.7M)

61% less call options, than puts

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

Holders
423
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
$21.2M
Puts
$54.8M
Net Calls
Net Calls Change

Top Buyers

1 +$104M
2 +$18.6M
3 +$18.2M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$14.1M
5
Millennium Management
Millennium Management
New York
+$11.8M

Top Sellers

1 -$77.6M
2 -$16.1M
3 -$15M
4
SMH
Sanders Morris Harris
Texas
-$13M
5
JP Morgan Chase
JP Morgan Chase
New York
-$9.51M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
201
Perigon Wealth Management
California
$516K
BCWM
202
Bartlett & Co Wealth Management
Ohio
$507K
PI
203
PineBridge Investments
New York
$507K
AG
204
AmeriFlex Group
Nevada
$501K
IWP
205
Innova Wealth Partners
Pennsylvania
$498K
DI
206
Disciplined Investors
Texas
$492K
SC
207
Sepio Capital
Utah
$483K
MFG
208
Merit Financial Group
Georgia
$479K
Jones Financial Companies
209
Jones Financial Companies
Missouri
$472K
GSEP
210
Golden State Equity Partners
California
$464K
KWM
211
Kingsview Wealth Management
Oregon
$455K
TCM
212
Triumph Capital Management
Colorado
$453K
FG
213
Fiduciary Group
Georgia
$444K
CRWM
214
Castle Rock Wealth Management
California
$444K
ATC
215
Argent Trust Co
Tennessee
$438K
CIAS
216
Capital Investment Advisory Services
North Carolina
$433K
MWM
217
Maridea Wealth Management
New York
$431K
SC
218
Schubert & Co
Texas
$427K
CC
219
Centiva Capital
New York
$425K
ACI
220
Alpha Cubed Investments
California
$418K
ST
221
Sentinel Trust
Texas
$409K
UCMOK
222
United Capital Management of KS
Kansas
$409K
LIA
223
LBMC Investment Advisors
Tennessee
$401K
FWA
224
FSM Wealth Advisors
Ohio
$394K
GCM
225
Greenland Capital Management
New York
$393K