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MRCC

Monroe Capital Corp
MRCC

Delisted

MRCC was delisted on the 14th of April, 2026.

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74 hedge funds and large institutions have $28.4M invested in Monroe Capital Corp in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.48% more ownership

Funds ownership: 26.45% → 28.93% (+2.5%)

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

6% less funds holding

Funds holding: 79 → 74 (-5)

22% less capital invested

Capital invested by funds: $36.6M → $28.4M (-$8.23M)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
74
Holders Change
-5
Holders Change %
-6.33%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
23
Reduced
22
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$5.56M
2
AC
Almitas Capital
California
+$1.61M
3
CI
CAZ Investments
Texas
+$866K
4
OC
Oppenheimer & Co
New York
+$451K
5
WA
Waverly Advisors
Alabama
+$320K

Top Sellers

Rank Fund Capital Flow
1
William Blair & Company
William Blair & Company
Illinois
-$1.97M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.08M
3
YCM
Yakira Capital Management
Connecticut
-$663K
4
BlackRock
BlackRock
New York
-$429K
5
AIA
Absolute Investment Advisers
Florida
-$418K
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1
Almitas Capital
California
$5.18M +$1.61M +278,673 +28%
Morgan Stanley
2
Morgan Stanley
New York
$4.7M +$5.56M +962,929 +1,614%
BI
3
Bulldog Investors
New Jersey
$4.45M +$69.1K +11,972 +1%
CG
4
Caprock Group
Idaho
$2.12M +$71.2K +12,322 +3%
QCG
5
Quadrant Capital Group
Ohio
$911K -$48.8K -8,444 -4%
CI
6
CAZ Investments
Texas
$690K +$866K +150,000 New
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
$603K +$2.58K +447 +0.3%
LG
8
LaFleur & Godfrey
Michigan
$563K – – –
SS
9
Sunbelt Securities
Texas
$505K -$150K -25,927 -19%
OC
10
Oppenheimer & Co
New York
$486K +$451K +78,164 +285%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$411K -$20K -3,463 -4%
BlackRock
12
BlackRock
New York
$406K -$429K -74,265 -46%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$386K – – –
WA
14
Waverly Advisors
Alabama
$384K +$320K +55,400 +197%
UBS Group
15
UBS Group
Switzerland
$379K +$79.3K +13,728 +20%
AAP
16
Arax Advisory Partners
Colorado
$379K – – –
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$352K +$26.2K +4,537 +6%
LPL Financial
18
LPL Financial
California
$291K +$9.88K +1,710 +3%
VIA
19
Virtus Investment Advisers
Connecticut
$288K -$33K -5,712 -8%
CPA
20
Capital Performance Advisors
California
$237K +$1.82K +315 +1%
EFG
21
Ethos Financial Group
Pennsylvania
$220K – – –
Raymond James Financial
22
Raymond James Financial
Florida
$199K -$45K -7,794 -15%
Bank of Nova Scotia
23
Bank of Nova Scotia
Ontario, Canada
$194K +$243K +42,104 New
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
$186K – – –
IAIM
25
International Assets Investment Management
Florida
$178K – – –
1
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MRCC Hedge Fund Activity: Q1 2026 in Review

74 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Monroe Capital Corp (MRCC) for Q1 2026, worth a combined $28.4M — down 22% from $36.6M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MRCC and 10 opened new positions — a net loss of 4 holders — while 22 trimmed existing stakes and 23 added.

The largest buyer was Morgan Stanley, adding an estimated $5.56M. The largest seller was William Blair & Company, exiting entirely with an estimated $1.97M sold.

  • 74 institutional investors held Monroe Capital Corp (MRCC) as of Q1 2026, down from 79 in Q4 2025.
  • Funds reported $28.4M of Monroe Capital Corp stock for Q1 2026, down 22% quarter-over-quarter.
  • 10 funds opened new Monroe Capital Corp positions in Q1 2026 and 14 closed out, a net change of -4 holders.
  • The largest Monroe Capital Corp buyer in Q1 2026 was Morgan Stanley, an estimated $5.56M added.
  • The largest Monroe Capital Corp seller in Q1 2026 was William Blair & Company, an estimated $1.97M sold.

Based on aggregated 13F filings for Q1 2026.