We are live on ! Find out more
MRCC

Monroe Capital Corp
MRCC

Delisted

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

Back to rankings

80 hedge funds and large institutions have $26.3M invested in Monroe Capital Corp in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 21

5% more capital invested

Capital invested by funds: $25M → $26.3M (+$1.31M)

1.66% more ownership

Funds ownership: 15.19% → 16.85% (+1.7%)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

2% less funds holding

Funds holding: 82 → 80 (-2)

Holders
80
Holders Change
-2
Holders Change %
-2.44%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
30
Reduced
21
Closed
7
Calls
$115K
Puts
–
Net Calls
+$115K
Net Calls Change
+$363K

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$1.49M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$1.44M
3
CA
Clearstead Advisors
Ohio
+$532K
4
RJA
Raymond James & Associates
Florida
+$517K
5
MCA
Magnolia Capital Advisors
Mississippi
+$317K

Top Sellers

Rank Fund Capital Flow
1
Baird Financial Group
Baird Financial Group
Wisconsin
-$510K
2
Osaic Holdings
Osaic Holdings
Arizona
-$464K
3
Two Sigma Investments
Two Sigma Investments
New York
-$250K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$234K
5
Citadel Advisors
Citadel Advisors
Florida
-$199K
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
26
Koshinski Asset Management
Illinois
$252K – – –
Millennium Management
27
Millennium Management
New York
$240K +$229K +29,716 New
MA
28
MAS Advisors
Florida
$230K +$716 +93 +0.3%
ODG
29
O'Dell Group
Ohio
$229K +$5.08K +660 +3%
FAM
30
Family Asset Management
South Carolina
$221K – – –
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$213K -$15.3K -1,991 -7%
GSIAS
32
Garden State Investment Advisory Services
New Jersey
$210K +$200K +26,006 New
CD
33
Chapin Davis
Maryland
$210K – – –
FCH
34
Freestone Capital Holdings
Washington
$209K +$5.76K +748 +3%
IFG
35
Independent Financial Group
California
$197K – – –
GFS
36
GYL Financial Synergies
Connecticut
$197K -$292 -38 -0.2%
Lido Advisors
37
Lido Advisors
California
$192K – – –
CCA
38
Cobblestone Capital Advisors
New York
$182K -$15K -1,948 -8%
LG
39
LaFleur & Godfrey
Michigan
$176K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$172K +$1.31K +170 +0.8%
LPL Financial
41
LPL Financial
California
$164K -$47.4K -6,162 -23%
Truist Financial
42
Truist Financial
North Carolina
$161K +$153K +19,941 New
Osaic Holdings
43
Osaic Holdings
Arizona
$161K -$464K -60,343 -75%
OC
44
Oppenheimer & Co
New York
$160K +$585 +76 +0.4%
CT
45
Chicago Trust
Illinois
$152K – – –
Canada Life
46
Canada Life
Manitoba, Canada
$149K – – –
LC
47
Lindbrook Capital
California
$141K +$30.8K +4,000 +30%
SWA
48
Stratos Wealth Advisors
Ohio
$139K +$3.95K +513 +3%
TI
49
Trexquant Investment
Connecticut
$132K +$4.89K +636 +4%
SAA
50
Southeast Asset Advisors
Georgia
$129K – – –
1
2
3 4

MRCC Hedge Fund Activity: Q3 2024 in Review

80 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Monroe Capital Corp (MRCC) for Q3 2024, worth a combined $26.3M — up 5.2% from $25M a quarter earlier.

Fund positioning in MRCC was balanced in Q3 2024: 7 funds opened new positions, 7 closed out, 30 added to existing stakes and 21 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $1.49M. The largest seller was Baird Financial Group, cutting an estimated $510K.

  • 80 institutional investors held Monroe Capital Corp (MRCC) as of Q3 2024, down from 82 in Q2 2024.
  • Funds reported $26.3M of Monroe Capital Corp stock for Q3 2024, up 5.2% quarter-over-quarter.
  • 7 funds opened new Monroe Capital Corp positions in Q3 2024 and 7 closed out, a net change of 0 holders.
  • The largest Monroe Capital Corp buyer in Q3 2024 was International Assets Investment Management, an estimated $1.49M added.
  • The largest Monroe Capital Corp seller in Q3 2024 was Baird Financial Group, an estimated $510K sold.

Based on aggregated 13F filings for Q3 2024.