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MRCC

Monroe Capital Corp

Delisted

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

79 hedge funds and large institutions have $295M invested in Monroe Capital Corp in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,021% more capital invested

Capital invested by funds: $26.3M → $295M (+$268M)

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

70% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 20

0.77% less ownership

Funds ownership: 16.85%16.07% (-0.77%)

1% less funds holding

Funds holding: 8079 (-1)

Holders
79
Holders Change
-1
Holders Change %
-1.25%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
34
Reduced
20
Closed
3
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
-$113K
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$401K +$617 +75 +0.2%
SS
27
Sunbelt Securities
Texas
$390K +$293K +35,578 +308%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$322K +$312K +37,936 New
FG
29
Fiduciary Group
Georgia
$315K +$16.5K +2,000 +6%
RWM
30
Ritholtz Wealth Management
New York
$313K +$23.1K +2,803 +8%
OC
31
Oppenheimer & Co
New York
$310K +$137K +16,699 +84%
GSIAS
32
Garden State Investment Advisory Services
New Jersey
$308K +$84.5K +10,270 +39%
IAIM
33
International Assets Investment Management
Florida
$296K -$1.53M -186,298 -84%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$281K +$2.2K +267 +0.8%
MA
35
MAS Advisors
Florida
$251K +$8.72K +1,060 +4%
ODG
36
O'Dell Group
Ohio
$234K +$3K +365 +2%
CCM
37
Chiron Capital Management
Florida
$228K -$49.4K -6,005 -18%
FCH
38
Freestone Capital Holdings
Washington
$226K +$6.25K +760 +3%
CD
39
Chapin Davis
Maryland
$210K
IFG
40
Independent Financial Group
California
$208K
Lido Advisors
41
Lido Advisors
California
$202K
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$192K +$10.7K +1,295 +6%
CCA
43
Cobblestone Capital Advisors
New York
$192K
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$188K -$34.9K -4,241 -16%
LPL Financial
45
LPL Financial
California
$161K -$11.4K -1,383 -7%
CT
46
Chicago Trust
Illinois
$160K
Osaic Holdings
47
Osaic Holdings
Arizona
$156K -$12.6K -1,535 -8%
SWA
48
Stratos Wealth Advisors
Ohio
$150K +$4.25K +516 +3%
Canada Life
49
Canada Life
Manitoba, Canada
$144K -$12.6K -1,531 -8%
SAA
50
Southeast Asset Advisors
Georgia
$136K

MRCC Hedge Fund Activity: Q4 2024 in Review

79 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Monroe Capital Corp (MRCC) for Q4 2024, worth a combined $295M — up 1,021% from $26.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MRCC positions and 3 closed out — a net gain of 3 holders — while 34 added to existing stakes and 20 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $426K. The largest seller was International Assets Investment Management, cutting an estimated $1.53M.

  • 79 institutional investors held Monroe Capital Corp (MRCC) as of Q4 2024, down from 80 in Q3 2024.
  • Funds reported $295M of Monroe Capital Corp stock for Q4 2024, up 1,021% quarter-over-quarter.
  • 6 funds opened new Monroe Capital Corp positions in Q4 2024 and 3 closed out, a net change of +3 holders.
  • The largest Monroe Capital Corp buyer in Q4 2024 was Marshall Wace, an estimated $426K added.
  • The largest Monroe Capital Corp seller in Q4 2024 was International Assets Investment Management, an estimated $1.53M sold.

Based on aggregated 13F filings for Q4 2024.