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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 $27.8M invested in Monroe Capital Corp in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

0.28% more ownership

Funds ownership: 16.07%16.36% (+0.28%)

0% more funds holding

Funds holding: 7979 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

81% less call options, than puts

Call options by funds: $50K | Put options by funds: $262K

91% less capital invested

Capital invested by funds: $295M → $27.8M (-$267M)

Holders
79
Holders Change
Holders Change %
0%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
30
Reduced
20
Closed
8
Calls
$50K
Puts
$262K
Net Calls
-$212K
Net Calls Change
-$214K
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$325K -$89.5K -10,729 -20%
RWM
27
Ritholtz Wealth Management
New York
$312K +$26.2K +3,140 +9%
MA
28
MAS Advisors
Florida
$306K +$81.3K +9,749 +33%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$298K +$2.49K +299 +0.8%
FG
30
Fiduciary Group
Georgia
$289K
EFG
31
Ethos Financial Group
Pennsylvania
$287K +$307K +36,802 New
OC
32
Oppenheimer & Co
New York
$280K -$4.89K -586 -2%
IAIM
33
International Assets Investment Management
Florida
$268K
Koshinski Asset Management
34
Koshinski Asset Management
Illinois
$243K
ODG
35
O'Dell Group
Ohio
$237K +$2.74K +329 +1%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$235K -$24.2K -2,906 -9%
FCH
37
Freestone Capital Holdings
Washington
$214K +$6.97K +836 +3%
CD
38
Chapin Davis
Maryland
$212K +$9.85K +1,181 +5%
SFA
39
Sequoia Financial Advisors
Ohio
$211K +$225K +27,000 New
CCM
40
Chiron Capital Management
Florida
$191K -$19.4K -2,326 -9%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$191K +$15.4K +1,849 +8%
IFG
42
Independent Financial Group
California
$190K
TI
43
Trexquant Investment
Connecticut
$186K +$199K +23,885 New
Marshall Wace
44
Marshall Wace
United Kingdom
$181K -$238K -28,484 -55%
Lido Advisors
45
Lido Advisors
California
$176K -$10.4K -1,244 -5%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$173K +$183 +22 +0.1%
CCA
47
Cobblestone Capital Advisors
New York
$159K -$17.9K -2,142 -9%
Canada Life
48
Canada Life
Manitoba, Canada
$158K +$28.7K +3,446 +20%
Osaic Holdings
49
Osaic Holdings
Arizona
$151K +$8.34K +1,000 +5%
LPL Financial
50
LPL Financial
California
$147K +$158 +19 +0.1%

MRCC Hedge Fund Activity: Q1 2025 in Review

79 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Monroe Capital Corp (MRCC) for Q1 2025, worth a combined $27.8M — down 91% from $295M a quarter earlier.

Fund positioning in MRCC was balanced in Q1 2025: 8 funds opened new positions, 8 closed out, 30 added to existing stakes and 20 trimmed.

The largest buyer was Virtus Investment Advisers, opening a new position worth an estimated $630K. The largest seller was Virtus ETF Advisers, exiting entirely with an estimated $517K sold.

  • 79 institutional investors held Monroe Capital Corp (MRCC) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $27.8M of Monroe Capital Corp stock for Q1 2025, down 91% quarter-over-quarter.
  • 8 funds opened new Monroe Capital Corp positions in Q1 2025 and 8 closed out, a net change of 0 holders.
  • The largest Monroe Capital Corp buyer in Q1 2025 was Virtus Investment Advisers, an estimated $630K added.
  • The largest Monroe Capital Corp seller in Q1 2025 was Virtus ETF Advisers, an estimated $517K sold.

Based on aggregated 13F filings for Q1 2025.