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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 $36.6M invested in Monroe Capital Corp in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

22% more capital invested

Capital invested by funds: $30M → $36.6M (+$6.63M)

6.91% more ownership

Funds ownership: 19.54%26.45% (+6.9%)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

6% less funds holding

Funds holding: 8479 (-5)

Holders
79
Holders Change
-5
Holders Change %
-5.95%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
31
Reduced
21
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
26
Koshinski Asset Management
Illinois
$257K
Cerity Partners
27
Cerity Partners
New York
$254K -$5.64K -850 -2%
Two Sigma Investments
28
Two Sigma Investments
New York
$249K -$45.8K -6,901 -15%
IAIM
29
International Assets Investment Management
Florida
$249K +$31.7K +4,773 +14%
CPA
30
Capital Performance Advisors
California
$238K +$158K +23,837 New
BAMF
31
BI Asset Management Fondsmaeglerselskab
Denmark
$237K -$431K -64,967 -64%
EFG
32
Ethos Financial Group
Pennsylvania
$220K -$14.7K -2,221 -6%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$216K -$46 -7 -0%
GSIAS
34
Garden State Investment Advisory Services
New Jersey
$210K -$178K -26,805 -45%
DADC
35
D.A. Davidson & Co
Montana
$200K +$2.48K +374 +1%
FCH
36
Freestone Capital Holdings
Washington
$193K +$5.42K +817 +3%
WA
37
Waverly Advisors
Alabama
$179K +$186K +28,065 New
OC
38
Oppenheimer & Co
New York
$175K +$4.21K +634 +2%
Canada Life
39
Canada Life
Manitoba, Canada
$171K -$13.7K -2,062 -7%
Osaic Holdings
40
Osaic Holdings
Arizona
$171K +$30.6K +4,608 +21%
FFM
41
Forum Financial Management
Illinois
$168K +$76.3K +11,500 +78%
Lido Advisors
42
Lido Advisors
California
$158K
IFG
43
Independent Financial Group
California
$156K
RIL
44
Rothschild Investment LLC
Illinois
$142K +$425 +64 +0.3%
EH
45
Equitable Holdings
New York
$141K -$41.1K -6,195 -22%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$140K +$10.5K +1,578 +8%
FG
47
Fiduciary Group
Georgia
$140K -$99.5K -15,000 -41%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$140K -$24.2K -3,646 -14%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$132K +$11.9K +1,787 +9%
HighTower Advisors
50
HighTower Advisors
Illinois
$122K +$127K +19,151 New

MRCC Hedge Fund Activity: Q4 2025 in Review

79 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Monroe Capital Corp (MRCC) for Q4 2025, worth a combined $36.6M — up 22% from $30M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of MRCC and 12 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 31 added.

The largest buyer was Almitas Capital, adding an estimated $5.91M. The largest seller was Kovitz Investment Group Partners, exiting entirely with an estimated $564K sold.

  • 79 institutional investors held Monroe Capital Corp (MRCC) as of Q4 2025, down from 84 in Q3 2025.
  • Funds reported $36.6M of Monroe Capital Corp stock for Q4 2025, up 22% quarter-over-quarter.
  • 12 funds opened new Monroe Capital Corp positions in Q4 2025 and 13 closed out, a net change of -1 holder.
  • The largest Monroe Capital Corp buyer in Q4 2025 was Almitas Capital, an estimated $5.91M added.
  • The largest Monroe Capital Corp seller in Q4 2025 was Kovitz Investment Group Partners, an estimated $564K sold.

Based on aggregated 13F filings for Q4 2025.