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MRCC

Monroe Capital Corp

Delisted

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

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: 7974 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
YCM
51
Yakira Capital Management
Connecticut
$68.7K -$663K -114,871 -88%
CFD
52
Creative Financial Designs
Indiana
$65.5K +$1.24K +215 +2%
PAG
53
Private Advisor Group
New Jersey
$65.4K
CD
54
Chapin Davis
Maryland
$62.1K +$8.66K +1,500 +13%
XT
55
XTX Topco
Cayman Islands
$60.4K -$4.03K -697 -5%
CEFA
56
Closed-End Fund Advisors
Virginia
$59K
OSAM
57
O'Shaughnessy Asset Management
Connecticut
$56.7K -$5.34K -925 -7%
AWA
58
Argos Wealth Advisors
California
$54.5K +$537 +93 +0.8%
WANY
59
Wealthspire Advisors (New York)
New York
$53.3K +$66.9K +11,586 New
SI
60
Stephens Inc
Arkansas
$52.7K -$4.2K -727 -6%
MWM
61
Mission Wealth Management
California
$52.4K
DC
62
Davenport & Co
Virginia
$52K -$11.5K -2,000 -15%
Bank of America
63
Bank of America
North Carolina
$50.5K -$577 -100 -0.9%
TF
64
Trek Financial
Arizona
$49K +$61.5K +10,650 New
AG
65
Ascent Group
Virginia
$47.3K
ASN
66
Advisory Services Network
Georgia
$24.1K +$30.3K +5,246 New
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$7.05K
APW
68
Aventura Private Wealth
Florida
$6.44K +$8.08K +1,400 New
NSIM
69
North Star Investment Management
Illinois
$3.22K
NFSG
70
Newbridge Financial Services Group
Florida
$2.3K
TWC
71
TD Waterhouse Canada
Ontario, Canada
$608 +$12 +2 +2%
AF
72
Allworth Financial
California
$37 +$46 +8 New
Wells Fargo
73
Wells Fargo
California
$14 +$12 +2 +200%
CIAM
74
Caitong International Asset Management
Hong Kong
$5 +$6 +1 New
William Blair & Company
75
William Blair & Company
Illinois
-$1.97M -309,750 Closed

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.