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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
Truist Financial
51
Truist Financial
North Carolina
$134K -$34.4K -4,186 -21%
EH
52
Equitable Holdings
New York
$131K +$16.6K +2,012 +15%
LC
53
Lindbrook Capital
California
$128K -$20.6K -2,500 -14%
DC
54
Davenport & Co
Virginia
$122K
Ameriprise
55
Ameriprise
Minnesota
$113K -$16.9K -2,051 -13%
PAG
56
Private Advisor Group
New Jersey
$112K +$3.03K +368 +3%
AL
57
Aspiriant LLC
California
$111K +$16.5K +2,000 +18%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$108K +$12.2K +1,486 +13%
CFD
59
Creative Financial Designs
Indiana
$107K +$2.29K +278 +2%
AWA
60
Arkadios Wealth Advisors
Georgia
$107K
SI
61
Stephens Inc
Arkansas
$98.7K -$34.6K -4,207 -27%
Bank of America
62
Bank of America
North Carolina
$93.4K -$1.23K -150 -1%
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$91.7K +$55.7K +6,773 +166%
GWSG
64
GPS Wealth Strategies Group
Colorado
$86.9K
RIL
65
Rothschild Investment LLC
Illinois
$85K
TWC
66
TD Waterhouse Canada
Ontario, Canada
$42.9K +$1.03K +125 +3%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$42.5K
CA
68
Crewe Advisors
Utah
$23.8K
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$13K
NSIM
70
North Star Investment Management
Illinois
$5.95K
PC
71
Promus Capital
Illinois
$5.1K +$4.94K +600 New
NWWA
72
New Wave Wealth Advisors
Arkansas
$2.24K +$2.17K +264 New
KBFS
73
Kohmann Bosshard Financial Services
Ohio
$2.22K +$2.15K +261 New
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.46K
Simplex Trading
75
Simplex Trading
Illinois
$1K +$477 +58 +52%

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.