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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
CT
51
Chicago Trust
Illinois
$146K
EH
52
Equitable Holdings
New York
$143K +$25.2K +3,017 +20%
SWA
53
Stratos Wealth Advisors
Ohio
$142K +$4.78K +573 +3%
SAA
54
Southeast Asset Advisors
Georgia
$125K
Truist Financial
55
Truist Financial
North Carolina
$123K +$625 +75 +0.5%
LC
56
Lindbrook Capital
California
$117K
PW
57
Pandora Wealth
Illinois
$113K +$121K +14,500 New
DC
58
Davenport & Co
Virginia
$112K
AL
59
Aspiriant LLC
California
$109K +$8.34K +1,000 +8%
Ameriprise
60
Ameriprise
Minnesota
$104K +$92 +11 +0.1%
PAG
61
Private Advisor Group
New Jersey
$103K
CFD
62
Creative Financial Designs
Indiana
$101K +$2.58K +309 +2%
AWA
63
Arkadios Wealth Advisors
Georgia
$98.1K
SI
64
Stephens Inc
Arkansas
$91.9K +$1.45K +174 +1%
Bank of America
65
Bank of America
North Carolina
$85.7K
Wealth Enhancement Advisory Services
66
Wealth Enhancement Advisory Services
Minnesota
$84.4K +$90.2K +10,821 New
AG
67
Ascent Group
Virginia
$80.2K +$85.8K +10,285 New
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$80K -$20.3K -2,432 -19%
GWSG
69
GPS Wealth Strategies Group
Colorado
$79.8K
RIL
70
Rothschild Investment LLC
Illinois
$78K
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$74K +$2.08K +250 +2%
TWC
72
TD Waterhouse Canada
Ontario, Canada
$39.7K +$1.15K +138 +3%
CA
73
Crewe Advisors
Utah
$21.8K
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$12K
JP Morgan Chase
75
JP Morgan Chase
New York
$7.46K +$7.28K +873 +1,039%

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.