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MRCC

Monroe Capital Corp

Delisted

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

75 hedge funds and large institutions have $20.7M invested in Monroe Capital Corp in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 25 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

1.4% less ownership

Funds ownership: 16.36%14.95% (-1.4%)

5% less funds holding

Funds holding: 7975 (-4)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

26% less capital invested

Capital invested by funds: $27.8M → $20.7M (-$7.13M)

99% less call options, than puts

Call options by funds: $3K | Put options by funds: $271K

Holders
75
Holders Change
-4
Holders Change %
-5.06%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
25
Reduced
22
Closed
9
Calls
$3K
Puts
$271K
Net Calls
-$268K
Net Calls Change
-$56K
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
51
Marshall Wace
United Kingdom
$105K -$45.1K -6,737 -29%
Truist Financial
52
Truist Financial
North Carolina
$104K +$4.02K +600 +4%
SAA
53
Southeast Asset Advisors
Georgia
$102K
FFM
54
Forum Financial Management
Illinois
$94.4K +$99.3K +14,836 New
PAG
55
Private Advisor Group
New Jersey
$91.6K +$7.97K +1,191 +9%
DC
56
Davenport & Co
Virginia
$90.9K
CFD
57
Creative Financial Designs
Indiana
$84.9K +$2.61K +390 +3%
SI
58
Stephens Inc
Arkansas
$75.1K +$134 +20 +0.2%
AWA
59
Arkadios Wealth Advisors
Georgia
$71.9K -$8.54K -1,276 -10%
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$70.6K
Bank of America
61
Bank of America
North Carolina
$69.9K
AG
62
Ascent Group
Virginia
$65.4K
GWSG
63
GPS Wealth Strategies Group
Colorado
$65K
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$64.6K -$5.5K -821 -8%
RIL
65
Rothschild Investment LLC
Illinois
$63.6K
TWC
66
TD Waterhouse Canada
Ontario, Canada
$34.8K +$1.15K +172 +3%
Simplex Trading
67
Simplex Trading
Illinois
$22K +$23.2K +3,461 +11,934%
CA
68
Crewe Advisors
Utah
$17.8K
NFSG
69
Newbridge Financial Services Group
Florida
$13.7K +$14.4K +2,150 New
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$9.75K
Group One Trading
71
Group One Trading
Illinois
$5.72K +$6.03K +900 New
NSIM
72
North Star Investment Management
Illinois
$4.45K
AAS
73
Ameritas Advisory Services
Nebraska
$3.85K +$4.06K +606 New
JP Morgan Chase
74
JP Morgan Chase
New York
$534 -$5.85K -873 -91%
Wells Fargo
75
Wells Fargo
California
$228 +$20 +3 +9%

MRCC Hedge Fund Activity: Q2 2025 in Review

75 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Monroe Capital Corp (MRCC) for Q2 2025, worth a combined $20.7M — down 26% from $27.8M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of MRCC and 7 opened new positions — a net loss of 2 holders — while 22 trimmed existing stakes and 25 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $724K. The largest seller was Beacon Pointe Advisors, exiting entirely with an estimated $616K sold.

  • 75 institutional investors held Monroe Capital Corp (MRCC) as of Q2 2025, down from 79 in Q1 2025.
  • Funds reported $20.7M of Monroe Capital Corp stock for Q2 2025, down 26% quarter-over-quarter.
  • 7 funds opened new Monroe Capital Corp positions in Q2 2025 and 9 closed out, a net change of -2 holders.
  • The largest Monroe Capital Corp buyer in Q2 2025 was Susquehanna International Group, an estimated $724K added.
  • The largest Monroe Capital Corp seller in Q2 2025 was Beacon Pointe Advisors, an estimated $616K sold.

Based on aggregated 13F filings for Q2 2025.