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MRCC

Monroe Capital Corp

Delisted

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

84 hedge funds and large institutions have $30M invested in Monroe Capital Corp in 2025 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

50% more call options, than puts

Call options by funds: $3K | Put options by funds: $2K

45% more capital invested

Capital invested by funds: $20.7M → $30M (+$9.26M)

12% more funds holding

Funds holding: 7584 (+9)

4.58% more ownership

Funds ownership: 14.95%19.54% (+4.6%)

32% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 28

Holders
84
Holders Change
+9
Holders Change %
+12%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
19
Reduced
28
Closed
10
Calls
$3K
Puts
$2K
Net Calls
+$1K
Net Calls Change
+$269K
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$133K -$16.2K -2,355 -11%
SWA
52
Stratos Wealth Advisors
Ohio
$128K -$4.71K -686 -4%
SFA
53
Sequoia Financial Advisors
Ohio
$119K -$70.1K -10,200 -38%
Truist Financial
54
Truist Financial
North Carolina
$119K +$3.85K +560 +3%
SAA
55
Southeast Asset Advisors
Georgia
$112K
CAM
56
Cresset Asset Management
Illinois
$106K +$104K +15,119 New
FFM
57
Forum Financial Management
Illinois
$104K
PAG
58
Private Advisor Group
New Jersey
$99.8K -$1.3K -190 -1%
CT
59
Chicago Trust
Illinois
$98K -$33K -4,800 -26%
CFD
60
Creative Financial Designs
Indiana
$96.2K +$2.5K +364 +3%
DC
61
Davenport & Co
Virginia
$93.4K -$6.87K -1,000 -7%
MWM
62
Mission Wealth Management
California
$87K +$85.2K +12,400 New
SI
63
Stephens Inc
Arkansas
$84.3K +$1.39K +202 +2%
HWM
64
HB Wealth Management
Georgia
$78.6K +$77K +11,202 New
Bank of America
65
Bank of America
North Carolina
$77.1K
OSAM
66
O'Shaughnessy Asset Management
Connecticut
$76K -$145K -21,147 -66%
CD
67
Chapin Davis
Maryland
$73.7K -$252K -36,681 -78%
Northern Trust
68
Northern Trust
Illinois
$73.3K +$71.7K +10,442 New
AG
69
Ascent Group
Virginia
$72.2K
GWSG
70
GPS Wealth Strategies Group
Colorado
$71.8K
QCG
71
Quadrant Capital Group
Ohio
$59.3K +$58K +8,449 New
WANY
72
Wealthspire Advisors (New York)
New York
$54.5K +$53.3K +7,766 New
TWC
73
TD Waterhouse Canada
Ontario, Canada
$38.6K +$1.11K +162 +3%
ASN
74
Advisory Services Network
Georgia
$36.8K +$36K +5,246 New
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$33.9K -$43.1K -6,274 -57%

MRCC Hedge Fund Activity: Q3 2025 in Review

84 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Monroe Capital Corp (MRCC) for Q3 2025, worth a combined $30M — up 45% from $20.7M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MRCC positions and 10 closed out — a net gain of 9 holders — while 19 added to existing stakes and 28 trimmed.

The largest buyer was Bulldog Investors, opening a new position worth an estimated $4.47M. The largest seller was HighTower Advisors, exiting entirely with an estimated $1.14M sold.

  • 84 institutional investors held Monroe Capital Corp (MRCC) as of Q3 2025, up from 75 in Q2 2025.
  • Funds reported $30M of Monroe Capital Corp stock for Q3 2025, up 45% quarter-over-quarter.
  • 19 funds opened new Monroe Capital Corp positions in Q3 2025 and 10 closed out, a net change of +9 holders.
  • The largest Monroe Capital Corp buyer in Q3 2025 was Bulldog Investors, an estimated $4.47M added.
  • The largest Monroe Capital Corp seller in Q3 2025 was HighTower Advisors, an estimated $1.14M sold.

Based on aggregated 13F filings for Q3 2025.