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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 $36.6M invested in Monroe Capital Corp in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

22% more capital invested

Capital invested by funds: $30M → $36.6M (+$6.63M)

6.91% more ownership

Funds ownership: 19.54%26.45% (+6.9%)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

6% less funds holding

Funds holding: 8479 (-5)

Holders
79
Holders Change
-5
Holders Change %
-5.95%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
31
Reduced
21
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
51
Sequoia Financial Advisors
Ohio
$108K
SAA
52
Southeast Asset Advisors
Georgia
$102K
SWA
53
Stratos Wealth Advisors
Ohio
$97.6K -$19.7K -2,968 -16%
CAM
54
Cresset Asset Management
Illinois
$96.5K +$186 +28 +0.2%
PAG
55
Private Advisor Group
New Jersey
$90.5K
CFD
56
Creative Financial Designs
Indiana
$89.3K +$2.03K +306 +2%
XT
57
XTX Topco
Cayman Islands
$88.1K +$91.8K +13,827 New
Two Sigma Advisers
58
Two Sigma Advisers
New York
$87.9K -$187K -28,200 -67%
DC
59
Davenport & Co
Virginia
$84.7K
OSAM
60
O'Shaughnessy Asset Management
Connecticut
$84.4K +$16K +2,416 +22%
CEFA
61
Closed-End Fund Advisors
Virginia
$81.7K +$85.1K +12,825 New
SI
62
Stephens Inc
Arkansas
$77.6K +$1.16K +175 +1%
CD
63
Chapin Davis
Maryland
$76.4K +$9.95K +1,500 +14%
AWA
64
Argos Wealth Advisors
California
$74.9K +$78K +11,755 New
HWM
65
HB Wealth Management
Georgia
$73.4K +$2.1K +316 +3%
MWM
66
Mission Wealth Management
California
$72.6K -$6.64K -1,000 -8%
Bank of America
67
Bank of America
North Carolina
$70.6K +$664 +100 +0.9%
AG
68
Ascent Group
Virginia
$65.5K
KAS
69
Kestra Advisory Services
Texas
$34.7K +$36.2K +5,449 New
CIBC Private Wealth Group
70
CIBC Private Wealth Group
Georgia
$30.8K
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$9.77K
US Bancorp
72
US Bancorp
Minnesota
$5.42K +$5.64K +850 New
NSIM
73
North Star Investment Management
Illinois
$4.46K
NFSG
74
Newbridge Financial Services Group
Florida
$3.19K
NL
75
Navalign LLC
California
$2.87K +$2.99K +450 New

MRCC Hedge Fund Activity: Q4 2025 in Review

79 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Monroe Capital Corp (MRCC) for Q4 2025, worth a combined $36.6M — up 22% from $30M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of MRCC and 12 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 31 added.

The largest buyer was Almitas Capital, adding an estimated $5.91M. The largest seller was Kovitz Investment Group Partners, exiting entirely with an estimated $564K sold.

  • 79 institutional investors held Monroe Capital Corp (MRCC) as of Q4 2025, down from 84 in Q3 2025.
  • Funds reported $36.6M of Monroe Capital Corp stock for Q4 2025, up 22% quarter-over-quarter.
  • 12 funds opened new Monroe Capital Corp positions in Q4 2025 and 13 closed out, a net change of -1 holder.
  • The largest Monroe Capital Corp buyer in Q4 2025 was Almitas Capital, an estimated $5.91M added.
  • The largest Monroe Capital Corp seller in Q4 2025 was Kovitz Investment Group Partners, an estimated $564K sold.

Based on aggregated 13F filings for Q4 2025.