We are live on ! Find out more
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
William Blair & Company
1
William Blair & Company
Illinois
$3.29M -$55.7K -6,684 -2%
HighTower Advisors
2
HighTower Advisors
Illinois
$1.56M -$69.7K -8,355 -4%
Two Sigma Advisers
3
Two Sigma Advisers
New York
$1.24M -$188K -22,500 -12%
MCA
4
Magnolia Capital Advisors
Mississippi
$958K -$11.3K -1,355 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$896K -$156K -18,692 -14%
LG
6
LaFleur & Godfrey
Michigan
$849K +$368K +44,100 +68%
BlackRock
7
BlackRock
New York
$841K +$48.7K +5,846 +6%
Two Sigma Investments
8
Two Sigma Investments
New York
$815K -$254K -30,404 -23%
BAMF
9
BI Asset Management Fondsmaeglerselskab
Denmark
$797K +$23.6K +2,836 +3%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$655K
SIA
11
Schechter Investment Advisors
Michigan
$643K
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$636K -$419K -50,209 -38%
GSIAS
13
Garden State Investment Advisory Services
New Jersey
$624K +$365K +43,749 +121%
BPA
14
Beacon Pointe Advisors
California
$616K +$495K +59,406 New
VIA
15
Virtus Investment Advisers
Connecticut
$590K +$630K +75,599 New
SS
16
Sunbelt Securities
Texas
$585K +$233K +27,920 +59%
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$562K -$336K -40,327 -36%
UBS Group
18
UBS Group
Switzerland
$561K +$145K +17,443 +32%
CA
19
Clearstead Advisors
Ohio
$540K
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$537K +$15.1K +1,811 +3%
Raymond James Financial
21
Raymond James Financial
Florida
$484K -$181K -21,761 -26%
Morgan Stanley
22
Morgan Stanley
New York
$479K +$49.3K +5,907 +11%
HWM
23
HB Wealth Management
Georgia
$456K +$15.1K +1,814 +3%
Corient Private Wealth
24
Corient Private Wealth
Florida
$367K -$625 -75 -0.2%
AWS
25
Atria Wealth Solutions
New York
$362K -$61.4K -7,363 -14%

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.