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Monroe Capital Corp
MRCC

Overview Fund Activity

72 hedge funds and large institutions have $19.8M invested in Monroe Capital Corp in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
72
Holders Change
-6
Holders Change %
-7.69%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
24
Reduced
23
Closed
9
Calls
$3K
Puts
$93K
Net Calls
-$90K
Net Calls Change
+$122K

Top Buyers

1
AAP
1
Arax Advisory Partners
Colorado
$524K
2
Citadel Advisors
2
Citadel Advisors
Florida
$321K
3
LPL Financial
3
LPL Financial
California
$372K
4
BlackRock
4
BlackRock
New York
$878K
5
TI
5
Trexquant Investment
Connecticut
$282K

Top Sellers

1
BPA
1
Beacon Pointe Advisors
California
$0
2
CA
2
Clearstead Advisors
Ohio
$0
3
HWM
3
HB Wealth Management
Georgia
$0
4
AWS
4
Atria Wealth Solutions
New York
$0
5
Connor, Clark & Lunn Investment Management (CC&L)
5
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$134K
Name Market Value Shares Shares
Change 		Shares
Change %
FG
26
Fiduciary Group
Georgia
$235K 37,000 – –
EFG
27
Ethos Financial Group
Pennsylvania
$234K 36,802 – –
IAIM
28
International Assets Investment Management
Florida
$218K 34,302 – –
Baird Financial Group
29
Baird Financial Group
Wisconsin
$216K 34,031 +3,911 +13%
OC
30
Oppenheimer & Co
New York
$211K 33,163 -2,725 -8%
OSAM
31
O'Shaughnessy Asset Management
Connecticut
$203K 31,978 -36,893 -54%
Koshinski Asset Management
32
Koshinski Asset Management
Illinois
$198K 31,200 – –
FCH
33
Freestone Capital Holdings
Washington
$181K 28,493 +1,044 +4%
SFA
34
Sequoia Financial Advisors
Ohio
$173K 27,200 +200 +0.7%
EH
35
Equitable Holdings
New York
$166K 26,107 +7,734 +42%
Osaic Holdings
36
Osaic Holdings
Arizona
$156K 18,405 -1,000 -5%
CCM
37
Chiron Capital Management
Florida
$156K 24,538 +15 +0.1%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$155K 24,438 -20 -0.1%
Lido Advisors
39
Lido Advisors
California
$144K 22,568 – –
Focus Partners Wealth
40
Focus Partners Wealth
Massachusetts
$137K 21,592 -16,643 -44%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$136K 21,338 -845 -4%
Connor, Clark & Lunn Investment Management (CC&L)
42
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$134K 21,119 -50,910 -71%
Canada Life
43
Canada Life
Manitoba, Canada
$130K 20,361 – –
AL
44
Aspiriant LLC
California
$121K 19,000 +5,000 +36%
SWA
45
Stratos Wealth Advisors
Ohio
$121K 18,976 +724 +4%
CT
46
Chicago Trust
Illinois
$119K 18,765 – –
RWM
47
Ritholtz Wealth Management
New York
$115K 18,135 -21,887 -55%
CCA
48
Cobblestone Capital Advisors
New York
$115K 18,047 -2,385 -12%
Marshall Wace
49
Marshall Wace
United Kingdom
$105K 16,490 -6,737 -29%
Truist Financial
50
Truist Financial
North Carolina
$104K 16,430 +600 +4%
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