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Monroe Capital Corp
MRCC

Overview Fund Activity

74 hedge funds and large institutions have $20.5M invested in Monroe Capital Corp in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-4
Holders Change %
-5.13%
% 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
24
Reduced
23
Closed
9
Calls
$3K
Puts
$271K
Net Calls
-$268K
Net Calls Change
-$56K

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$688K
2
AAP
Arax Advisory Partners
Colorado
+$524K
3
Citadel Advisors
Citadel Advisors
Florida
+$321K
4
LPL Financial
LPL Financial
California
+$252K
5
BlackRock
BlackRock
New York
+$192K

Top Sellers

1
BPA
Beacon Pointe Advisors
California
-$616K
2
CA
Clearstead Advisors
Ohio
-$540K
3
HWM
HB Wealth Management
Georgia
-$456K
4
AWS
Atria Wealth Solutions
New York
-$362K
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$324K
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
26
MAS Advisors
Florida
$262K +$12K +1,893 +5%
FG
27
Fiduciary Group
Georgia
$235K – – –
EFG
28
Ethos Financial Group
Pennsylvania
$234K – – –
IAIM
29
International Assets Investment Management
Florida
$218K – – –
Baird Financial Group
30
Baird Financial Group
Wisconsin
$216K +$24.9K +3,911 +13%
OC
31
Oppenheimer & Co
New York
$211K -$17.3K -2,725 -8%
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$203K -$235K -36,893 -54%
Koshinski Asset Management
33
Koshinski Asset Management
Illinois
$198K – – –
FCH
34
Freestone Capital Holdings
Washington
$181K +$6.64K +1,044 +4%
SFA
35
Sequoia Financial Advisors
Ohio
$173K +$1.27K +200 +0.7%
EH
36
Equitable Holdings
New York
$166K +$49.2K +7,734 +42%
Osaic Holdings
37
Osaic Holdings
Arizona
$156K -$8.5K -1,000 -5%
CCM
38
Chiron Capital Management
Florida
$156K +$95 +15 +0.1%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$155K -$127 -20 -0.1%
Lido Advisors
40
Lido Advisors
California
$144K – – –
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$137K -$106K -16,643 -44%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$136K -$5.39K -845 -4%
Connor, Clark & Lunn Investment Management (CC&L)
43
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$134K -$324K -50,910 -71%
Canada Life
44
Canada Life
Manitoba, Canada
$130K – – –
AL
45
Aspiriant LLC
California
$121K +$31.8K +5,000 +36%
SWA
46
Stratos Wealth Advisors
Ohio
$121K +$4.61K +724 +4%
CT
47
Chicago Trust
Illinois
$119K – – –
RWM
48
Ritholtz Wealth Management
New York
$115K -$139K -21,887 -55%
CCA
49
Cobblestone Capital Advisors
New York
$115K -$15.2K -2,385 -12%
Marshall Wace
50
Marshall Wace
United Kingdom
$105K -$42.8K -6,737 -29%
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