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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 %
SAA
51
Southeast Asset Advisors
Georgia
$102K 16,000 – –
FFM
52
Forum Financial Management
Illinois
$94.4K 14,836 +14,836 New
PAG
53
Private Advisor Group
New Jersey
$91.6K 14,405 +1,191 +9%
DC
54
Davenport & Co
Virginia
$90.9K 14,300 – –
CFD
55
Creative Financial Designs
Indiana
$84.9K 13,345 +390 +3%
SI
56
Stephens Inc
Arkansas
$75.1K 11,803 +20 +0.2%
AWA
57
Arkadios Wealth Advisors
Georgia
$71.9K 11,303 -1,276 -10%
Bank of America
58
Bank of America
North Carolina
$69.9K 10,988 – –
AG
59
Ascent Group
Virginia
$65.4K 10,285 – –
GWSG
60
GPS Wealth Strategies Group
Colorado
$65K 10,227 – –
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$64.6K 10,000 -821 -8%
RIL
62
Rothschild Investment LLC
Illinois
$63.6K 10,000 – –
TWC
63
TD Waterhouse Canada
Ontario, Canada
$34.8K 5,359 +172 +3%
Simplex Trading
64
Simplex Trading
Illinois
$22K 3,490 +3,461 +11,934%
CA
65
Crewe Advisors
Utah
$17.8K 2,800 – –
NFSG
66
Newbridge Financial Services Group
Florida
$13.7K 2,150 +2,150 New
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$9.75K 1,533 – –
Group One Trading
68
Group One Trading
Illinois
$5.72K 900 +900 New
NSIM
69
North Star Investment Management
Illinois
$4.45K 700 – –
AAS
70
Ameritas Advisory Services
Nebraska
$3.85K 606 +606 New
JPMorgan Chase & Co
71
JPMorgan Chase & Co
New York
$534 84 -873 -91%
Wells Fargo
72
Wells Fargo
California
$228 36 +3 +9%
CA
73
Clearstead Advisors
Ohio
– – -69,168 Closed
BPA
74
Beacon Pointe Advisors
California
– – -59,406 Closed
HWM
75
HB Wealth Management
Georgia
– – -58,414 Closed
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