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Monroe Capital Corp

78 hedge funds and large institutions have $294M invested in Monroe Capital Corp in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 34 increasing their positions, 20 reducing their positions, and 3 closing their positions.

Holders
78
Holders Change
-1
Holders Change %
-1.27%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
34
Reduced
20
Closed
3
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
-$113K
Name Holding Trade Value Shares
Change
Shares
Change %
EH
51
Equitable Holdings
New York
$131K +$17.1K +2,012 +15%
LC
52
Lindbrook Capital
California
$128K -$21.3K -2,500 -14%
DC
53
Davenport & Co
Virginia
$122K
Ameriprise
54
Ameriprise
Minnesota
$113K -$17.4K -2,051 -13%
PAG
55
Private Advisor Group
New Jersey
$112K +$3.13K +368 +3%
AL
56
Aspiriant LLC
California
$111K +$17K +2,000 +18%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$108K +$12.6K +1,486 +13%
CFD
58
Creative Financial Designs
Indiana
$107K +$2.36K +278 +2%
AWA
59
Arkadios Wealth Advisors
Georgia
$107K
SI
60
Stephens Inc
Arkansas
$98.7K -$35.8K -4,207 -27%
Bank of America
61
Bank of America
North Carolina
$93.4K -$1.28K -150 -1%
CIBC Private Wealth Group
62
CIBC Private Wealth Group
Georgia
$91.7K +$57.2K +6,773 +166%
GWSG
63
GPS Wealth Strategies Group
Colorado
$86.9K
RIL
64
Rothschild Investment LLC
Illinois
$85K
TWC
65
TD Waterhouse Canada
Ontario, Canada
$42.9K +$1.06K +125 +3%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$42.5K
CA
67
Crewe Advisors
Utah
$23.8K
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$13K
NSIM
69
North Star Investment Management
Illinois
$5.95K
PC
70
Promus Capital
Illinois
$5.1K +$5.1K +600 New
NWWA
71
New Wave Wealth Advisors
Arkansas
$2.24K +$2.24K +264 New
KBFS
72
Kohmann Bosshard Financial Services
Ohio
$2.22K +$2.22K +261 New
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.46K
Simplex Trading
74
Simplex Trading
Illinois
$1K +$341 +58 +52%
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$714 -$13.8K -1,625 -95%