MRCC icon

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 %
Truist Financial
51
Truist Financial
North Carolina
$104K +$3.82K +600 +4%
SAA
52
Southeast Asset Advisors
Georgia
$102K – – –
FFM
53
Forum Financial Management
Illinois
$94.4K +$94.4K +14,836 New
PAG
54
Private Advisor Group
New Jersey
$91.6K +$7.58K +1,191 +9%
DC
55
Davenport & Co
Virginia
$90.9K – – –
CFD
56
Creative Financial Designs
Indiana
$84.9K +$2.48K +390 +3%
SI
57
Stephens Inc
Arkansas
$75.1K +$127 +20 +0.2%
AWA
58
Arkadios Wealth Advisors
Georgia
$71.9K -$8.12K -1,276 -10%
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$70.6K – – –
Bank of America
60
Bank of America
North Carolina
$69.9K – – –
AG
61
Ascent Group
Virginia
$65.4K – – –
GWSG
62
GPS Wealth Strategies Group
Colorado
$65K – – –
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$64.6K -$5.3K -821 -8%
RIL
64
Rothschild Investment LLC
Illinois
$63.6K – – –
TWC
65
TD Waterhouse Canada
Ontario, Canada
$34.8K +$1.12K +172 +3%
Simplex Trading
66
Simplex Trading
Illinois
$22K +$21.8K +3,461 +11,934%
CA
67
Crewe Advisors
Utah
$17.8K – – –
NFSG
68
Newbridge Financial Services Group
Florida
$13.7K +$13.7K +2,150 New
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$9.75K – – –
Group One Trading
70
Group One Trading
Illinois
$5.72K +$5.72K +900 New
NSIM
71
North Star Investment Management
Illinois
$4.45K – – –
AAS
72
Ameritas Advisory Services
Nebraska
$3.85K +$3.85K +606 New
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$534 -$5.55K -873 -91%
Wells Fargo
74
Wells Fargo
California
$228 +$19 +3 +9%
CA
75
Clearstead Advisors
Ohio
– -$540K -69,168 Closed
1 2
3
4