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Monroe Capital Corp
MRCC

Overview Fund Activity

78 hedge funds and large institutions have $27.7M invested in Monroe Capital Corp in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
–
Holders Change %
0%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
30
Reduced
20
Closed
8
Calls
$50K
Puts
$262K
Net Calls
-$212K
Net Calls Change
-$214K

Top Buyers

1
BPA
Beacon Pointe Advisors
California
+$616K
2
VIA
Virtus Investment Advisers
Connecticut
+$590K
3
LG
LaFleur & Godfrey
Michigan
+$344K
4
GSIAS
Garden State Investment Advisory Services
New Jersey
+$341K
5
EFG
Ethos Financial Group
Pennsylvania
+$287K

Top Sellers

1
VEA
Virtus ETF Advisers
New York
-$517K
2
Millennium Management
Millennium Management
New York
-$433K
3
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$392K
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$315K
5
Two Sigma Investments
Two Sigma Investments
New York
-$237K
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
1
William Blair & Company
Illinois
$3.29M -$52.1K -6,684 -2%
HighTower Advisors
2
HighTower Advisors
Illinois
$1.56M -$65.2K -8,355 -4%
Two Sigma Advisers
3
Two Sigma Advisers
New York
$1.24M -$176K -22,500 -12%
MCA
4
Magnolia Capital Advisors
Mississippi
$958K -$10.6K -1,355 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$896K -$146K -18,692 -14%
LG
6
LaFleur & Godfrey
Michigan
$849K +$344K +44,100 +68%
BlackRock
7
BlackRock
New York
$841K +$45.6K +5,846 +6%
Two Sigma Investments
8
Two Sigma Investments
New York
$815K -$237K -30,404 -23%
BAMF
9
BI Asset Management Fondsmaeglerselskab
Denmark
$797K +$22.1K +2,836 +3%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$655K – – –
SIA
11
Schechter Investment Advisors
Michigan
$643K – – –
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$636K -$392K -50,209 -38%
GSIAS
13
Garden State Investment Advisory Services
New Jersey
$624K +$341K +43,749 +121%
BPA
14
Beacon Pointe Advisors
California
$616K +$616K +59,406 New
VIA
15
Virtus Investment Advisers
Connecticut
$590K +$590K +75,599 New
SS
16
Sunbelt Securities
Texas
$585K +$218K +27,920 +59%
Connor, Clark & Lunn Investment Management (CC&L)
17
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$562K -$315K -40,327 -36%
UBS Group
18
UBS Group
Switzerland
$561K +$136K +17,443 +32%
CA
19
Clearstead Advisors
Ohio
$540K – – –
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$537K +$14.1K +1,811 +3%
Raymond James Financial
21
Raymond James Financial
Florida
$484K -$170K -21,761 -26%
Morgan Stanley
22
Morgan Stanley
New York
$479K +$46.1K +5,907 +11%
HWM
23
HB Wealth Management
Georgia
$456K +$14.1K +1,814 +3%
Corient Private Wealth
24
Corient Private Wealth
Florida
$367K -$585 -75 -0.2%
AWS
25
Atria Wealth Solutions
New York
$362K -$57.4K -7,363 -14%
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