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Stellus Capital Investment Corp

63 hedge funds and large institutions have $38.4M invested in Stellus Capital Investment Corp in 2026 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $948K | Put options by funds: $378K

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

0% more funds holding

Funds holding: 6363 (0)

0.23% less ownership

Funds ownership: 14.34%14.11% (-0.23%)

27% less capital invested

Capital invested by funds: $52.7M → $38.4M (-$14.3M)

Holders
63
Holders Change
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
18
Reduced
17
Closed
16
Calls
$948K
Puts
$378K
Net Calls
+$570K
Net Calls Change
-$234K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$2.9M +$64.1K +5,747 +2%
EFG
2
Ethos Financial Group
Pennsylvania
$2.51M
Corient Private Wealth
3
Corient Private Wealth
Florida
$2.35M -$3.42M -306,853 -55%
MC
4
Muzinich & Co
New York
$2.35M +$14.5K +1,300 +0.5%
Raymond James Financial
5
Raymond James Financial
Florida
$2.19M +$127K +11,434 +5%
Legal & General Group
6
Legal & General Group
United Kingdom
$2.12M +$281K +25,250 +12%
CCM
7
Condor Capital Management
New Jersey
$1.9M -$89.4K -8,022 -4%
SS
8
Sunbelt Securities
Texas
$1.87M +$542K +48,617 +31%
Two Sigma Investments
9
Two Sigma Investments
New York
$1.82M -$968K -86,858 -31%
AAM
10
Advisors Asset Management
Colorado
$1.77M +$107K +9,638 +5%
Sumitomo Mitsui Trust Group
11
Sumitomo Mitsui Trust Group
Japan
$1.44M +$1.13K +101 +0.1%
Marshall Wace
12
Marshall Wace
United Kingdom
$1.41M +$1.7M +152,859 New
Morgan Stanley
13
Morgan Stanley
New York
$1.36M +$1.45M +129,759 +721%
IWA
14
Icon Wealth Advisors
Texas
$1.29M -$2.21K -198 -0.1%
Millennium Management
15
Millennium Management
New York
$1.07M +$1.3M +116,667 New
BlackRock
16
BlackRock
New York
$1.03M -$929K -83,319 -43%
IA
17
Inspire Advisors
Idaho
$1.02M +$37.6K +3,370 +3%
UBS Group
18
UBS Group
Switzerland
$925K +$837K +75,099 +297%
PI
19
PFG Investments
New York
$688K +$55.9K +5,016 +7%
TI
20
Trexquant Investment
Connecticut
$629K +$323K +28,980 +74%
GCM
21
Gables Capital Management
Florida
$616K -$2.8K -251 -0.4%
Citadel Advisors
22
Citadel Advisors
Florida
$574K +$429K +38,513 +162%
VIA
23
Virtus Investment Advisers
Connecticut
$559K +$6.96K +624 +1%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$399K +$483K +43,333 New
GCA
25
Gallagher Capital Advisors
Texas
$313K +$379K +34,000 New

SCM Hedge Fund Activity: Q1 2026 in Review

63 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Stellus Capital Investment Corp (SCM) for Q1 2026, worth a combined $38.4M — down 27% from $52.7M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SCM positions and 16 closed out — a net gain of 1 holder — while 18 added to existing stakes and 17 trimmed.

The largest buyer was Marshall Wace, opening a new position worth an estimated $1.7M. The largest seller was Corient Private Wealth, cutting an estimated $3.42M.

  • 63 institutional investors held Stellus Capital Investment Corp (SCM) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $38.4M of Stellus Capital Investment Corp stock for Q1 2026, down 27% quarter-over-quarter.
  • 17 funds opened new Stellus Capital Investment Corp positions in Q1 2026 and 16 closed out, a net change of +1 holder.
  • The largest Stellus Capital Investment Corp buyer in Q1 2026 was Marshall Wace, an estimated $1.7M added.
  • The largest Stellus Capital Investment Corp seller in Q1 2026 was Corient Private Wealth, an estimated $3.42M sold.

Based on aggregated 13F filings for Q1 2026.