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Stellus Capital Investment Corp

62 hedge funds and large institutions have $47.2M invested in Stellus Capital Investment Corp in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,812% more call options, than puts

Call options by funds: $1.18M | Put options by funds: $17K

150% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 10

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

21% more capital invested

Capital invested by funds: $39M → $47.2M (+$8.2M)

7% more funds holding

Funds holding: 5862 (+4)

1.78% more ownership

Funds ownership: 10.48%12.26% (+1.8%)

Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
25
Reduced
10
Closed
8
Calls
$1.18M
Puts
$17K
Net Calls
+$1.16M
Net Calls Change
+$713K
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
26
Canada Life
Manitoba, Canada
$346K +$75.1K +5,177 +27%
IA
27
Inspire Advisors
Idaho
$343K +$355K +24,471 New
LSV Asset Management
28
LSV Asset Management
Illinois
$287K
CIA
29
Concurrent Investment Advisors
Florida
$229K -$1.26K -87 -0.5%
OC
30
Oppenheimer & Co
New York
$216K +$48.6K +3,352 +28%
UBS Group
31
UBS Group
Switzerland
$215K -$154K -10,629 -41%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$206K -$462K -31,853 -68%
USCWA
33
U.S. Capital Wealth Advisors
Texas
$202K +$7.18K +495 +4%
Northern Trust
34
Northern Trust
Illinois
$184K -$142K -9,822 -43%
FFA
35
Farther Finance Advisors
California
$183K
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$182K
Jane Street
37
Jane Street
New York
$157K +$163K +11,205 New
QT
38
Quantbot Technologies
New York
$155K +$161K +11,088 New
XT
39
XTX Topco
Cayman Islands
$150K +$156K +10,738 New
JP Morgan Chase
40
JP Morgan Chase
New York
$145K +$150K +10,347 New
Wells Fargo
41
Wells Fargo
California
$142K -$17.8K -1,227 -11%
PAG
42
Private Advisor Group
New Jersey
$140K
CCM
43
Chilton Capital Management
Texas
$118K +$11.7K +809 +11%
Group One Trading
44
Group One Trading
Illinois
$83.6K +$86.6K +5,971 New
ACM
45
Aquatic Capital Management
Illinois
$74.7K -$180K -12,390 -70%
PA
46
PSI Advisors
Florida
$42K +$7.25K +500 +20%
OP
47
ORG Partners
Indiana
$29.5K
Citigroup
48
Citigroup
New York
$22.1K +$22.9K +1,581 New
QL
49
Quarry LP
New York
$17.1K +$17.8K +1,225 New
PTC
50
Private Trust Company
Ohio
$15.4K

SCM Hedge Fund Activity: Q1 2025 in Review

62 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Stellus Capital Investment Corp (SCM) for Q1 2025, worth a combined $47.2M — up 21% from $39M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SCM positions and 8 closed out — a net gain of 4 holders — while 25 added to existing stakes and 10 trimmed.

The largest buyer was Ethos Financial Group, opening a new position worth an estimated $2.79M. The largest seller was Virtus ETF Advisers, exiting entirely with an estimated $902K sold.

  • 62 institutional investors held Stellus Capital Investment Corp (SCM) as of Q1 2025, up from 58 in Q4 2024.
  • Funds reported $47.2M of Stellus Capital Investment Corp stock for Q1 2025, up 21% quarter-over-quarter.
  • 12 funds opened new Stellus Capital Investment Corp positions in Q1 2025 and 8 closed out, a net change of +4 holders.
  • The largest Stellus Capital Investment Corp buyer in Q1 2025 was Ethos Financial Group, an estimated $2.79M added.
  • The largest Stellus Capital Investment Corp seller in Q1 2025 was Virtus ETF Advisers, an estimated $902K sold.

Based on aggregated 13F filings for Q1 2025.