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Stellus Capital Investment Corp

58 hedge funds and large institutions have $44.3M invested in Stellus Capital Investment Corp in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,323% more call options, than puts

Call options by funds: $705K | Put options by funds: $13K

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

1.07% less ownership

Funds ownership: 12.26%11.19% (-1.1%)

6% less capital invested

Capital invested by funds: $47.2M → $44.3M (-$2.92M)

6% less funds holding

Funds holding: 6258 (-4)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
58
Holders Change
-4
Holders Change %
-6.45%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
16
Closed
11
Calls
$705K
Puts
$13K
Net Calls
+$692K
Net Calls Change
-$466K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$251K +$35.5K +2,687 +18%
Citadel Advisors
27
Citadel Advisors
Florida
$248K -$1.14M -86,171 -83%
OC
28
Oppenheimer & Co
New York
$238K +$21.4K +1,616 +10%
CIA
29
Concurrent Investment Advisors
Florida
$234K +$5.77K +437 +3%
FFA
30
Farther Finance Advisors
California
$183K
HighTower Advisors
31
HighTower Advisors
Illinois
$182K -$346K -26,215 -67%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$181K
Wells Fargo
33
Wells Fargo
California
$179K +$35.7K +2,699 +27%
Group One Trading
34
Group One Trading
Illinois
$159K +$71.7K +5,430 +91%
BHCM
35
Brevan Howard Capital Management
Jersey
$154K +$146K +11,041 New
USCWA
36
U.S. Capital Wealth Advisors
Texas
$154K -$45.2K -3,420 -24%
PAG
37
Private Advisor Group
New Jersey
$139K
CCM
38
Chilton Capital Management
Texas
$106K -$10.7K -809 -10%
Simplex Trading
39
Simplex Trading
Illinois
$97K +$92.7K +7,019 New
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$60.2K +$57.1K +4,321 New
ACM
41
Aquatic Capital Management
Illinois
$50.8K -$22.4K -1,696 -32%
AAS
42
Ameritas Advisory Services
Nebraska
$33.7K +$32K +2,420 New
OP
43
ORG Partners
Indiana
$29.6K
GWM
44
Geneos Wealth Management
Colorado
$25.1K +$23.8K +1,798 New
PTC
45
Private Trust Company
Ohio
$15.3K
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.9K
CA
47
Crewe Advisors
Utah
$10.5K +$13 +1 +0.1%
Jones Financial Companies
48
Jones Financial Companies
Missouri
$7K
KFI
49
Key Financial Inc
Pennsylvania
$6.97K
APW
50
Aventura Private Wealth
Florida
$6.58K

SCM Hedge Fund Activity: Q2 2025 in Review

58 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Stellus Capital Investment Corp (SCM) for Q2 2025, worth a combined $44.3M — down 6.2% from $47.2M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SCM and 8 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 20 added.

The largest buyer was Muzinich & Co, adding an estimated $752K. The largest seller was Citadel Advisors, cutting an estimated $1.14M.

  • 58 institutional investors held Stellus Capital Investment Corp (SCM) as of Q2 2025, down from 62 in Q1 2025.
  • Funds reported $44.3M of Stellus Capital Investment Corp stock for Q2 2025, down 6.2% quarter-over-quarter.
  • 8 funds opened new Stellus Capital Investment Corp positions in Q2 2025 and 11 closed out, a net change of -3 holders.
  • The largest Stellus Capital Investment Corp buyer in Q2 2025 was Muzinich & Co, an estimated $752K added.
  • The largest Stellus Capital Investment Corp seller in Q2 2025 was Citadel Advisors, an estimated $1.14M sold.

Based on aggregated 13F filings for Q2 2025.