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Stellus Capital Investment Corp

63 hedge funds and large institutions have $52.7M invested in Stellus Capital Investment Corp in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

322% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $250K

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

15% more capital invested

Capital invested by funds: $45.9M → $52.7M (+$6.71M)

1.96% more ownership

Funds ownership: 12.39%14.34% (+2%)

7% less funds holding

Funds holding: 6863 (-5)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
63
Holders Change
-5
Holders Change %
-7.35%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
23
Reduced
17
Closed
11
Calls
$1.05M
Puts
$250K
Net Calls
+$804K
Net Calls Change
+$243K
Name Holding Trade Value Shares
Change
Change in
Stake
TI
26
TrueMark Investments
Illinois
$315K +$305K +24,827 New
Citadel Advisors
27
Citadel Advisors
Florida
$302K -$321K -26,140 -52%
Northern Trust
28
Northern Trust
Illinois
$278K -$19.1K -1,557 -7%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$255K -$37.9K -3,092 -13%
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$233K +$185K +15,069 +458%
Morgan Stanley
31
Morgan Stanley
New York
$228K -$95.3K -7,767 -30%
Simplex Trading
32
Simplex Trading
Illinois
$218K +$72.2K +5,887 +52%
OC
33
Oppenheimer & Co
New York
$203K -$15K -1,224 -7%
CIA
34
Concurrent Investment Advisors
Florida
$196K +$30.3K +2,470 +19%
Wells Fargo
35
Wells Fargo
California
$170K -$1.21K -99 -0.7%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$165K
ACM
37
Aquatic Capital Management
Illinois
$151K -$77K -6,279 -35%
USCWA
38
U.S. Capital Wealth Advisors
Texas
$140K
FFA
39
Farther Finance Advisors
California
$130K -$35.1K -2,862 -22%
PAG
40
Private Advisor Group
New Jersey
$127K
CCM
41
Chilton Capital Management
Texas
$96.4K
KAS
42
Kestra Advisory Services
Texas
$61.5K +$59.5K +4,851 New
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$39.7K +$1.21K +99 +3%
KFAS
44
Keating Financial Advisory Services
Kansas
$37.7K +$36.4K +2,970 New
OP
45
ORG Partners
Indiana
$26.8K
LWANC
46
Laurel Wealth Advisors (North Carolina)
North Carolina
$26.4K +$25.5K +2,083 New
GAFA
47
Garton & Associates Financial Advisors
Kentucky
$21.2K +$20.5K +1,670 New
AssetMark Inc
48
AssetMark Inc
California
$15.2K
SOADOR
49
State of Alaska Department of Revenue
Alaska
$14K
PTC
50
Private Trust Company
Ohio
$13.9K