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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
PTC
51
Private Trust Company
Ohio
$10.1K
SOADOR
52
State of Alaska Department of Revenue
Alaska
$10K
CA
53
Crewe Advisors
Utah
$8.01K +$412 +37 +4%
TRCT
54
Tower Research Capital (TRC)
New York
$5.3K +$6.41K +575 New
KFI
55
Key Financial Inc
Pennsylvania
$4.61K
Jones Financial Companies
56
Jones Financial Companies
Missouri
$4.41K
APW
57
Aventura Private Wealth
Florida
$4.35K
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$3.68K
ASN
59
Advisory Services Network
Georgia
$2.19K +$2.65K +238 New
BBHC
60
Brown Brothers Harriman & Co
New York
$2.05K +$2.49K +223 New
VNA
61
Valley National Advisers
Pennsylvania
$1K
DB
62
Danske Bank
Denmark
$55 +$22 +2 +50%
AF
63
Allworth Financial
California
$39 +$45 +4 New
Two Sigma Advisers
64
Two Sigma Advisers
New York
-$3.36M -265,200 Closed
TI
65
TrueMark Investments
Illinois
-$315K -24,827 Closed
Simplex Trading
66
Simplex Trading
Illinois
-$192K -17,222 Closed
FFA
67
Farther Finance Advisors
California
-$130K -10,244 Closed
PAG
68
Private Advisor Group
New Jersey
-$127K -10,000 Closed
KAS
69
Kestra Advisory Services
Texas
-$61.5K -4,851 Closed
KFAS
70
Keating Financial Advisory Services
Kansas
-$37.7K -2,970 Closed
LWANC
71
Laurel Wealth Advisors (North Carolina)
North Carolina
-$26.4K -2,083 Closed
GAFA
72
Garton & Associates Financial Advisors
Kentucky
-$21.2K -1,670 Closed
AssetMark Inc
73
AssetMark Inc
California
-$15.2K -1,200 Closed
Group One Trading
74
Group One Trading
Illinois
-$11.4K -902 Closed
HAP
75
Harbor Asset Planning
Massachusetts
-$3.8K -300 Closed

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.