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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
FDCDDQ
51
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14K +$14.5K +1,000 New
CA
52
Crewe Advisors
Utah
$10.5K
Jones Financial Companies
53
Jones Financial Companies
Missouri
$7.13K
KFI
54
Key Financial Inc
Pennsylvania
$7K
APW
55
Aventura Private Wealth
Florida
$6.61K
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$6K
LC
57
Lindbrook Capital
California
$4.62K
HCP
58
Hexagon Capital Partners
Arkansas
$4.42K -$609 -42 -12%
VNA
59
Valley National Advisers
Pennsylvania
$2K
PA
60
Parallel Advisors
California
$112
MCM
61
MAI Capital Management
Ohio
$14
VEA
62
Virtus ETF Advisers
New York
-$902K -65,584 Closed
Connor, Clark & Lunn Investment Management (CC&L)
63
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$345K -25,052 Closed
Marshall Wace
64
Marshall Wace
United Kingdom
-$255K -18,561 Closed
PIS
65
POM Investment Strategies
North Carolina
-$9.99K -726 Closed
PFBT
66
Parkside Financial Bank & Trust
Missouri
-$6.88K -500 Closed
PAM
67
Parvin Asset Management
South Dakota
-$1.38K -100 Closed
TRCT
68
Tower Research Capital (TRC)
New York
-$729 -53 Closed
RF
69
Robinswood Financial
Washington
-$145 -10 Closed
RBC
70
Roble Belko & Company
Pennsylvania
+$87 +6 +86%

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.