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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
Two Sigma Advisers
1
Two Sigma Advisers
New York
$5.62M +$348K +24,000 +6%
Two Sigma Investments
2
Two Sigma Investments
New York
$3.82M +$108K +7,448 +3%
Raymond James Financial
3
Raymond James Financial
Florida
$3.49M +$103K +7,103 +3%
Morgan Stanley
4
Morgan Stanley
New York
$3.07M +$897K +61,827 +39%
Corient Private Wealth
5
Corient Private Wealth
Florida
$2.97M +$594K +40,991 +24%
EFG
6
Ethos Financial Group
Pennsylvania
$2.69M +$2.79M +192,462 New
CCM
7
Condor Capital Management
New Jersey
$2.68M +$110K +7,614 +4%
Legal & General Group
8
Legal & General Group
United Kingdom
$2.5M +$70.9K +4,887 +3%
IWA
9
Icon Wealth Advisors
Texas
$1.89M +$52.4K +3,612 +3%
AAM
10
Advisors Asset Management
Colorado
$1.84M +$179K +12,320 +10%
BlackRock
11
BlackRock
New York
$1.65M +$90.6K +6,244 +6%
Citadel Advisors
12
Citadel Advisors
Florida
$1.46M +$1.45M +99,685 +2,319%
GCM
13
Gables Capital Management
Florida
$1.38M +$1.04K +72 +0.1%
MC
14
Muzinich & Co
New York
$1.22M +$310K +21,355 +32%
Sumitomo Mitsui Trust Group
15
Sumitomo Mitsui Trust Group
Japan
$1.19M +$310K +21,355 +34%
VIA
16
Virtus Investment Advisers
Connecticut
$952K +$986K +68,006 New
PI
17
PFG Investments
New York
$910K +$9.85K +679 +1%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$618K -$2.42K -167 -0.4%
LPL Financial
19
LPL Financial
California
$572K -$80.7K -5,566 -12%
Osaic Holdings
20
Osaic Holdings
Arizona
$558K +$428K +29,485 +284%
HighTower Advisors
21
HighTower Advisors
Illinois
$550K +$306K +21,097 +116%
SS
22
Sunbelt Securities
Texas
$459K +$43.8K +3,022 +10%
TI
23
Trexquant Investment
Connecticut
$446K -$452K -31,158 -49%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$390K +$55.2K +3,808 +16%
VF
25
Virtu Financial
New York
$358K +$371K +25,553 New

SCM Hedge Fund Activity: Q1 2025 in Review

62 of the 7,457 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.