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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
Two Sigma Advisers
1
Two Sigma Advisers
New York
$5.12M -$453K -34,300 -9%
Corient Private Wealth
2
Corient Private Wealth
Florida
$3.54M +$546K +41,305 +19%
Raymond James Financial
3
Raymond James Financial
Florida
$3.29M -$175K -13,220 -5%
Two Sigma Investments
4
Two Sigma Investments
New York
$3.04M -$726K -54,938 -20%
CCM
5
Condor Capital Management
New Jersey
$2.75M +$81.4K +6,160 +3%
EFG
6
Ethos Financial Group
Pennsylvania
$2.75M +$61.2K +4,633 +2%
Legal & General Group
7
Legal & General Group
United Kingdom
$2.57M +$71.6K +5,417 +3%
BlackRock
8
BlackRock
New York
$2.2M +$532K +40,303 +34%
Morgan Stanley
9
Morgan Stanley
New York
$2.07M -$938K -70,978 -32%
MC
10
Muzinich & Co
New York
$2.01M +$752K +56,885 +65%
IWA
11
Icon Wealth Advisors
Texas
$1.88M +$1.65K +125 +0.1%
AAM
12
Advisors Asset Management
Colorado
$1.74M -$83.2K -6,298 -5%
Sumitomo Mitsui Trust Group
13
Sumitomo Mitsui Trust Group
Japan
$1.31M +$123K +9,286 +11%
GCM
14
Gables Capital Management
Florida
$943K -$404K -30,610 -31%
PI
15
PFG Investments
New York
$901K -$4.8K -363 -0.6%
VIA
16
Virtus Investment Advisers
Connecticut
$901K -$44.3K -3,352 -5%
IA
17
Inspire Advisors
Idaho
$872K +$503K +38,059 +156%
LPL Financial
18
LPL Financial
California
$670K +$96K +7,268 +18%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$616K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$494K +$99K +7,495 +27%
Osaic Holdings
21
Osaic Holdings
Arizona
$465K -$86.4K -6,536 -16%
SS
22
Sunbelt Securities
Texas
$410K -$39.9K -3,022 -9%
Canada Life
23
Canada Life
Manitoba, Canada
$373K +$27.8K +2,101 +9%
Northern Trust
24
Northern Trust
Illinois
$321K +$130K +9,859 +75%
LSV Asset Management
25
LSV Asset Management
Illinois
$286K

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.