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Stellus Capital Investment Corp

57 hedge funds and large institutions have $50M 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
Holders
57
Holders Change
-4
Holders Change %
-6.56%
% of All Funds
0.77%
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
Shares
Change %
Corient Private Wealth
1
Corient Private Wealth
Florida
$7.07M +$4.11M +295,068 +139%
Two Sigma Advisers
2
Two Sigma Advisers
New York
$5.12M -$478K -34,300 -9%
Raymond James Financial
3
Raymond James Financial
Florida
$3.29M -$184K -13,220 -5%
Two Sigma Investments
4
Two Sigma Investments
New York
$3.04M -$766K -54,938 -20%
CCM
5
Condor Capital Management
New Jersey
$2.75M +$85.9K +6,160 +3%
EFG
6
Ethos Financial Group
Pennsylvania
$2.75M +$64.6K +4,633 +2%
Legal & General Group
7
Legal & General Group
United Kingdom
$2.57M +$75.5K +5,417 +3%
BlackRock
8
BlackRock
New York
$2.2M +$562K +40,303 +34%
LWANC
9
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.08M +$2.08M +29,038 New
Morgan Stanley
10
Morgan Stanley
New York
$2.07M -$989K -70,978 -32%
MC
11
Muzinich & Co
New York
$2.01M +$793K +56,885 +65%
IWA
12
Icon Wealth Advisors
Texas
$1.88M +$1.74K +125 +0.1%
AAM
13
Advisors Asset Management
Colorado
$1.74M -$87.8K -6,298 -5%
Sumitomo Mitsui Trust Group
14
Sumitomo Mitsui Trust Group
Japan
$1.31M +$129K +9,286 +11%
GCM
15
Gables Capital Management
Florida
$943K -$427K -30,610 -31%
PI
16
PFG Investments
New York
$901K -$5.06K -363 -0.6%
VIA
17
Virtus Investment Advisers
Connecticut
$901K -$46.7K -3,352 -5%
IA
18
Inspire Advisors
Idaho
$872K +$531K +38,059 +156%
LPL Financial
19
LPL Financial
California
$670K +$101K +7,268 +18%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$616K
Osaic Holdings
21
Osaic Holdings
Arizona
$498K -$55.4K -3,992 -10%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$494K +$105K +7,495 +27%
SS
23
Sunbelt Securities
Texas
$410K -$41.6K -3,022 -9%
Canada Life
24
Canada Life
Manitoba, Canada
$373K +$29.3K +2,101 +9%
Northern Trust
25
Northern Trust
Illinois
$321K +$137K +9,859 +75%