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Stellus Capital Investment Corp

68 hedge funds and large institutions have $45.9M invested in Stellus Capital Investment Corp in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,247% more call options, than puts

Call options by funds: $606K | Put options by funds: $45K

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

136% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 11

17% more funds holding

Funds holding: 5868 (+10)

1.2% more ownership

Funds ownership: 11.19%12.39% (+1.2%)

4% more capital invested

Capital invested by funds: $44.3M → $45.9M (+$1.63M)

Holders
68
Holders Change
+10
Holders Change %
+17.24%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
26
Reduced
11
Closed
2
Calls
$606K
Puts
$45K
Net Calls
+$561K
Net Calls Change
-$131K
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
1
Two Sigma Advisers
New York
$3.73M -$1.18M -81,628 -22%
Corient Private Wealth
2
Corient Private Wealth
Florida
$3.58M +$293K +20,337 +8%
Raymond James Financial
3
Raymond James Financial
Florida
$3.02M -$64.7K -4,493 -2%
Two Sigma Investments
4
Two Sigma Investments
New York
$2.94M +$103K +7,132 +3%
MC
5
Muzinich & Co
New York
$2.7M +$906K +62,888 +44%
EFG
6
Ethos Financial Group
Pennsylvania
$2.68M +$116K +8,071 +4%
CCM
7
Condor Capital Management
New Jersey
$2.65M +$76.3K +5,294 +3%
BlackRock
8
BlackRock
New York
$2.64M +$638K +44,291 +28%
Legal & General Group
9
Legal & General Group
United Kingdom
$2.24M -$178K -12,374 -7%
Sumitomo Mitsui Trust Group
10
Sumitomo Mitsui Trust Group
Japan
$2.04M +$893K +62,002 +66%
SS
11
Sunbelt Securities
Texas
$1.91M +$1.68M +116,352 +391%
AAM
12
Advisors Asset Management
Colorado
$1.88M +$279K +19,337 +15%
IWA
13
Icon Wealth Advisors
Texas
$1.77M +$1.64K +114 +0.1%
IA
14
Inspire Advisors
Idaho
$1.39M +$630K +43,732 +70%
PI
15
PFG Investments
New York
$904K +$66.1K +4,586 +7%
GCM
16
Gables Capital Management
Florida
$883K
VIA
17
Virtus Investment Advisers
Connecticut
$761K -$91.6K -6,360 -10%
TI
18
Trexquant Investment
Connecticut
$685K +$756K +52,449 New
Citadel Advisors
19
Citadel Advisors
Florida
$653K +$463K +32,168 +181%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$577K
LPL Financial
21
LPL Financial
California
$507K -$133K -9,246 -19%
Canada Life
22
Canada Life
Manitoba, Canada
$470K +$134K +9,287 +35%
Osaic Holdings
23
Osaic Holdings
Arizona
$451K +$10.6K +739 +2%
GCA
24
Gallagher Capital Advisors
Texas
$406K +$490K +34,000 New
Morgan Stanley
25
Morgan Stanley
New York
$336K -$1.77M -122,899 -83%

SCM Hedge Fund Activity: Q3 2025 in Review

68 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Stellus Capital Investment Corp (SCM) for Q3 2025, worth a combined $45.9M — up 3.7% from $44.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SCM positions and 2 closed out — a net gain of 10 holders — while 26 added to existing stakes and 11 trimmed.

The largest buyer was Sunbelt Securities, adding an estimated $1.68M. The largest seller was Morgan Stanley, cutting an estimated $1.77M.

  • 68 institutional investors held Stellus Capital Investment Corp (SCM) as of Q3 2025, up from 58 in Q2 2025.
  • Funds reported $45.9M of Stellus Capital Investment Corp stock for Q3 2025, up 3.7% quarter-over-quarter.
  • 12 funds opened new Stellus Capital Investment Corp positions in Q3 2025 and 2 closed out, a net change of +10 holders.
  • The largest Stellus Capital Investment Corp buyer in Q3 2025 was Sunbelt Securities, an estimated $1.68M added.
  • The largest Stellus Capital Investment Corp seller in Q3 2025 was Morgan Stanley, an estimated $1.77M sold.

Based on aggregated 13F filings for Q3 2025.