MONROE CAP CORP (MRCC): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

MONROE CAP CORP (MRCC)

77 + Investors. Track Smart Money conviction in MRCC. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — MRCC

Based on 77 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their MRCC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 94% of 3.0Y peak

94% of all-time peak

77 funds currently hold this stock — 94% of the 3.0-year high of 82 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding MRCC is almost the same as a year ago (-1 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 52% buying

42 buying38 selling

Last quarter: 42 funds bought or added vs 38 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 9 → 7 → 19 → 11. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 19% medium ■ 25% new

43 out of 77 hedge funds have held MRCC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares +34%, value -16%

Value

-15%

+34%

Last quarter: funds added +34% more shares while total portfolio value only changed -16%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

7 → 9 → 7 → 19 → 11 new funds/Q

New funds entering each quarter: 9 → 7 → 19 → 11. A growing number of institutions are discovering MRCC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 58% of holders stayed 2+ years

■ 58% veterans ■ 10% 1-2yr ■ 31% new

Of 77 current holders: 45 (58%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds

8 of 77 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.4

out of 10

Low Exit Risk

Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	77	82	-6.1%
13F Shares	6M	4M	34.25%
Total Value	$454M	$538M	-15.59%
New Positions	11	19	-8
Increased Positions	31	22	+9
Closed Positions	16	11	+5
Reduced Positions	22	26	-4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

-6.1%

13F Shares

34.25%

Total Value

$454M

$538M

-15.59%

New Positions

-8

Increased Positions

Closed Positions

Reduced Positions

-4

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

77 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MRCC. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 16 institutional holders of MRCC — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Argos Wealth Advisors, LLC	0.02%	11,848	$54K
2	CHAPIN DAVIS, INC.	0.01%	13,500	$62K
3	Koshinski Asset Management, Inc.	0.01%	40,400	$186K
4	OPPENHEIMER & CO INC	0.01%	105,570	$486K
5	CREATIVE FINANCIAL DESIGNS INC /ADV	0.00%	14,230	$65K
6	BI Asset Management Fondsmaeglerselskab A/S	0.00%	37,269	—
7	Forum Financial Management, LP	0.00%	26,336	$121K
8	STEPHENS INC /AR/	0.00%	11,453	$53K
9	COMMONWEALTH EQUITY SERVICES, LLC	0.00%	89,314	$411K
10	Sequoia Financial Advisors, LLC	0.00%	17,000	$78K
11	Wealthspire Advisors, LLC	0.00%	11,586	$53K
12	Private Advisor Group, LLC	0.00%	14,215	$65K
13	DAVENPORT & Co LLC	0.00%	11,300	$52K
14	North Star Investment Management Corp.	0.00%	700	$3K
15	Janney Montgomery Scott LLC	0.00%	15,555	—
16	Kohmann Bosshard Financial Services, LLC	0.00%	262	$1K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — MONROE CAP CORP (MRCC)

What does the Smart Money Trend signal show for MRCC?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MRCC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MRCC?

Slight buying edge — 52% buying: Last quarter: 42 funds bought or added vs 38 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MRCC holders?

Smaller funds dominant — 0% AUM from top-100: 8 of 77 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MRCC?

56% of holders stayed for 2+ years: 43 out of 77 hedge funds have held MRCC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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MONROE CAP CORP (MRCC)

Smart Money Signals — MRCC

Selling streak — 1 quarter in a row

High ownership — 94% of 3.0Y peak

Stable — ownership unchanged year-over-year

Slight buying edge — 52% buying

Fewer new buyers each quarter (-8 vs last Q)

56% of holders stayed for 2+ years

Buying through price weakness — shares +34%, value -16%

Growing discovery — still being found

Deep conviction — 58% of holders stayed 2+ years

Smaller funds dominant — 0% AUM from top-100

Hedge Fund Ownership: MRCC

Market Analysis: MRCC

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MRCC

Hedge Fund Positioning: MRCC

Statistics: MRCC

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — MONROE CAP CORP (MRCC)

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