Atom Investors’s Ares Capital ARCC Stock Holding History

Atom Investors’s Portfolio ARCC Stock Details ARCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-79,656	Closed	-$1.77M	–	608
2025 Q1	$1.77M	Sell	79,656 -12,936	-14%	-$294K	0.22%	136
2024 Q4	$2.03M	Buy	+92,592	New	+$2M	0.25%	127
2023 Q3	–	Sell	-16,869	Closed	-$317K	–	430
2023 Q2	$317K	Sell	16,869 -1,942	-10%	-$35.9K	0.12%	180
2023 Q1	$344K	Buy	+18,811	New	+$356K	0.19%	134
2022 Q1	–	Sell	-12,200	Closed	-$259K	–	199
2021 Q4	$259K	Buy	+12,200	New	+$253K	0.04%	218

Other funds holding ARCC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GAM

Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Atom Investors's ARCC Position: Q2 2025 in Review

Atom Investors sold out of Ares Capital (ARCC) in Q2 2025, closing a stake of 79,656 shares — an estimated $1.77M sold.

Atom Investors first reported a position in ARCC in Q4 2021 and held it in 5 quarters. The position peaked at $2.03M in Q4 2024. 836 funds tracked by Wall St. Rank hold ARCC as of Q2 2025.

Atom Investors reported no remaining Ares Capital position as of Q2 2025 after selling out during the quarter.
Atom Investors sold 79,656 Ares Capital shares in Q2 2025, an estimated $1.77M.
Atom Investors first reported a position in Ares Capital in Q4 2021 and held it in 5 quarters.
Atom Investors's Ares Capital position peaked at $2.03M in Q4 2024.
836 funds tracked by Wall St. Rank held Ares Capital as of Q2 2025.

Based on Atom Investors's 13F filing for Q2 2025, filed 14 Aug 2025.