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Ares Capital

805 hedge funds and large institutions have $4.43B invested in Ares Capital in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 319 increasing their positions, 253 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 253

0.75% more ownership

Funds ownership: 33.53%34.29% (+0.75%)

3% less funds holding

Funds holding: 829805 (-24)

9% less capital invested

Capital invested by funds: $4.86B → $4.43B (-$422M)

12% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 97

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

44% less call options, than puts

Call options by funds: $96.5M | Put options by funds: $171M

Holders
805
Holders Change
-24
Holders Change %
-2.9%
% of All Funds
9.92%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.15%
New
85
Increased
319
Reduced
253
Closed
97
Calls
$96.5M
Puts
$171M
Net Calls
-$74.7M
Net Calls Change
+$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$295M -$23.3M -1,204,221 -7%
UBS Group
2
UBS Group
Switzerland
$258M +$60.3M +3,114,640 +28%
VanEck Associates
3
VanEck Associates
New York
$196M -$34.6M -1,786,468 -14%
SO
4
STRS Ohio
Ohio
$189M +$203M +10,500,000 New
Bank of America
5
Bank of America
North Carolina
$165M +$24.4M +1,259,230 +16%
JP Morgan Chase
6
JP Morgan Chase
New York
$137M -$2.35M -121,395 -2%
GAM
7
Generali Asset Management
Italy
$136M +$48.3M +2,495,876 +49%
Two Sigma Investments
8
Two Sigma Investments
New York
$132M +$84M +4,338,605 +146%
Legal & General Group
9
Legal & General Group
United Kingdom
$108M +$11M +566,941 +10%
Wells Fargo
10
Wells Fargo
California
$80.8M +$1.92M +98,969 +2%
LPL Financial
11
LPL Financial
California
$72.8M -$3.33M -172,180 -4%
ACM
12
Advisors Capital Management
New Jersey
$70.9M +$7.12M +367,616 +10%
Ameriprise
13
Ameriprise
Minnesota
$68M -$7.49M -387,074 -9%
HighTower Advisors
14
HighTower Advisors
Illinois
$63.7M +$21.1M +1,087,875 +44%
Raymond James Financial
15
Raymond James Financial
Florida
$62.1M +$5.55M +286,690 +9%
CIM
16
Confluence Investment Management
Missouri
$61.9M -$2.08M -107,483 -3%
EWM
17
Evercore Wealth Management
New York
$56.2M +$3.54M +182,651 +6%
Citadel Advisors
18
Citadel Advisors
Florida
$52.6M -$99.9M -5,159,501 -64%
OAC
19
OMERS Administration Corp
Ontario, Canada
$51.1M +$9.18M +474,414 +20%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$48.1M -$6.68M -345,189 -11%
Stifel Financial
21
Stifel Financial
Missouri
$47.5M +$711K +36,714 +1%
SIS
22
Sound Income Strategies
Florida
$47.2M +$906K +46,782 +2%
AM
23
Ares Management
California
$47.1M +$7.1M +366,665 +16%
AIM
24
Allen Investment Management
New York
$46.8M -$9.45M -487,967 -16%
BlackRock
25
BlackRock
New York
$43.2M -$14.8M -766,465 -24%