ARCC icon

Ares Capital
ARCC

Overview Fund Activity

815 hedge funds and large institutions have $4.8B invested in Ares Capital in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 326 increasing their positions, 263 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
-3
Holders Change %
-0.37%
% of All Funds
10.93%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.2%
New
77
Increased
326
Reduced
263
Closed
62
Calls
$97.5M
Puts
$173M
Net Calls
-$75.2M
Net Calls Change
-$30.5M

Top Buyers

1
Invesco
1
Invesco
Georgia
$78M
2
UBS Group
2
UBS Group
Switzerland
$155M
3
EWM
3
Evercore Wealth Management
New York
$36.6M
4
FGP
4
Freestone Grove Partners
California
$24.8M
5
Northern Trust
5
Northern Trust
Illinois
$23.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$356M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$6.96M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.17M
4
GAM
4
Generali Asset Management
Italy
$111M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$61.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
276
Allworth Financial
California
$1.42M +$1.26M +57,567 +810%
AFG
277
Albion Financial Group
Utah
$1.42M -$10.4K -475 -0.7%
TA
278
TFG Advisers
Michigan
$1.41M +$55.1K +2,507 +4%
FM
279
Family Management
New York
$1.41M -$128K -5,813 -8%
CIG
280
Cascade Investment Group
Colorado
$1.4M – – –
SWM
281
Spire Wealth Management
Virginia
$1.4M -$241K -10,996 -15%
KCFA
282
Key Client Fiduciary Advisors
New Jersey
$1.4M +$46.5K +2,116 +3%
CFG
283
Certior Financial Group
Pennsylvania
$1.4M -$53.8K -2,449 -4%
SF
284
Summit Financial
New Jersey
$1.4M +$555K +25,278 +66%
NGA
285
Naples Global Advisors
Florida
$1.4M +$65.9K +3,000 +5%
FGC
286
Financial Gravity Companies
Texas
$1.38M +$1.38M +63,054 New
SS
287
Sunbelt Securities
Texas
$1.38M -$8.17K -373 -0.6%
DSC
288
Duncker Streett & Co
Missouri
$1.38M +$3.12K +142 +0.2%
DM
289
Delphi Management
Massachusetts
$1.38M -$67.1K -3,054 -5%
AIA
290
AssuredPartners Investment Advisors
Florida
$1.37M -$21.8K -991 -2%
WIM
291
WealthPlan Investment Management
Nebraska
$1.37M +$433K +19,698 +46%
SLC
292
Second Line Capital
Louisiana
$1.36M -$172K -7,836 -11%
LTAS
293
Linden Thomas Advisory Services
North Carolina
$1.34M +$163K +7,434 +14%
RIL
294
Rothschild Investment LLC
Illinois
$1.31M +$2.44K +111 +0.2%
WS
295
Wedbush Securities
California
$1.31M -$106K -4,841 -8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
296
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.29M -$1.19M -54,069 -48%
MWM
297
Modern Wealth Management
Kansas
$1.28M -$68.5K -3,121 -5%
SWP
298
Stratos Wealth Partners
Ohio
$1.28M +$56.1K +2,554 +5%
GWM
299
Geneos Wealth Management
Colorado
$1.28M -$1.09M -49,489 -46%
ProShare Advisors
300
ProShare Advisors
Maryland
$1.27M -$51.7K -2,352 -4%
10 11
12
13 14