We are live on ! Find out more
ARCC icon

Ares Capital

835 hedge funds and large institutions have $4.84B invested in Ares Capital in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 333 increasing their positions, 266 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 63

25% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 266

1% more funds holding

Funds holding: 828835 (+7)

1% more capital invested

Capital invested by funds: $4.81B → $4.84B (+$36M)

0.42% more ownership

Funds ownership: 31.72%32.14% (+0.42%)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

44% less call options, than puts

Call options by funds: $97.5M | Put options by funds: $173M

Holders
835
Holders Change
+7
Holders Change %
+0.85%
% of All Funds
10.99%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.21%
New
81
Increased
333
Reduced
266
Closed
63
Calls
$97.5M
Puts
$173M
Net Calls
-$75.2M
Net Calls Change
-$30.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PC
276
Permanens Capital
New York
$1.43M +$1.39M +65,128 New
LCWP
277
Legacy Capital Wealth Partners
Arkansas
$1.42M -$43.1K -2,029 -3%
AF
278
Allworth Financial
California
$1.42M +$1.22M +57,567 +810%
AFG
279
Albion Financial Group
Utah
$1.42M -$10.1K -475 -0.7%
TA
280
TFG Advisers
Michigan
$1.41M +$53.3K +2,507 +4%
FM
281
Family Management
New York
$1.41M -$124K -5,813 -8%
CIG
282
Cascade Investment Group
Colorado
$1.4M
SWM
283
Spire Wealth Management
Virginia
$1.4M -$234K -10,996 -15%
KCFA
284
Key Client Fiduciary Advisors
New Jersey
$1.4M +$45K +2,116 +3%
CFG
285
Certior Financial Group
Pennsylvania
$1.4M -$52.1K -2,449 -4%
SF
286
Summit Financial
New Jersey
$1.4M +$538K +25,278 +66%
NGA
287
Naples Global Advisors
Florida
$1.4M +$63.8K +3,000 +5%
FGC
288
Financial Gravity Companies
Texas
$1.38M +$1.34M +63,054 New
SS
289
Sunbelt Securities
Texas
$1.38M -$7.93K -373 -0.6%
DSC
290
Duncker Streett & Co
Missouri
$1.38M +$3.02K +142 +0.2%
DM
291
Delphi Management
Massachusetts
$1.38M -$64.9K -3,054 -5%
AIA
292
AssuredPartners Investment Advisors
Florida
$1.37M -$21.1K -991 -2%
WIM
293
WealthPlan Investment Management
Nebraska
$1.37M +$419K +19,698 +46%
SLC
294
Second Line Capital
Louisiana
$1.36M -$167K -7,836 -11%
LTAS
295
Linden Thomas Advisory Services
North Carolina
$1.34M +$158K +7,434 +14%
RIL
296
Rothschild Investment LLC
Illinois
$1.31M +$2.36K +111 +0.2%
WS
297
Wedbush Securities
California
$1.3M -$103K -4,841 -8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
298
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.29M -$1.15M -54,069 -48%
MWM
299
Modern Wealth Management
Kansas
$1.28M -$66.4K -3,121 -5%
SWP
300
Stratos Wealth Partners
Ohio
$1.28M +$54.3K +2,554 +5%

ARCC Hedge Fund Activity: Q2 2025 in Review

835 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Ares Capital (ARCC) for Q2 2025, worth a combined $4.84B — up 0.75% from $4.81B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new ARCC positions and 63 closed out — a net gain of 18 holders — while 333 added to existing stakes and 266 trimmed.

The largest buyer was Invesco, adding an estimated $67.4M. The largest seller was Morgan Stanley, cutting an estimated $28.2M.

  • 835 institutional investors held Ares Capital (ARCC) as of Q2 2025, up from 828 in Q1 2025.
  • Funds reported $4.84B of Ares Capital stock for Q2 2025, up 0.75% quarter-over-quarter.
  • 81 funds opened new Ares Capital positions in Q2 2025 and 63 closed out, a net change of +18 holders.
  • The largest Ares Capital buyer in Q2 2025 was Invesco, an estimated $67.4M added.
  • The largest Ares Capital seller in Q2 2025 was Morgan Stanley, an estimated $28.2M sold.

Based on aggregated 13F filings for Q2 2025.