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Ares Capital

797 hedge funds and large institutions have $4.42B invested in Ares Capital in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 316 increasing their positions, 250 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

13% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 98

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

44% less call options, than puts

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

Holders
797
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$96.5M
Puts
$171M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PC
276
Permanens Capital
New York
$1.18M
KCFA
277
Key Client Fiduciary Advisors
New Jersey
$1.18M
DBFM
278
Dickmeyer Boyce Financial Management
Indiana
$1.14M
ProShare Advisors
279
ProShare Advisors
Maryland
$1.14M
VM
280
VPR Management
Texas
$1.13M
GWMIA
281
Global Wealth Management Investment Advisory
Florida
$1.13M
WSFS
282
Wilmington Savings Fund Society
Delaware
$1.13M
MWM
283
Modern Wealth Management
Kansas
$1.12M
FCA
284
FLC Capital Advisors
California
$1.12M
MG
285
Marex Group
$1.11M
AUB
286
Atlantic Union Bankshares
Virginia
$1.11M
LCM
287
Lazari Capital Management
California
$1.09M
BIM
288
Baldwin Investment Management
Pennsylvania
$1.08M
CIG
289
Cascade Investment Group
Colorado
$1.07M
GA
290
GoalVest Advisory
New York
$1.06M
IWC
291
Integrated Wealth Concepts
Massachusetts
$1.05M
AC
292
AlphaCore Capital
California
$1.03M
PCA
293
Pallas Capital Advisors
Massachusetts
$1.02M
DC
294
Davenport & Co
Virginia
$1.01M
CWM
295
C2C Wealth Management
Arizona
$1.01M
LF
296
Lantz Financial
Illinois
$1M
IWN
297
Independent Wealth Network
Iowa
$1M
OBWG
298
Onyx Bridge Wealth Group
New York
$987K
AWM
299
Accel Wealth Management
Iowa
$986K
IA
300
Inspire Advisors
Idaho
$981K