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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$356M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$6.96M
3
Citadel Advisors
Citadel Advisors
Florida
$1.17M
4
GAM
Generali Asset Management
Italy
$111M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$61.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
301
Access Investment Management
Georgia
$1.27M +$1.27M +57,675 New
RP
302
Riverbridge Partners
Minnesota
$1.26M +$48.4K +2,206 +4%
PA
303
PFG Advisors
Arizona
$1.26M +$55.5K +2,527 +5%
PCA
304
Pallas Capital Advisors
Massachusetts
$1.25M -$80.7K -3,675 -6%
LF
305
Lantz Financial
Illinois
$1.24M -$14K -637 -1%
PA
306
Parallel Advisors
California
$1.24M -$40.9K -1,862 -3%
CAM
307
Cresset Asset Management
Illinois
$1.24M -$66.5K -3,026 -5%
ATPW
308
Ashton Thomas Private Wealth
Arizona
$1.24M +$63.8K +2,903 +5%
Focus Partners Wealth
309
Focus Partners Wealth
Massachusetts
$1.23M +$45.8K +2,087 +4%
WWM
310
Western Wealth Management
Colorado
$1.21M -$25.3K -1,150 -2%
BIM
311
Baldwin Investment Management
Pennsylvania
$1.2M -$6.52K -297 -0.5%
UB
312
UMB Bank
Missouri
$1.19M +$32.9K +1,500 +3%
TWP
313
Tempus Wealth Planning
California
$1.18M – – –
FCA
314
FLC Capital Advisors
California
$1.18M -$153K -6,946 -11%
ASN
315
Advisory Services Network
Georgia
$1.18M +$30.6K +1,352 +3%
Citadel Advisors
316
Citadel Advisors
Florida
$1.17M -$23.6M -1,074,505 -95%
SWP
317
Strategic Wealth Partners
Ohio
$1.16M +$1.16M +52,858 New
Mirae Asset Global Investments
318
Mirae Asset Global Investments
South Korea
$1.15M +$102K +4,660 +10%
AWM
319
Accel Wealth Management
Iowa
$1.13M +$23.4K +1,064 +2%
JCFM
320
JBR Co Financial Management
Oklahoma
$1.12M +$76.5K +3,485 +7%
MHS
321
M Holdings Securities
Oregon
$1.12M +$7.56K +344 +0.7%
CWM
322
C2C Wealth Management
Arizona
$1.11M – – –
BHPW
323
Beverly Hills Private Wealth
California
$1.11M -$7.4K -337 -0.7%
IA
324
IFG Advisory
Georgia
$1.11M +$195K +8,868 +21%
FFA
325
Farther Finance Advisors
California
$1.1M -$212K -9,644 -16%
11 12
13
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