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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
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 %
CWM
326
Castle Wealth Management
Florida
$1.1M +$6.61K +301 +0.6%
IWN
327
Independent Wealth Network
Iowa
$1.09M -$439 -20 -0%
SW
328
SteelPeak Wealth
California
$1.08M +$37.8K +1,721 +4%
AC
329
AlphaCore Capital
California
$1.08M +$210K +9,562 +24%
Wealthfront Advisers
330
Wealthfront Advisers
California
$1.06M +$596K +27,161 +128%
GWMIA
331
Global Wealth Management Investment Advisory
Florida
$1.06M +$80.6K +3,670 +8%
IWC
332
Integrated Wealth Concepts
Massachusetts
$1.06M +$150K +6,852 +17%
JG
333
Jain Global
New York
$1.05M +$1.05M +48,000 New
AA
334
Ancora Advisors
Ohio
$1.05M -$4.39K -200 -0.4%
CB
335
Commerce Bank
Missouri
$1.04M -$33.4K -1,521 -3%
SG
336
StoneX Group
New York
$1.04M +$38.4K +1,748 +4%
HI
337
Harbour Investments
Wisconsin
$1.03M -$8.43K -384 -0.8%
FNBOMD
338
First National Bank of Mount Dora
Florida
$1.01M – – –
IA
339
Inspire Advisors
Idaho
$1M +$1M +45,719 New
OBWG
340
Onyx Bridge Wealth Group
New York
$998K -$25.5K -1,161 -2%
TCB
341
Texas Capital Bancshares
Texas
$979K – – –
BWP
342
Balboa Wealth Partners
Arizona
$971K -$19.8K -901 -2%
US Bancorp
343
US Bancorp
Minnesota
$961K -$24.4K -1,109 -2%
C
344
Certuity
Florida
$954K -$52.8K -2,403 -5%
BFS
345
Bradley Foster & Sargent
Connecticut
$951K +$951K +43,328 New
Axa
346
Axa
France
$948K – – –
PC
347
Port Capital
Illinois
$944K – – –
PPW
348
Pasadena Private Wealth
California
$924K +$381K +17,334 +70%
IA
349
IFP Advisors
Florida
$920K +$372K +16,952 +68%
BWM
350
BKM Wealth Management
Wisconsin
$919K -$5.53K -252 -0.6%
12 13
14
15 16