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Ares Capital
ARCC

Overview Fund Activity

818 hedge funds and large institutions have $5.18B invested in Ares Capital in 2024 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 342 increasing their positions, 197 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
+77
Holders Change %
+10.39%
% of All Funds
10.89%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.24%
New
136
Increased
342
Reduced
197
Closed
45
Calls
$68.2M
Puts
$204M
Net Calls
-$135M
Net Calls Change
-$94.6M

Top Buyers

1
VanEck Associates
VanEck Associates
New York
$310M
2
Two Sigma Investments
Two Sigma Investments
New York
$58.6M
3
Morgan Stanley
Morgan Stanley
New York
$325M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$93.4M
5
Bank of America
Bank of America
North Carolina
$174M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$4.02M
2
Invesco
Invesco
Georgia
$8.86M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$0
4
UBS AM
UBS AM
Illinois
$0
5
Ameriprise
Ameriprise
Minnesota
$81.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
326
Western Wealth Management
Colorado
$1.08M +$18K +820 +2%
LTAS
327
Linden Thomas Advisory Services
North Carolina
$1.08M +$32.7K +1,496 +3%
HIP
328
HUB Investment Partners
Texas
$1.07M -$109K -4,970 -9%
FCM
329
FJ Capital Management
Virginia
$1.07M +$1.07M +48,675 New
CWM
330
Castle Wealth Management
Florida
$1.06M -$31K -1,414 -3%
BWP
331
Balboa Wealth Partners
Arizona
$1.06M -$40.6K -1,854 -4%
SFS
332
Stiles Financial Services
Minnesota
$1.05M +$501K +22,879 +91%
KCM
333
Kathmere Capital Management
Pennsylvania
$1.04M – – –
IWN
334
Independent Wealth Network
Iowa
$1.04M +$64.4K +2,941 +7%
AA
335
Ancora Advisors
Ohio
$1.04M -$25.2K -1,151 -2%
AIMCA
336
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.04M – – –
VAM
337
Verity Asset Management
North Carolina
$1.03M +$150K +7,493 +17%
IA
338
IFG Advisory
Georgia
$1.03M +$150K +6,865 +17%
AWM
339
Accel Wealth Management
Iowa
$1.02M +$19.7K +898 +2%
EAM
340
Everstar Asset Management
North Carolina
$1.01M -$46K -2,100 -4%
FNBOMD
341
First National Bank of Mount Dora
Florida
$1.01M – – –
C
342
Certuity
Florida
$997K +$644K +29,403 +182%
OBWG
343
Onyx Bridge Wealth Group
New York
$993K +$38.1K +1,739 +4%
GIM
344
Guild Investment Management
California
$992K -$1.75K -80 -0.2%
JWCA
345
J.W. Cole Advisors
Florida
$986K -$90.7K -4,142 -8%
SW
346
SteelPeak Wealth
California
$984K +$2.63K +120 +0.3%
IWC
347
Integrated Wealth Concepts
Massachusetts
$979K +$222K +10,140 +29%
FDCDDQ
348
Federation des caisses Desjardins du Quebec
Quebec, Canada
$968K +$4.38K +200 +0.5%
US Bancorp
349
US Bancorp
Minnesota
$942K +$42.6K +1,945 +5%
PC
350
Port Capital
Illinois
$941K – – –
12 13
14
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