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Ares Capital

788 hedge funds and large institutions have $4.62B invested in Ares Capital in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 359 increasing their positions, 210 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 210

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

0.03% less ownership

Funds ownership: 32.14%32.1% (-0.03%)

5% less capital invested

Capital invested by funds: $4.84B → $4.62B (-$224M)

6% less funds holding

Funds holding: 835788 (-47)

35% less call options, than puts

Call options by funds: $82.8M | Put options by funds: $127M

36% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 86

Holders
788
Holders Change
-47
Holders Change %
-5.63%
% of All Funds
10.34%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
55
Increased
359
Reduced
210
Closed
86
Calls
$82.8M
Puts
$127M
Net Calls
-$44.2M
Net Calls Change
+$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
326
Ancora Advisors
Ohio
$957K -$18.3K -825 -2%
IWC
327
Integrated Wealth Concepts
Massachusetts
$954K -$28.6K -1,289 -3%
MCM
328
Massar Capital Management
Connecticut
$945K +$1.03M +46,319 New
FNBOMD
329
First National Bank of Mount Dora
Florida
$939K
AC
330
AlphaCore Capital
California
$929K -$79.7K -3,588 -7%
AAP
331
Arax Advisory Partners
Colorado
$917K +$856K +38,517 +602%
BWP
332
Balboa Wealth Partners
Arizona
$913K +$12.4K +559 +1%
US Bancorp
333
US Bancorp
Minnesota
$909K +$17.4K +783 +2%
GAA
334
Global Assets Advisory
Florida
$906K +$188K +8,457 +24%
AIM
335
AXA Investment Managers
France
$906K +$987K +44,409 New
WIA
336
Westbourne Investment Advisors
Maryland
$902K +$107K +4,800 +12%
BAM
337
Belpointe Asset Management
Nevada
$899K +$393K +17,698 +67%
PWM
338
Palacios Wealth Management
Florida
$892K +$372K +16,744 +62%
SQA
339
Simon Quick Advisors
New Jersey
$888K +$582K +26,209 +151%
BFS
340
Bradley Foster & Sargent
Connecticut
$887K +$2.56K +115 +0.3%
FFG
341
Floyd Financial Group
Missouri
$883K +$99.4K +4,472 +11%
PC
342
Port Capital
Illinois
$878K
AFP
343
Ausdal Financial Partners
Iowa
$867K +$22.6K +1,018 +2%
BWM
344
BKM Wealth Management
Wisconsin
$865K +$11.7K +525 +1%
EGM
345
Engineers Gate Manager
New York
$862K -$566K -25,480 -38%
BCM
346
Brookstone Capital Management
Illinois
$857K +$64.9K +2,921 +7%
1IA
347
1620 Investment Advisors
Massachusetts
$857K +$8.49K +382 +0.9%
AWA
348
Arete Wealth Advisors
Illinois
$845K +$14.4K +650 +2%
NC
349
NewSquare Capital
Pennsylvania
$842K +$92.5K +4,164 +11%
BO
350
Bank OZK
Arkansas
$840K +$67 +3 +0%