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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 %
FFG
351
Floyd Financial Group
Missouri
$915K +$915K +40,822 New
1IA
352
1620 Investment Advisors
Massachusetts
$913K +$3.4K +155 +0.4%
WA
353
Whipplewood Advisors
Colorado
$911K +$911K +41,464 +1,036,600%
AFP
354
Ausdal Financial Partners
Iowa
$910K +$113K +5,163 +14%
BO
355
Bank OZK
Arkansas
$904K – – –
AWA
356
Arete Wealth Advisors
Illinois
$895K -$48.6K -2,214 -5%
EAM
357
Everstar Asset Management
North Carolina
$871K -$19.8K -900 -2%
WIA
358
Westbourne Investment Advisors
Maryland
$865K +$865K +39,396 New
Koshinski Asset Management
359
Koshinski Asset Management
Illinois
$858K +$36.4K +1,659 +4%
BCM
360
Brookstone Capital Management
Illinois
$858K +$158K +7,214 +23%
MCFP
361
Mallini Complete Financial Planning
Florida
$836K +$27.3K +1,244 +3%
AWS
362
Atria Wealth Solutions
New York
$831K -$2.37M -107,498 -74%
NC
363
NewSquare Capital
Pennsylvania
$814K -$38.1K -1,734 -4%
WA
364
WESPAC Advisors
California
$812K +$27.2K +1,238 +3%
AWM
365
AllSquare Wealth Management
New York
$812K -$54.9K -2,500 -6%
MT
366
Midwest Trust
Kansas
$806K +$806K +36,717 New
MWPCG
367
Measured Wealth Private Client Group
New Hampshire
$804K +$856 +39 +0.1%
GAA
368
Global Assets Advisory
Florida
$793K -$654K -29,674 -45%
LAM
369
Lewis Asset Management
California
$792K +$133K +6,054 +20%
GC
370
Guggenheim Capital
Illinois
$780K +$40K +1,820 +5%
PIA
371
Pinion Investment Advisors
Kansas
$777K -$752K -34,247 -49%
ACM
372
Ascent Capital Management
Oregon
$762K +$17K +773 +2%
AG
373
Ascent Group
Virginia
$761K -$145K -6,602 -16%
PWM
374
Perigon Wealth Management
California
$758K -$34.8K -1,584 -4%
DJSG
375
D.J. St. Germain
Massachusetts
$742K +$17.2K +785 +2%
13 14
15
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