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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 %
AWA
351
Arete Wealth Advisors
Illinois
$940K +$353K +16,112 +60%
TCM
352
Triumph Capital Management
Colorado
$936K -$648K -29,588 -41%
AG
353
Ascent Group
Virginia
$931K -$46.8K -2,140 -5%
BWM
354
BKM Wealth Management
Wisconsin
$928K +$16.8K +767 +2%
Axa
355
Axa
France
$928K +$928K +42,378 New
BAM
356
Belpointe Asset Management
Nevada
$919K +$6.35K +301 +0.7%
BO
357
Bank OZK
Arkansas
$901K – – –
WIM
358
WealthPlan Investment Management
Nebraska
$892K -$276K -12,593 -24%
1IA
359
1620 Investment Advisors
Massachusetts
$891K +$23.8K +1,089 +3%
Mirae Asset Global Investments
360
Mirae Asset Global Investments
South Korea
$888K +$194K +8,824 +28%
AWM
361
AllSquare Wealth Management
New York
$870K +$8.76K +400 +1%
JCFM
362
JBR Co Financial Management
Oklahoma
$854K +$130K +5,950 +18%
WA
363
WESPAC Advisors
California
$844K +$69.3K +3,168 +9%
NC
364
NewSquare Capital
Pennsylvania
$844K -$5.08K -232 -0.6%
CFB
365
Cullen/Frost Bankers
Texas
$844K +$7.68K +351 +0.9%
SF
366
Summit Financial
New Jersey
$830K +$830K +37,931 New
SFS
367
Sowell Financial Services
Arkansas
$820K +$23K +1,050 +3%
Allianz Asset Management
368
Allianz Asset Management
Germany
$819K +$32.7K +1,495 +4%
DJSG
369
D.J. St. Germain
Massachusetts
$808K -$78.8K -3,600 -9%
BBHC
370
Brown Brothers Harriman & Co
New York
$792K +$109K +4,980 +16%
MCFP
371
Mallini Complete Financial Planning
Florida
$790K +$790K +36,072 New
PWM
372
Perigon Wealth Management
California
$780K -$80.1K -3,481 -9%
MWPCG
373
Measured Wealth Private Client Group
New Hampshire
$779K -$919 -42 -0.1%
SAI
374
Savvy Advisors Inc
New York
$763K +$763K +34,836 New
VFPW
375
Vantage Financial Partners (Wisconsin)
Wisconsin
$740K +$4.38K +200 +0.6%
13 14
15
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