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Ares Capital

818 hedge funds and large institutions have $4.8B invested in Ares Capital in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 371 increasing their positions, 198 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
Holders Change %
0%
% of All Funds
11.11%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
89
Increased
371
Reduced
198
Closed
68
Calls
$85.2M
Puts
$130M
Net Calls
-$44.8M
Net Calls Change
+$90.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PC
351
Port Capital
Illinois
$953K
AWA
352
Arete Wealth Advisors
Illinois
$952K
WIM
353
WealthPlan Investment Management
Nebraska
$944K +$40.1K +1,809 +4%
BWM
354
BKM Wealth Management
Wisconsin
$933K -$5.92K -267 -0.6%
Mackenzie Financial
355
Mackenzie Financial
Ontario, Canada
$928K +$928K +41,899 New
IA
356
IFG Advisory
Georgia
$924K -$119K -5,391 -11%
1IA
357
1620 Investment Advisors
Massachusetts
$918K +$16.3K +734 +2%
AG
358
Ascent Group
Virginia
$914K -$28.4K -1,282 -3%
IWC
359
Integrated Wealth Concepts
Massachusetts
$913K -$78.6K -3,545 -8%
BO
360
Bank OZK
Arkansas
$912K
FC
361
FORA Capital
Florida
$909K +$909K +41,020 New
EAM
362
Everstar Asset Management
North Carolina
$899K -$122K -5,500 -12%
GS
363
GWN Securities
Florida
$886K +$886K +40,825 New
TCM
364
Triumph Capital Management
Colorado
$881K -$66.2K -2,986 -7%
AC
365
AlphaCore Capital
California
$876K +$876K +39,538 New
AWM
366
AllSquare Wealth Management
New York
$874K -$6.65K -300 -0.8%
NC
367
NewSquare Capital
Pennsylvania
$860K +$5.27K +238 +0.6%
SF
368
Summit Financial
New Jersey
$850K +$9.84K +444 +1%
Koshinski Asset Management
369
Koshinski Asset Management
Illinois
$830K +$7.71K +348 +0.9%
SFS
370
Sowell Financial Services
Arkansas
$819K -$10.8K -487 -1%
MCFP
371
Mallini Complete Financial Planning
Florida
$816K +$16.4K +742 +2%
VIA
372
Virtus Investment Advisers
Connecticut
$815K +$815K +36,779 New
MWPCG
373
Measured Wealth Private Client Group
New Hampshire
$810K +$21.6K +976 +3%
BBHC
374
Brown Brothers Harriman & Co
New York
$807K +$5.41K +244 +0.7%
AFP
375
Ausdal Financial Partners
Iowa
$804K +$85.4K +3,853 +12%