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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
1
Invesco
Georgia
$78M
2
UBS Group
2
UBS Group
Switzerland
$155M
3
EWM
3
Evercore Wealth Management
New York
$36.6M
4
FGP
4
Freestone Grove Partners
California
$24.8M
5
Northern Trust
5
Northern Trust
Illinois
$23.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$356M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$6.96M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.17M
4
GAM
4
Generali Asset Management
Italy
$111M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$61.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
376
Equitable Holdings
New York
$735K -$39.3K -1,788 -5%
SWM
377
SFG Wealth Management
Maryland
$727K – – –
VFPW
378
Vantage Financial Partners (Wisconsin)
Wisconsin
$725K -$17.6K -800 -2%
Lazard Asset Management
379
Lazard Asset Management
New York
$716K – – –
CFB
380
Cullen/Frost Bankers
Texas
$708K +$11.9K +540 +2%
CIA
381
Capital Investment Advisors
Georgia
$707K -$5.86K -267 -0.8%
MFG
382
Magnus Financial Group
New York
$703K +$15.1K +686 +2%
VCP
383
Verus Capital Partners
Arizona
$702K +$263K +11,956 +60%
AR
384
Advisory Research
Illinois
$698K +$5.78K +263 +0.8%
BBHC
385
Brown Brothers Harriman & Co
New York
$696K -$104K -4,724 -13%
MWM
386
Maridea Wealth Management
New York
$692K +$12.9K +589 +2%
SIG
387
Stonegate Investment Group
Alabama
$690K +$387K +17,608 +128%
FG
388
Fiduciary Group
Georgia
$688K +$149K +6,801 +28%
MC
389
Moors & Cabot
Massachusetts
$686K -$6.63K -302 -1%
CWM
390
Cornerstone Wealth Management
Missouri
$685K -$49.7K -2,264 -7%
SM
391
Samjo Management
New York
$681K +$2.64K +120 +0.4%
WPC
392
Wedmont Private Capital
Pennsylvania
$677K +$3.51K +156 +0.5%
EAM
393
Evanson Asset Management
California
$673K +$673K +30,657 New
VIA
394
Virtus Investment Advisers
Connecticut
$671K -$136K -6,204 -17%
KeyBank National Association
395
KeyBank National Association
Ohio
$662K +$213K +9,700 +47%
JSSH
396
J. Safra Sarasin Holding
$659K – – –
MP
397
McDonald Partners
Ohio
$656K +$988 +45 +0.2%
QCIG
398
Quad-Cities Investment Group
Iowa
$653K +$18.8K +855 +3%
AFA
399
AA Financial Advisors
Ohio
$652K +$8.26K +376 +1%
AFG
400
Atomi Financial Group
New York
$652K +$1.45K +66 +0.2%
14 15
16
17 18