ARCC icon

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 %
PWM
376
Perigon Wealth Management
California
$800K +$48.9K +2,208 +7%
WA
377
WESPAC Advisors
California
$791K -$63.1K -2,848 -7%
EH
378
Equitable Holdings
New York
$781K +$43.9K +1,982 +6%
FCI
379
Financial Counselors Inc
Kansas
$773K +$32.8K +1,480 +4%
GIM
380
Guild Investment Management
California
$770K -$235K -10,600 -23%
ACM
381
Ascent Capital Management
Oregon
$752K +$230K +10,374 +44%
VFPW
382
Vantage Financial Partners (Wisconsin)
Wisconsin
$749K
GC
383
Guggenheim Capital
Illinois
$746K +$44.7K +2,018 +6%
CWM
384
Cornerstone Wealth Management
Missouri
$741K +$34.3K +1,546 +5%
SWM
385
SFG Wealth Management
Maryland
$734K +$734K +33,111 New
AIP
386
Almanack Investment Partners
Pennsylvania
$733K
DJSG
387
D.J. St. Germain
Massachusetts
$731K -$86.4K -3,900 -11%
SWM
388
Segment Wealth Management
Texas
$725K +$51.4K +2,320 +8%
Lazard Asset Management
389
Lazard Asset Management
New York
$723K +$27.3K +1,234 +4%
DFG
390
Delta Financial Group
New Jersey
$720K +$34.2K +1,550 +5%
CIA
391
Capital Investment Advisors
Georgia
$720K -$17.8K -805 -2%
MLIC
392
Mandatum Life Insurance Company
Finland
$708K +$8.31K +375 +1%
BCM
393
Brookstone Capital Management
Illinois
$705K +$95K +4,288 +16%
FFA
394
Founders Financial Alliance
North Carolina
$704K +$91.3K +4,121 +15%
CFB
395
Cullen/Frost Bankers
Texas
$703K -$152K -6,851 -18%
OSAM
396
O'Shaughnessy Asset Management
Connecticut
$700K +$137K +6,173 +24%
MC
397
Moors & Cabot
Massachusetts
$699K -$2.39K -108 -0.3%
AR
398
Advisory Research
Illinois
$699K -$11.7K -530 -2%
MFG
399
Magnus Financial Group
New York
$694K +$14.7K +664 +2%
MWM
400
Maridea Wealth Management
New York
$685K -$9.57K -432 -1%