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Ares Capital

827 hedge funds and large institutions have $4.83B invested in Ares Capital in 2025 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 331 increasing their positions, 265 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.4% more ownership

Funds ownership: 31.66%32.06% (+0.4%)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

44% less call options, than puts

Call options by funds: $97.5M | Put options by funds: $173M

Holders
827
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$97.5M
Puts
$173M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WGC
376
Watts Gwilliam & Co
Arizona
$738K
EH
377
Equitable Holdings
New York
$735K
SWM
378
SFG Wealth Management
Maryland
$727K
VFPW
379
Vantage Financial Partners (Wisconsin)
Wisconsin
$725K
Lazard Asset Management
380
Lazard Asset Management
New York
$716K
CFB
381
Cullen/Frost Bankers
Texas
$708K
CIA
382
Capital Investment Advisors
Georgia
$707K
MFG
383
Magnus Financial Group
New York
$703K
VCP
384
Verus Capital Partners
Arizona
$702K
CCM
385
Canal Capital Management
Virginia
$701K
AR
386
Advisory Research
Illinois
$698K
BBHC
387
Brown Brothers Harriman & Co
New York
$696K
MWM
388
Maridea Wealth Management
New York
$692K
SIG
389
Stonegate Investment Group
Alabama
$690K
FG
390
Fiduciary Group
Georgia
$688K
MC
391
Moors & Cabot
Massachusetts
$686K
CWM
392
Cornerstone Wealth Management
Missouri
$685K
SM
393
Samjo Management
New York
$681K
WPC
394
Wedmont Private Capital
Pennsylvania
$677K
EAM
395
Evanson Asset Management
California
$673K
VIA
396
Virtus Investment Advisers
Connecticut
$671K
KeyBank National Association
397
KeyBank National Association
Ohio
$662K
JSSH
398
J. Safra Sarasin Holding
$659K
MP
399
McDonald Partners
Ohio
$656K
QCIG
400
Quad-Cities Investment Group
Iowa
$653K