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Ares Capital

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
Name Holding Trade Value Shares
Change
Shares
Change %
OSAM
401
O'Shaughnessy Asset Management
Connecticut
$645K -$48.9K -2,225 -7%
EFG
402
Ethos Financial Group
Pennsylvania
$640K +$109K +4,959 +20%
CH
403
Canton Hathaway
Rhode Island
$637K -$570K -25,975 -47%
APW
404
Aurora Private Wealth
New Jersey
$636K +$9.57K +436 +2%
DAS
405
Diversify Advisory Services
Utah
$635K +$635K +28,264 New
TCM
406
Triumph Capital Management
Colorado
$634K -$239K -10,902 -27%
HCM
407
Hudson Capital Management
New Jersey
$627K
NHC
408
Nicholas Hoffman & Company
Georgia
$623K -$11.6K -530 -2%
PI
409
PFG Investments
New York
$621K -$47.4K -2,159 -7%
VFA
410
Valeo Financial Advisors
Indiana
$620K -$38.8K -1,765 -6%
ACM
411
AUA Capital Management
Pennsylvania
$606K
WFC
412
Western Financial Corp
California
$605K +$12.9K +587 +2%
SMA
413
Sage Mountain Advisors
Georgia
$604K +$330K +15,028 +120%
NWA
414
Navis Wealth Advisors
New York
$603K +$12.9K +589 +2%
PWM
415
Palacios Wealth Management
Florida
$592K -$37.6K -1,710 -6%
BW
416
BIP Wealth
Georgia
$589K +$30.7K +1,396 +5%
VVP
417
Venture Visionary Partners
Ohio
$589K +$2.79K +127 +0.5%
MCI
418
MRP Capital Investments
Georgia
$587K -$10.5K -480 -2%
PTC
419
Private Trust Company
Ohio
$585K +$80.8K +3,679 +16%
BAM
420
Belpointe Asset Management
Nevada
$579K -$395K -18,002 -41%
PM
421
Penbrook Management
New York
$579K +$281K +12,740 +94%
FAM
422
Formidable Asset Management
Ohio
$577K
FDCDDQ
423
Federation des caisses Desjardins du Quebec
Quebec, Canada
$567K -$931K -42,430 -62%
EF
424
Empowered Funds
Pennsylvania
$557K -$50.6K -2,304 -8%
EW
425
Evoke Wealth
California
$556K