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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 %
SM
401
Samjo Management
New York
$684K
PI
402
PFG Investments
New York
$675K +$42.9K +1,937 +7%
LAM
403
Lewis Asset Management
California
$665K +$21.6K +975 +3%
VFA
404
Valeo Financial Advisors
Indiana
$665K
JSSH
405
J. Safra Sarasin Holding
$665K
MP
406
McDonald Partners
Ohio
$661K +$3.15K +142 +0.5%
AFG
407
Atomi Financial Group
New York
$656K -$43.2K -1,950 -6%
VAF
408
Values Added Financial
District of Columbia
$655K +$35K +1,579 +6%
AFA
409
AA Financial Advisors
Ohio
$650K
NHC
410
Nicholas Hoffman & Company
Georgia
$640K -$19.9K -898 -3%
QCIG
411
Quad-Cities Investment Group
Iowa
$640K -$4.23K -191 -0.7%
PWM
412
Palacios Wealth Management
Florida
$635K -$1.22K -55 -0.2%
HCM
413
Hudson Capital Management
New Jersey
$633K
APW
414
Aurora Private Wealth
New Jersey
$633K +$8.54K +385 +1%
WCM
415
Whitener Capital Management
North Carolina
$623K -$33.1K -1,494 -5%
EF
416
Empowered Funds
Pennsylvania
$613K +$357K +16,128 +140%
ACM
417
AUA Capital Management
Pennsylvania
$611K
PCIA
418
Prime Capital Investment Advisors
Kansas
$610K +$350K +15,813 +135%
MCI
419
MRP Capital Investments
Georgia
$603K -$49.9K -2,250 -8%
WFC
420
Western Financial Corp
California
$597K +$12.7K +574 +2%
NWA
421
Navis Wealth Advisors
New York
$595K +$7.51K +339 +1%
WPC
422
Wedmont Private Capital
Pennsylvania
$595K +$2.41K +121 +0.4%
VVP
423
Venture Visionary Partners
Ohio
$591K +$34.7K +1,568 +6%
FAM
424
Formidable Asset Management
Ohio
$577K -$20K -901 -3%
BW
425
BIP Wealth
Georgia
$564K -$17K -767 -3%