We are live on ! Find out more
ARCC icon

Ares Capital

835 hedge funds and large institutions have $4.84B invested in Ares Capital in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 333 increasing their positions, 266 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 63

25% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 266

1% more funds holding

Funds holding: 828835 (+7)

1% more capital invested

Capital invested by funds: $4.81B → $4.84B (+$36M)

0.42% more ownership

Funds ownership: 31.72%32.14% (+0.42%)

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
835
Holders Change
+7
Holders Change %
+0.85%
% of All Funds
10.99%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.21%
New
81
Increased
333
Reduced
266
Closed
63
Calls
$97.5M
Puts
$173M
Net Calls
-$75.2M
Net Calls Change
-$30.5M
Name Holding Trade Value Shares
Change
Change in
Stake
QCIG
401
Quad-Cities Investment Group
Iowa
$653K +$18.2K +855 +3%
AFA
402
AA Financial Advisors
Ohio
$652K +$8K +376 +1%
AFG
403
Atomi Financial Group
New York
$652K +$1.4K +66 +0.2%
OSAM
404
O'Shaughnessy Asset Management
Connecticut
$645K -$47.3K -2,225 -7%
EFG
405
Ethos Financial Group
Pennsylvania
$640K +$105K +4,959 +20%
CH
406
Canton Hathaway
Rhode Island
$637K -$552K -25,975 -47%
APW
407
Aurora Private Wealth
New Jersey
$636K +$9.27K +436 +2%
DAS
408
Diversify Advisory Services
Utah
$635K +$601K +28,264 New
TCM
409
Triumph Capital Management
Colorado
$634K -$232K -10,902 -27%
HCM
410
Hudson Capital Management
New Jersey
$627K
CAM
411
Cresset Asset Management
Illinois
$627K -$658K -30,928 -52%
NHC
412
Nicholas Hoffman & Company
Georgia
$623K -$11.3K -530 -2%
PI
413
PFG Investments
New York
$621K -$45.9K -2,159 -7%
VFA
414
Valeo Financial Advisors
Indiana
$620K -$37.5K -1,765 -6%
ACM
415
AUA Capital Management
Pennsylvania
$606K
WFC
416
Western Financial Corp
California
$605K +$12.5K +587 +2%
SMA
417
Sage Mountain Advisors
Georgia
$604K +$320K +15,028 +120%
NWA
418
Navis Wealth Advisors
New York
$603K +$12.5K +589 +2%
PWM
419
Palacios Wealth Management
Florida
$592K -$36.4K -1,710 -6%
BW
420
BIP Wealth
Georgia
$589K +$29.7K +1,396 +5%
VVP
421
Venture Visionary Partners
Ohio
$589K +$2.7K +127 +0.5%
MCI
422
MRP Capital Investments
Georgia
$587K -$10.2K -480 -2%
PTC
423
Private Trust Company
Ohio
$585K +$78.2K +3,679 +16%
BAM
424
Belpointe Asset Management
Nevada
$579K -$383K -18,002 -41%
PM
425
Penbrook Management
New York
$579K +$271K +12,740 +94%

ARCC Hedge Fund Activity: Q2 2025 in Review

835 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Ares Capital (ARCC) for Q2 2025, worth a combined $4.84B — up 0.75% from $4.81B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new ARCC positions and 63 closed out — a net gain of 18 holders — while 333 added to existing stakes and 266 trimmed.

The largest buyer was Invesco, adding an estimated $67.4M. The largest seller was Morgan Stanley, cutting an estimated $28.2M.

  • 835 institutional investors held Ares Capital (ARCC) as of Q2 2025, up from 828 in Q1 2025.
  • Funds reported $4.84B of Ares Capital stock for Q2 2025, up 0.75% quarter-over-quarter.
  • 81 funds opened new Ares Capital positions in Q2 2025 and 63 closed out, a net change of +18 holders.
  • The largest Ares Capital buyer in Q2 2025 was Invesco, an estimated $67.4M added.
  • The largest Ares Capital seller in Q2 2025 was Morgan Stanley, an estimated $28.2M sold.

Based on aggregated 13F filings for Q2 2025.