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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
AFA
401
AA Financial Advisors
Ohio
$652K
AFG
402
Atomi Financial Group
New York
$652K
OSAM
403
O'Shaughnessy Asset Management
Connecticut
$645K
EFG
404
Ethos Financial Group
Pennsylvania
$640K
CH
405
Canton Hathaway
Rhode Island
$637K
APW
406
Aurora Private Wealth
New Jersey
$636K
DAS
407
Diversify Advisory Services
Utah
$635K
TCM
408
Triumph Capital Management
Colorado
$634K
HCM
409
Hudson Capital Management
New Jersey
$627K
NHC
410
Nicholas Hoffman & Company
Georgia
$623K
PI
411
PFG Investments
New York
$621K
VFA
412
Valeo Financial Advisors
Indiana
$620K
ACM
413
AUA Capital Management
Pennsylvania
$606K
WFC
414
Western Financial Corp
California
$605K
SMA
415
Sage Mountain Advisors
Georgia
$604K
NWA
416
Navis Wealth Advisors
New York
$603K
PWM
417
Palacios Wealth Management
Florida
$592K
BW
418
BIP Wealth
Georgia
$589K
VVP
419
Venture Visionary Partners
Ohio
$589K
MCI
420
MRP Capital Investments
Georgia
$587K
PTC
421
Private Trust Company
Ohio
$585K
BAM
422
Belpointe Asset Management
Nevada
$579K
PM
423
Penbrook Management
New York
$579K
FAM
424
Formidable Asset Management
Ohio
$577K
FDCDDQ
425
Federation des caisses Desjardins du Quebec
Quebec, Canada
$567K