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Ares Capital

797 hedge funds and large institutions have $4.42B invested in Ares Capital in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 316 increasing their positions, 250 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

13% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 98

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

44% less call options, than puts

Call options by funds: $96.5M | Put options by funds: $171M

Holders
797
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$96.5M
Puts
$171M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NHC
401
Nicholas Hoffman & Company
Georgia
$507K
JCFM
402
JBR Co Financial Management
Oklahoma
$505K
RBFC
403
Roman Butler Fullerton & Co
Missouri
$504K
CFB
404
Cullen/Frost Bankers
Texas
$491K
PI
405
PFG Investments
New York
$487K
CT
406
Clearstead Trust
Maine
$482K
LAM
407
Lewis Asset Management
California
$479K
CWM
408
Cornerstone Wealth Management
Missouri
$477K
CEFA
409
Closed-End Fund Advisors
Virginia
$477K
MHS
410
M Holdings Securities
Oregon
$473K
WIM
411
WealthPlan Investment Management
Nebraska
$469K
PFGIA
412
Patriot Financial Group Insurance Agency
Massachusetts
$469K
BFG
413
Baron Financial Group
New Jersey
$468K
VVP
414
Venture Visionary Partners
Ohio
$468K
GSEP
415
Golden State Equity Partners
California
$466K
MW
416
Maia Wealth
Colorado
$465K
Jones Financial Companies
417
Jones Financial Companies
Missouri
$464K
BAM
418
Belpointe Asset Management
Nevada
$459K
NWA
419
Navis Wealth Advisors
New York
$458K
AG
420
Ascent Group
Virginia
$457K
SCTC
421
Sanibel Captiva Trust Company
Florida
$456K
AFP
422
Ausdal Financial Partners
Iowa
$454K
PTC
423
Private Trust Company
Ohio
$453K
TCM
424
Triumph Capital Management
Colorado
$451K
DS
425
DRW Securities
Illinois
$450K