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Ares Capital

805 hedge funds and large institutions have $4.43B invested in Ares Capital in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 319 increasing their positions, 253 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 253

0.75% more ownership

Funds ownership: 33.53%34.29% (+0.75%)

3% less funds holding

Funds holding: 829805 (-24)

9% less capital invested

Capital invested by funds: $4.86B → $4.43B (-$422M)

12% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 97

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

44% less call options, than puts

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

Holders
805
Holders Change
-24
Holders Change %
-2.9%
% of All Funds
9.92%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.15%
New
85
Increased
319
Reduced
253
Closed
97
Calls
$96.5M
Puts
$171M
Net Calls
-$74.7M
Net Calls Change
+$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$41.3M +$762K +39,359 +2%
P3I
27
Progeny 3 Inc
Washington
$40.1M
MC
28
Muzinich & Co
New York
$40M +$1.51M +77,793 +4%
BTCPP
29
Border to Coast Pensions Partnership
United Kingdom
$39.8M +$4.36M +225,000 +11%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$35.8M +$26.3M +1,357,458 +215%
Osaic Holdings
31
Osaic Holdings
Arizona
$32.8M -$14.6M -753,741 -29%
Nomura Asset Management
32
Nomura Asset Management
Japan
$32.1M +$445K +23,007 +1%
Franklin Resources
33
Franklin Resources
California
$30.8M +$3.95M +203,865 +14%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$30.7M +$676K +34,937 +2%
JAM
35
Jupiter Asset Management
United Kingdom
$30.4M +$33.5M +1,732,516 New
AS
36
Altshuler Shaham
Israel
$29.7M
CAI
37
Capital Advisors Inc
Oklahoma
$28.4M +$133K +6,881 +0.4%
Canada Life
38
Canada Life
Manitoba, Canada
$26.1M +$1.58M +81,611 +6%
Ensign Peak Advisors
39
Ensign Peak Advisors
Utah
$25.9M +$23M +1,190,000 +476%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$25.7M -$933K -48,204 -3%
MSDF
41
Michael & Susan Dell Foundation
New York
$23.9M +$673K +34,768 +3%
JVBC
42
J.V. Bruni & Co
Colorado
$23M +$31.7K +1,637 +0.1%
ST
43
Spinnaker Trust
Maine
$23M +$1.26M +65,073 +5%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$21.6M +$29.1K +1,505 +0.1%
SI
45
Stephens Inc
Arkansas
$21.3M +$920K +47,535 +4%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$21M +$8.99M +464,634 +66%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$19.6M +$291K +15,008 +1%
AWM
48
Apollon Wealth Management
South Carolina
$19M +$16.3M +843,313 +398%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$18.7M +$4.58M +236,523 +29%
TI
50
Trexquant Investment
Connecticut
$18.7M +$3.95M +204,235 +25%