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Ares Capital
ARCC

Overview Fund Activity

815 hedge funds and large institutions have $4.8B invested in Ares Capital in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 326 increasing their positions, 263 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
-3
Holders Change %
-0.37%
% of All Funds
10.93%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.2%
New
77
Increased
326
Reduced
263
Closed
62
Calls
$97.5M
Puts
$173M
Net Calls
-$75.2M
Net Calls Change
-$30.5M

Top Buyers

1
Invesco
Invesco
Georgia
$78M
2
UBS Group
UBS Group
Switzerland
$155M
3
EWM
Evercore Wealth Management
New York
$36.6M
4
FGP
Freestone Grove Partners
California
$24.8M
5
Northern Trust
Northern Trust
Illinois
$23.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$356M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$6.96M
3
Citadel Advisors
Citadel Advisors
Florida
$1.17M
4
GAM
Generali Asset Management
Italy
$111M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$61.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TH
476
TCTC Holdings
Texas
$439K – – –
PCC
477
Park Circle Company
Maryland
$439K – – –
OIA
478
OneDigital Investment Advisors
Kansas
$438K -$80.4K -3,660 -15%
E3F
479
Eight 31 Financial
Texas
$438K +$9.38K +427 +2%
SQA
480
Simon Quick Advisors
New Jersey
$438K -$108K -4,913 -20%
PP
481
PDS Planning
Ohio
$437K +$81.9K +3,730 +23%
BFG
482
Baron Financial Group
New Jersey
$436K +$6.17K +281 +1%
WAAG
483
Wealth Alliance Advisory Group
Kansas
$436K – – –
MIC
484
Meridian Investment Counsel
California
$428K +$6.59K +300 +2%
FW
485
FullCircle Wealth
Texas
$427K – – –
RAM
486
Redmond Asset Management
Virginia
$426K – – –
IF
487
Intrua Financial
Texas
$425K +$29.8K +1,355 +8%
NP
488
NorthRock Partners
Minnesota
$424K – – –
KWA
489
Kingswood Wealth Advisors
California
$419K -$60K -2,730 -13%
MCM
490
MAI Capital Management
Ohio
$419K +$43.2K +1,967 +12%
VHAM
491
Van Hulzen Asset Management
California
$415K +$415K +18,900 New
RA
492
RFG Advisory
Alabama
$414K -$5.51K -251 -1%
PWA
493
PCG Wealth Advisors
Kansas
$409K -$74.3K -3,385 -15%
GCM
494
Generation Capital Management
New York
$408K – – –
OP
495
ORG Partners
Indiana
$407K +$166K +7,549 +69%
TWM
496
Tradition Wealth Management
Minnesota
$405K -$3.47K -158 -0.9%
Fisher Asset Management
497
Fisher Asset Management
Washington
$404K +$155K +7,037 +62%
CWS
498
Cypress Wealth Services
California
$404K -$5.16K -235 -1%
MM
499
MQS Management
New York
$403K +$403K +18,349 New
MW
500
MBL Wealth
North Carolina
$402K -$110K -5,000 -21%
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