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Ares Capital

820 hedge funds and large institutions have $4.8B invested in Ares Capital in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 372 increasing their positions, 198 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

7% less capital invested

Capital invested by funds: $5.18B → $4.8B (-$385M)

34% less call options, than puts

Call options by funds: $85.2M | Put options by funds: $130M

Holders
820
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$85.2M
Puts
$130M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HT
476
Heritage Trust
Oklahoma
$447K
AWM
477
Axxcess Wealth Management
California
$446K
CL
478
Choreo LLC
Illinois
$444K
TH
479
TCTC Holdings
Texas
$443K
PCC
480
Park Circle Company
Maryland
$443K
BSG
481
Black Swift Group
Colorado
$443K
VCP
482
Verus Capital Partners
Arizona
$443K
XWM
483
Xcel Wealth Management
Florida
$441K
WAAG
484
Wealth Alliance Advisory Group
Kansas
$440K
BWM
485
BankPlus Wealth Management
Mississippi
$439K
GSWM
486
Golden State Wealth Management
California
$435K
BFG
487
Baron Financial Group
New Jersey
$434K
E3F
488
Eight 31 Financial
Texas
$432K
RAM
489
Redmond Asset Management
Virginia
$430K
NP
490
NorthRock Partners
Minnesota
$428K
GVAG
491
Great Valley Advisor Group
Delaware
$427K
FAIM
492
Financial Advocates Investment Management
Washington
$426K
MIC
493
Meridian Investment Counsel
California
$425K
RA
494
RFG Advisory
Alabama
$424K
TCOV
495
Trust Company of Vermont
Vermont
$421K
MIM
496
Morningstar Investment Management
Illinois
$414K
CWP
497
Cyndeo Wealth Partners
Florida
$414K
CWS
498
Cypress Wealth Services
California
$413K
GCM
499
Generation Capital Management
New York
$412K
TWM
500
Tradition Wealth Management
Minnesota
$412K