ARCC icon

Ares Capital
ARCC

Overview Fund Activity

818 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, 371 increasing their positions, 198 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
–
Holders Change %
0%
% of All Funds
11.11%
Holding in Top 10
18
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
89
Increased
371
Reduced
198
Closed
68
Calls
$85.2M
Puts
$130M
Net Calls
-$44.8M
Net Calls Change
+$90.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$59.7M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$53.5M
3
UBS Group
UBS Group
Switzerland
+$48.1M
4
GAM
Generali Asset Management
Italy
+$45.7M
5
HighTower Advisors
HighTower Advisors
Illinois
+$27M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
-$428M
2
VanEck Associates
VanEck Associates
New York
-$26.7M
3
Northern Trust
Northern Trust
Illinois
-$20.4M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$20.2M
5
EWM
Evercore Wealth Management
New York
-$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
476
Axxcess Wealth Management
California
$446K +$6.69K +302 +2%
CL
477
Choreo LLC
Illinois
$444K -$66K -2,980 -13%
TH
478
TCTC Holdings
Texas
$443K – – –
PCC
479
Park Circle Company
Maryland
$443K – – –
BSG
480
Black Swift Group
Colorado
$443K +$443K +20,000 New
VCP
481
Verus Capital Partners
Arizona
$443K +$19.9K +900 +5%
XWM
482
Xcel Wealth Management
Florida
$441K +$78.7K +3,550 +22%
WAAG
483
Wealth Alliance Advisory Group
Kansas
$440K – – –
BWM
484
BankPlus Wealth Management
Mississippi
$439K +$10.9K +492 +3%
GSWM
485
Golden State Wealth Management
California
$435K +$8.53K +385 +2%
BFG
486
Baron Financial Group
New Jersey
$434K +$6.07K +274 +1%
E3F
487
Eight 31 Financial
Texas
$432K +$6.23K +281 +1%
RAM
488
Redmond Asset Management
Virginia
$430K – – –
NP
489
NorthRock Partners
Minnesota
$428K -$180K -8,137 -30%
GVAG
490
Great Valley Advisor Group
Delaware
$427K +$60.6K +2,736 +17%
FAIM
491
Financial Advocates Investment Management
Washington
$426K -$37.7K -1,700 -8%
MIC
492
Meridian Investment Counsel
California
$425K – – –
RA
493
RFG Advisory
Alabama
$424K -$16.3K -736 -4%
TCOV
494
Trust Company of Vermont
Vermont
$421K -$4.01K -181 -0.9%
MIM
495
Morningstar Investment Management
Illinois
$414K +$414K +18,669 New
CWP
496
Cyndeo Wealth Partners
Florida
$414K -$10.4K -468 -2%
CWS
497
Cypress Wealth Services
California
$413K +$4.76K +215 +1%
GCM
498
Generation Capital Management
New York
$412K -$3.32K -150 -0.8%
TWM
499
Tradition Wealth Management
Minnesota
$412K +$4.72K +213 +1%
FCA
500
Fortis Capital Advisors
Kansas
$410K +$27.3K +1,232 +7%
18 19
20
21 22