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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 %
FW
501
FullCircle Wealth
Texas
$405K +$405K +19,071 New
XF
502
XML Financial
Maryland
$399K +$8.22K +371 +2%
IF
503
Intrua Financial
Texas
$398K +$52.7K +2,377 +15%
PFS
504
Prospera Financial Services
Texas
$394K +$25.5K +1,151 +7%
LA
505
LVW Advisors
New York
$388K +$2.62K +118 +0.7%
CCC
506
Compass Capital Corp
Massachusetts
$379K – – –
MCM
507
MAI Capital Management
Ohio
$379K -$22 -1 -0%
FWP
508
FAS Wealth Partners
Kansas
$379K -$38.1K -1,718 -9%
CA
509
Callahan Advisors
Texas
$377K +$377K +17,027 New
DIG
510
DeepCurrents Investment Group
New York
$377K – – –
CRWM
511
Castle Rock Wealth Management
California
$377K – – –
Bank of Montreal
512
Bank of Montreal
Ontario, Canada
$376K +$30.9K +1,396 +9%
QCM
513
Quantinno Capital Management
New York
$375K +$125K +5,622 +50%
AFC
514
Adaptive Financial Consulting
Ohio
$373K – – –
CAS
515
CTC Alternative Strategies
Illinois
$372K +$372K +16,800 New
OIA
516
Optimum Investment Advisors
Illinois
$371K -$23.3K -1,050 -6%
CFSG
517
Clark Financial Services Group
Missouri
$371K +$145K +6,543 +64%
FA
518
Fiduciary Alliance
South Carolina
$371K -$32.5K -1,466 -8%
MMA
519
Miracle Mile Advisors
California
$370K -$23K -1,036 -6%
DLCIG
520
D.L. Carlson Investment Group
New Hampshire
$366K -$21.9K -988 -6%
LA
521
LexAurum Advisors
Kansas
$366K +$366K +16,518 New
TWP
522
Tyche Wealth Partners
Texas
$365K +$488 +22 +0.1%
AQR Capital Management
523
AQR Capital Management
Connecticut
$365K +$22.1K +1,000 +6%
WAM
524
Worth Asset Management
Texas
$362K +$9.51K +429 +3%
KTC
525
Kentucky Trust Company
Kentucky
$362K +$332 +15 +0.1%
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