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Ares Capital

788 hedge funds and large institutions have $4.62B invested in Ares Capital in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 359 increasing their positions, 210 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 210

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

0.03% less ownership

Funds ownership: 32.14%32.1% (-0.03%)

5% less capital invested

Capital invested by funds: $4.84B → $4.62B (-$224M)

6% less funds holding

Funds holding: 835788 (-47)

35% less call options, than puts

Call options by funds: $82.8M | Put options by funds: $127M

36% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 86

Holders
788
Holders Change
-47
Holders Change %
-5.63%
% of All Funds
10.34%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
55
Increased
359
Reduced
210
Closed
86
Calls
$82.8M
Puts
$127M
Net Calls
-$44.2M
Net Calls Change
+$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
DIG
501
DeepCurrents Investment Group
New York
$347K
SWM
502
SFG Wealth Management
Maryland
$344K -$361K -16,246 -49%
TWP
503
Tyche Wealth Partners
Texas
$342K +$578 +26 +0.2%
OIA
504
Optimum Investment Advisors
Illinois
$342K
VA
505
VestGen Advisors
Illinois
$342K +$372K +16,749 New
WAM
506
Worth Asset Management
Texas
$340K +$8.02K +361 +2%
XF
507
XML Financial
Maryland
$340K +$30.1K +1,353 +9%
HPC
508
HM Payson & Co
Maine
$339K +$228K +10,250 +161%
GVAG
509
Great Valley Advisor Group
Delaware
$338K +$4.84K +218 +1%
LA
510
LexAurum Advisors
Kansas
$337K +$67 +3 +0%
RA
511
RFG Advisory
Alabama
$337K -$52.5K -2,363 -13%
FWP
512
FAS Wealth Partners
Kansas
$336K +$444 +20 +0.1%
KTC
513
Kentucky Trust Company
Kentucky
$333K +$378 +17 +0.1%
Jones Financial Companies
514
Jones Financial Companies
Missouri
$333K +$31.9K +1,434 +10%
CA
515
Calton & Associates
Florida
$332K +$20.6K +928 +6%
KCM
516
Kathmere Capital Management
Pennsylvania
$331K -$144K -6,467 -29%
VNIM
517
Vaughan Nelson Investment Management
Texas
$326K
SWP
518
Sagespring Wealth Partners
Tennessee
$321K +$1.67K +75 +0.5%
CAG
519
Csenge Advisory Group
Florida
$319K -$11.3K -508 -3%
DWA
520
Douglass Winthrop Advisors
New York
$318K +$56.1K +2,525 +19%
Deutsche Bank
521
Deutsche Bank
Germany
$314K +$200 +9 +0.1%
MW
522
MBL Wealth
North Carolina
$313K -$66.7K -3,000 -16%
MNBTD
523
Moody National Bank Trust Division
Texas
$311K -$1.51K -68 -0.4%
SFS
524
Sowell Financial Services
Arkansas
$309K +$5K +225 +2%
VWA
525
Visionary Wealth Advisors
Illinois
$309K +$61.7K +2,777 +22%