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Ares Capital

797 hedge funds and large institutions have $4.42B invested in Ares Capital in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 316 increasing their positions, 250 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

13% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 98

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

44% less call options, than puts

Call options by funds: $96.5M | Put options by funds: $171M

Holders
797
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$96.5M
Puts
$171M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
501
Choreo LLC
Illinois
$320K
CC
502
CF Capital
Massachusetts
$320K
STA
503
Summit Trail Advisors
New York
$317K
AIS
504
Advocate Investing Services
Maryland
$314K
TWP
505
Tyche Wealth Partners
Texas
$312K
KTC
506
Kentucky Trust Company
Kentucky
$312K
GFG
507
Genesis Financial Group
New Jersey
$310K
TF
508
Trek Financial
Arizona
$310K
GPW
509
Gentry Private Wealth
Kansas
$307K
GVAG
510
Great Valley Advisor Group
Delaware
$299K
FAM
511
Formidable Asset Management
Ohio
$298K
NP
512
NorthRock Partners
Minnesota
$297K
VAF
513
Values Added Financial
District of Columbia
$297K
AIP
514
Almanack Investment Partners
Pennsylvania
$295K
SFG
515
SageGuard Financial Group
Tennessee
$295K
HCM
516
Hudson Capital Management
New Jersey
$293K
SMH
517
Sanders Morris Harris
Texas
$290K
RWA
518
Reicon Wealth Advisors
Georgia
$290K
MNBTD
519
Moody National Bank Trust Division
Texas
$289K
CSP
520
Cary Street Partners
Virginia
$289K
AWM
521
Angeles Wealth Management
California
$288K
RWFS
522
Rayburn West Financial Services
Tennessee
$287K
TWM
523
TSA Wealth Management
Texas
$285K
S
524
SignatureFD
Georgia
$285K
AP
525
Americana Partners
Texas
$283K