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Ares Capital
ARCC

Overview Fund Activity

815 hedge funds and large institutions have $4.8B invested in Ares Capital in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 326 increasing their positions, 263 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
-3
Holders Change %
-0.37%
% of All Funds
10.93%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.2%
New
77
Increased
326
Reduced
263
Closed
62
Calls
$97.5M
Puts
$173M
Net Calls
-$75.2M
Net Calls Change
-$30.5M

Top Buyers

1
Invesco
Invesco
Georgia
$78M
2
UBS Group
UBS Group
Switzerland
$155M
3
EWM
Evercore Wealth Management
New York
$36.6M
4
FGP
Freestone Grove Partners
California
$24.8M
5
Northern Trust
Northern Trust
Illinois
$23.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$356M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$6.96M
3
Citadel Advisors
Citadel Advisors
Florida
$1.17M
4
GAM
Generali Asset Management
Italy
$111M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$61.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMWM
526
Whitaker-Myers Wealth Managers
Ohio
$339K +$109K +4,950 +47%
Deutsche Bank
527
Deutsche Bank
Germany
$337K +$505 +23 +0.1%
CA
528
Calton & Associates
Florida
$336K +$38.8K +1,767 +13%
MNBTD
529
Moody National Bank Trust Division
Texas
$336K +$3.01K +137 +0.9%
XF
530
XML Financial
Maryland
$336K -$59.6K -2,713 -15%
SC
531
Scotia Capital
Ontario, Canada
$333K +$18K +820 +6%
MWA
532
Merkkuri Wealth Advisors
New York
$332K – – –
TL
533
Tradewinds LLC
North Carolina
$332K +$332K +15,117 New
WQ
534
Wealth Quarterback
New Jersey
$331K +$95.9K +4,365 +41%
SFS
535
Sowell Financial Services
Arkansas
$328K -$484K -22,051 -60%
CRWM
536
Castle Rock Wealth Management
California
$327K -$62.4K -2,720 -16%
FCM
537
Firestone Capital Management
Florida
$326K – – –
Jones Financial Companies
538
Jones Financial Companies
Missouri
$326K -$20.6K -940 -6%
ORC
539
O'Rourke & Company
Massachusetts
$324K +$3.8K +173 +1%
BCM
540
Beck Capital Management
Texas
$322K +$3.43K +156 +1%
GC
541
Grimes & Company
Massachusetts
$318K +$318K +14,502 New
OPWM
542
Oregon Pacific Wealth Management
Oregon
$318K -$13K -593 -4%
CF
543
Centaurus Financial
California
$312K -$8.67K -395 -3%
VT
544
Vise Technologies
New York
$309K +$309K +14,090 New
HP
545
Highlander Partners
Texas
$307K – – –
TSWM
546
Tyler-Stone Wealth Management
Ohio
$306K +$5.82K +265 +2%
CPRC
547
Consolidated Portfolio Review Corp
New York
$306K +$132 +6 +0%
SAM
548
Secure Asset Management
Michigan
$303K -$13.8K -629 -4%
QCG
549
Quadrant Capital Group
Ohio
$303K +$291K +13,229 +2,301%
LNWWM
550
Laird Norton Wetherby Wealth Management
California
$303K +$303K +13,779 New
20 21
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