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Ares Capital

835 hedge funds and large institutions have $4.84B invested in Ares Capital in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 333 increasing their positions, 266 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 63

25% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 266

1% more funds holding

Funds holding: 828835 (+7)

1% more capital invested

Capital invested by funds: $4.81B → $4.84B (+$36M)

0.42% more ownership

Funds ownership: 31.72%32.14% (+0.42%)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

44% less call options, than puts

Call options by funds: $97.5M | Put options by funds: $173M

Holders
835
Holders Change
+7
Holders Change %
+0.85%
% of All Funds
10.99%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.21%
New
81
Increased
333
Reduced
266
Closed
63
Calls
$97.5M
Puts
$173M
Net Calls
-$75.2M
Net Calls Change
-$30.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
526
Sagespring Wealth Partners
Tennessee
$344K -$8.12K -382 -2%
GI
527
Gradient Investments
Minnesota
$342K +$298 +14 +0.1%
IAN
528
Integrated Advisors Network
Texas
$341K -$120K -5,634 -27%
DWM
529
Diversify Wealth Management
Utah
$340K +$106 +5 +0%
Tudor Investment Corp
530
Tudor Investment Corp
Connecticut
$339K +$329K +15,458 New
WMWM
531
Whitaker-Myers Wealth Managers
Ohio
$339K +$105K +4,950 +47%
Deutsche Bank
532
Deutsche Bank
Germany
$337K +$489 +23 +0.1%
CA
533
Calton & Associates
Florida
$336K +$37.6K +1,767 +13%
MNBTD
534
Moody National Bank Trust Division
Texas
$336K +$2.91K +137 +0.9%
XF
535
XML Financial
Maryland
$336K -$57.7K -2,713 -15%
SC
536
Scotia Capital
Ontario, Canada
$333K +$17.4K +820 +6%
MWA
537
Merkkuri Wealth Advisors
New York
$332K
TL
538
Tradewinds LLC
North Carolina
$332K +$321K +15,117 New
WQ
539
Wealth Quarterback
New Jersey
$331K +$92.8K +4,365 +41%
SI
540
Severin Investments
Missouri
$328K +$3.25K +153 +1%
SFS
541
Sowell Financial Services
Arkansas
$328K -$469K -22,051 -60%
CRWM
542
Castle Rock Wealth Management
California
$327K -$57.8K -2,720 -16%
FCM
543
Firestone Capital Management
Florida
$326K
Jones Financial Companies
544
Jones Financial Companies
Missouri
$326K -$20K -940 -6%
ORC
545
O'Rourke & Company
Massachusetts
$324K +$3.68K +173 +1%
BCM
546
Beck Capital Management
Texas
$322K +$3.32K +156 +1%
JSAM
547
J. Safra Asset Management
New York
$319K +$31.6K +1,488 +11%
GC
548
Grimes & Company
Massachusetts
$318K +$308K +14,502 New
OPWM
549
Oregon Pacific Wealth Management
Oregon
$318K -$12.6K -593 -4%
CF
550
Centaurus Financial
California
$312K -$8.4K -395 -3%

ARCC Hedge Fund Activity: Q2 2025 in Review

835 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Ares Capital (ARCC) for Q2 2025, worth a combined $4.84B — up 0.75% from $4.81B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new ARCC positions and 63 closed out — a net gain of 18 holders — while 333 added to existing stakes and 266 trimmed.

The largest buyer was Invesco, adding an estimated $67.4M. The largest seller was Morgan Stanley, cutting an estimated $28.2M.

  • 835 institutional investors held Ares Capital (ARCC) as of Q2 2025, up from 828 in Q1 2025.
  • Funds reported $4.84B of Ares Capital stock for Q2 2025, up 0.75% quarter-over-quarter.
  • 81 funds opened new Ares Capital positions in Q2 2025 and 63 closed out, a net change of +18 holders.
  • The largest Ares Capital buyer in Q2 2025 was Invesco, an estimated $67.4M added.
  • The largest Ares Capital seller in Q2 2025 was Morgan Stanley, an estimated $28.2M sold.

Based on aggregated 13F filings for Q2 2025.