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Ares Capital

818 hedge funds and large institutions have $5.18B invested in Ares Capital in 2024 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 342 increasing their positions, 197 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
+77
Holders Change %
+10.39%
% of All Funds
10.89%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.24%
New
136
Increased
342
Reduced
197
Closed
45
Calls
$68.2M
Puts
$204M
Net Calls
-$135M
Net Calls Change
-$94.6M
Name Holding Trade Value Shares
Change
Shares
Change %
LSAG
551
Lake Street Advisors Group
New Hampshire
$306K
HP
552
Highlander Partners
Texas
$306K
IIA
553
IPG Investment Advisors
California
$303K +$28.5K +1,300 +10%
SEIA
554
Signature Estate & Investment Advisors
California
$299K +$299K +13,670 New
KA
555
Kovack Advisors
Florida
$299K +$53K +2,423 +22%
Envestnet Portfolio Solutions
556
Envestnet Portfolio Solutions
Illinois
$298K -$15.6K -712 -5%
VIM
557
Vista Investment Management
Pennsylvania
$297K -$32.4K -1,480 -10%
MWA
558
Meridian Wealth Advisors
Texas
$296K +$43.8K +2,000 +17%
BCA
559
Bay Colony Advisors
Massachusetts
$294K +$1.75K +80 +0.6%
TSWM
560
Tyler-Stone Wealth Management
Ohio
$293K +$5.58K +255 +2%
SIC
561
Sage Investment Counsel
Tennessee
$293K +$293K +13,390 New
MA
562
MONECO Advisors
Connecticut
$293K -$8.19K -374 -3%
WAP
563
Wealthcare Advisory Partners
Pennsylvania
$293K +$21.1K +964 +8%
WPWM
564
Western Pacific Wealth Management
Illinois
$291K +$30.9K +1,410 +12%
PFGIA
565
Patriot Financial Group Insurance Agency
Massachusetts
$289K +$8.54K +390 +3%
DWM
566
Diversify Wealth Management
Utah
$288K +$288K +13,086 New
PP
567
PDS Planning
Ohio
$287K +$287K +13,103 New
SMA
568
Seven Mile Advisory
New Jersey
$285K
KCM
569
Kornitzer Capital Management
Kansas
$284K
DWA
570
Douglass Winthrop Advisors
New York
$284K
FNBT
571
FineMark National Bank & Trust
Florida
$283K +$283K +12,941 New
VWA
572
Visionary Wealth Advisors
Illinois
$277K +$277K +12,635 New
AGP
573
Autumn Glory Partners
Texas
$274K -$274K -12,535 -50%
WIA
574
World Investment Advisors
California
$274K +$10.7K +488 +4%
SMA
575
Sage Mountain Advisors
Georgia
$273K