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Ares Capital

818 hedge funds and large institutions have $4.8B invested in Ares Capital in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 371 increasing their positions, 198 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
Holders Change %
0%
% of All Funds
11.11%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
89
Increased
371
Reduced
198
Closed
68
Calls
$85.2M
Puts
$130M
Net Calls
-$44.8M
Net Calls Change
+$90.7M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
551
Diversify Wealth Management
Utah
$312K +$42K +2,031 +16%
NAS
552
NWF Advisory Services
California
$311K -$90.2K -4,069 -22%
HP
553
Highlander Partners
Texas
$310K
CPRC
554
Consolidated Portfolio Review Corp
New York
$308K +$90.7K +4,093 +42%
FPAS
555
Focus Partners Advisor Solutions
Missouri
$308K +$308K +13,905 New
SEIA
556
Signature Estate & Investment Advisors
California
$306K +$3.06K +138 +1%
SIG
557
Stonegate Investment Group
Alabama
$306K +$58.6K +2,644 +24%
PAS
558
Park Avenue Securities
New York
$303K -$103K -4,662 -25%
TSWM
559
Tyler-Stone Wealth Management
Ohio
$303K +$5.76K +260 +2%
CWMK
560
Caliber Wealth Management (Kansas)
Kansas
$302K +$302K +13,629 New
CA
561
Calton & Associates
Florida
$300K +$300K +13,554 New
PFGIA
562
Patriot Financial Group Insurance Agency
Massachusetts
$299K +$6.14K +277 +2%
MWA
563
Meridian Wealth Advisors
Texas
$299K
PM
564
Penbrook Management
New York
$299K +$57.6K +2,600 +24%
5W
565
5T Wealth
California
$298K -$156K -7,052 -34%
SIC
566
Sage Investment Counsel
Tennessee
$297K +$665 +30 +0.2%
CA
567
CoreCap Advisors
Michigan
$296K +$29.8K +1,346 +11%
BCA
568
Bay Colony Advisors
Massachusetts
$296K -$1.66K -75 -0.6%
WPWM
569
Western Pacific Wealth Management
Illinois
$295K
DWA
570
Douglass Winthrop Advisors
New York
$290K +$1.99K +90 +0.7%
PFP
571
Pinnacle Financial Partners
Tennessee
$289K -$53K -2,420 -15%
VPIM
572
Vanguard Personalized Indexing Management
California
$289K -$121K -5,457 -29%
SMA
573
Seven Mile Advisory
New Jersey
$288K
CC
574
Commons Capital
Massachusetts
$288K +$66.5K +3,000 +30%
KCM
575
Kornitzer Capital Management
Kansas
$288K