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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 %
AQR Capital Management
576
AQR Capital Management
Connecticut
$266K -$95.9K -4,369 -26%
FBB
577
Fulton Breakefield Broenniman
Maryland
$266K +$1.1K +50 +0.4%
CWA
578
Clarus Wealth Advisors
Arizona
$266K -$17.6K -787 -6%
PA
579
Prossimo Advisors
California
$265K -$195K -8,866 -42%
SCTC
580
Sanibel Captiva Trust Company
Florida
$264K – – –
TIAA Trust, National Association
581
TIAA Trust, National Association
North Carolina
$263K -$15.2K -693 -5%
DLCIG
582
D.L. Carlson Investment Group
New Hampshire
$262K -$101K -4,608 -28%
PWP
583
Principle Wealth Partners
Connecticut
$257K +$257K +11,710 New
PA
584
Promethium Advisors
Maryland
$254K +$43.9K +2,000 +21%
VIM
585
Vista Investment Management
Pennsylvania
$254K -$9.14K -416 -3%
WIA
586
World Investment Advisors
California
$253K -$25.9K -1,178 -9%
KOC
587
Koss-Olinger Consulting
Florida
$253K +$253K +11,535 New
S
588
SignatureFD
Georgia
$253K +$29.5K +1,342 +13%
SEIA
589
Signature Estate & Investment Advisors
California
$252K -$51.6K -2,349 -17%
SIC
590
Sage Investment Counsel
Tennessee
$251K -$43.9K -2,000 -15%
BJL
591
Brighton Jones LLC
Washington
$250K -$637 -29 -0.3%
WPWM
592
Western Pacific Wealth Management
Illinois
$247K -$45.1K -2,053 -15%
STA
593
Summit Trail Advisors
New York
$247K +$9.84K +448 +4%
MWM
594
Mission Wealth Management
California
$246K +$47.4K +2,160 +24%
FFO
595
Fiduciary Family Office
Florida
$246K – – –
PL
596
Plancorp LLC
Missouri
$245K -$3.67K -167 -1%
SP
597
Stablepoint Partners
Massachusetts
$245K +$505 +23 +0.2%
CAMG
598
CWA Asset Management Group
Florida
$244K +$44 +2 +0%
OPWM
599
Oakwell Private Wealth Management
Texas
$244K -$22K -1,000 -8%
BFA
600
Beaumont Financial Advisors
Massachusetts
$241K +$3.25K +148 +1%
22 23
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