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Ares Capital

797 hedge funds and large institutions have $4.42B invested in Ares Capital in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 316 increasing their positions, 250 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

13% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 98

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

44% less call options, than puts

Call options by funds: $96.5M | Put options by funds: $171M

Holders
797
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$96.5M
Puts
$171M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
576
B. Riley Wealth Advisors
Florida
$210K
RA
577
RFG Advisory
Alabama
$210K
PA
578
Promethium Advisors
Maryland
$209K
ORC
579
O'Rourke & Company
Massachusetts
$208K
SW
580
SteelPeak Wealth
California
$206K
SP
581
Stablepoint Partners
Massachusetts
$205K
AOWM
582
Alpha Omega Wealth Management
Virginia
$205K
HPC
583
HM Payson & Co
Maine
$205K
WPWM
584
Western Pacific Wealth Management
Illinois
$203K
MWM
585
Mission Wealth Management
California
$203K
CCP
586
Cane Capital Partners
Louisiana
$202K
FFO
587
Fiduciary Family Office
Florida
$202K
PL
588
Plancorp LLC
Missouri
$201K
OPWM
589
Oakwell Private Wealth Management
Texas
$200K
VIM
590
Vista Investment Management
Pennsylvania
$199K
MGI
591
Miller Global Investments
Texas
$198K
Bank of Montreal
592
Bank of Montreal
Ontario, Canada
$196K
VPIM
593
Vanguard Personalized Indexing Management
California
$195K
APA
594
Astoria Portfolio Advisors
New York
$194K
BS
595
Banco Santander
Spain
$194K
FCBT
596
First Citizens Bank & Trust
North Carolina
$194K
FCA
597
Fortis Capital Advisors
Kansas
$194K
EWA
598
EverSource Wealth Advisors
Alabama
$193K
SVWAG
599
Sound View Wealth Advisors Group
Georgia
$193K
CWP
600
Core Wealth Partners
California
$192K