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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 %
AI
601
Accredited Investors
Minnesota
$241K – – –
BFG
602
Bleakley Financial Group
New Jersey
$239K +$239K +10,871 New
VCA
603
Verdence Capital Advisors
Maryland
$238K -$21.9K -998 -8%
SP
604
Successful Portfolios
Florida
$237K +$15.2K +690 +7%
BS
605
Banco Santander
Spain
$237K +$5.03K +229 +2%
SNWA
606
Siligmueller & Norvid Wealth Advisors
Illinois
$235K – – –
CWP
607
Core Wealth Partners
California
$234K – – –
FLPIM
608
F.L. Putnam Investment Management
Massachusetts
$233K +$5.97K +272 +3%
AOWM
609
Alpha Omega Wealth Management
Virginia
$233K +$4.74K +216 +2%
EM
610
ELCO Management
New York
$233K -$2.2K -100 -0.9%
SFA
611
Sequoia Financial Advisors
Ohio
$232K +$3.34K +152 +1%
HCP
612
Hexagon Capital Partners
Arkansas
$232K -$2.72K -124 -1%
AFO
613
Allie Family Office
Florida
$231K – – –
KA
614
KLCM Advisors
Wisconsin
$228K – – –
JSAM
615
J. Safra Asset Management
New York
$227K +$16.8K +766 +8%
LWM
616
Laidlaw Wealth Management
New York
$227K -$6.59K -300 -3%
DIA
617
Dana Investment Advisors
Wisconsin
$227K – – –
WLPWM
618
Walled Lake Planning & Wealth Management
Illinois
$227K +$7.86K +358 +4%
MWM
619
Modera Wealth Management
New Jersey
$226K +$226K +10,310 New
EWA
620
EverSource Wealth Advisors
Alabama
$226K +$6.28K +286 +3%
BWP
621
Burling Wealth Partners
Illinois
$226K -$16.2K -738 -7%
RCA
622
Resonant Capital Advisors
Wisconsin
$225K – – –
CP
623
Camelot Portfolios
Ohio
$224K -$4.41K -201 -2%
VPIM
624
Vanguard Personalized Indexing Management
California
$224K -$62.8K -2,858 -22%
KLCM
625
KG&L Capital Management
Louisiana
$222K +$222K +10,120 New
23 24
25
26 27