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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 %
CMAI
626
Capital Management Associates Inc
Minnesota
$221K -$52.4K -2,385 -19%
AAS
627
Annex Advisory Services
Wisconsin
$221K +$17.3K +788 +9%
BIAS
628
Beacon Investment Advisory Services
New Jersey
$220K -$32.9K -1,500 -13%
FAIM
629
Financial Advocates Investment Management
Washington
$220K -$202K -9,199 -48%
MPCA
630
Madison Park Capital Advisors
Washington
$220K – – –
PCA
631
Purkiss Capital Advisors
Connecticut
$220K +$220K +10,000 New
First Trust Advisors
632
First Trust Advisors
Illinois
$219K +$219K +9,983 New
CD
633
Chapin Davis
Maryland
$219K -$7.16K -326 -3%
TFA
634
Teamwork Financial Advisors
Texas
$219K -$8.35K -380 -4%
FCBT
635
First Citizens Bank & Trust
North Carolina
$219K -$1.36K -62 -0.6%
LBWM
636
Left Brain Wealth Management
Illinois
$215K -$1.62M -73,750 -88%
SWA
637
Strategies Wealth Advisors
Michigan
$214K +$4.24K +193 +2%
FA
638
Fountainhead AM
New Jersey
$214K +$11.2K +511 +6%
GSEP
639
Golden State Equity Partners
California
$212K -$6.54K -298 -3%
CS
640
Cannell & Spears
New York
$211K -$2.2K -100 -1%
MHIC
641
Marble Harbor Investment Counsel
Massachusetts
$210K -$24.2K -1,100 -10%
UF
642
Univest Financial
Pennsylvania
$208K – – –
MSAM
643
Moloney Securities Asset Management
Missouri
$207K -$67.3K -3,064 -25%
APA
644
Astoria Portfolio Advisors
New York
$206K +$206K +8,961 New
FB
645
Fulton Bank
Pennsylvania
$205K -$3.65K -166 -2%
BCP
646
Blue Chip Partners
Michigan
$204K +$204K +9,303 New
CB
647
Cadence Bank
Mississippi
$203K +$3.05K +139 +2%
QCM
648
QRG Capital Management
Illinois
$203K -$45.7K -2,082 -18%
CMI
649
Clare Market Investments
Texas
$203K +$813 +37 +0.4%
CFA
650
CWS Financial Advisors
Michigan
$202K +$202K +9,199 New
24 25
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