ARCC icon

Ares Capital
ARCC

Overview Fund Activity

818 hedge funds and large institutions have $5.18B invested in Ares Capital in 2024 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 342 increasing their positions, 197 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
+77
Holders Change %
+10.39%
% of All Funds
10.89%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.24%
New
136
Increased
342
Reduced
197
Closed
45
Calls
$68.2M
Puts
$204M
Net Calls
-$135M
Net Calls Change
-$94.6M

Top Buyers

1
VanEck Associates
VanEck Associates
New York
$310M
2
Two Sigma Investments
Two Sigma Investments
New York
$58.6M
3
Morgan Stanley
Morgan Stanley
New York
$325M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$93.4M
5
Bank of America
Bank of America
North Carolina
$174M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
$4.02M
2
Invesco
Invesco
Georgia
$8.86M
3
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$0
4
UBS AM
UBS AM
Illinois
$0
5
Ameriprise
Ameriprise
Minnesota
$81.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
626
M&T Bank
New York
$222K +$222K +10,134 New
HA
627
Hanover Advisors
South Carolina
$221K +$221K +10,116 New
SP
628
Successful Portfolios
Florida
$221K +$221K +10,111 New
FFWA
629
Forthright Family Wealth Advisory
Texas
$219K -$21.9K -1,000 -9%
MPCA
630
Madison Park Capital Advisors
Washington
$219K – – –
SAS
631
Stelac Advisory Services
New York
$219K – – –
CC
632
Commons Capital
Massachusetts
$219K +$219K +10,000 New
CMAI
633
Capital Management Associates Inc
Minnesota
$218K -$107K -4,908 -33%
GSEP
634
Golden State Equity Partners
California
$218K +$206K +9,433 +1,835%
CPRC
635
Consolidated Portfolio Review Corp
New York
$215K +$215K +9,814 New
VT
636
Vise Technologies
New York
$214K +$214K +9,788 New
WLPWM
637
Walled Lake Planning & Wealth Management
Illinois
$214K +$214K +9,757 New
STA
638
Summit Trail Advisors
New York
$211K +$211K +9,660 New
AWE
639
Avidian Wealth Enterprises
Texas
$211K +$211K +9,646 New
LA
640
Lane & Associates
New Jersey
$210K +$210K +8,891 New
HA
641
Huntleigh Advisors
Missouri
$210K +$210K +9,599 New
MSAM
642
Moloney Securities Asset Management
Missouri
$210K -$13.7K -627 -6%
EAM
643
Evanson Asset Management
California
$209K +$209K +9,541 New
FB
644
Fulton Bank
Pennsylvania
$209K -$44.6K -2,039 -18%
GT
645
Glenmede Trust
Pennsylvania
$208K +$208K +9,500 New
UF
646
Univest Financial
Pennsylvania
$207K +$207K +9,458 New
WG
647
Wealth Group
North Carolina
$207K +$207K +9,452 New
AAS
648
Annex Advisory Services
Wisconsin
$207K +$207K +9,455 New
BCMLT
649
Beacon Capital Management LLC (Tennessee)
Tennessee
$205K +$26.3K +1,200 +15%
MLA
650
My Legacy Advisors
Oregon
$204K -$45.6K -2,013 -18%
24 25
26
27 28