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Ares Capital

835 hedge funds and large institutions have $4.84B invested in Ares Capital in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 333 increasing their positions, 266 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 63

25% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 266

1% more funds holding

Funds holding: 828835 (+7)

1% more capital invested

Capital invested by funds: $4.81B → $4.84B (+$36M)

0.42% more ownership

Funds ownership: 31.72%32.14% (+0.42%)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

44% less call options, than puts

Call options by funds: $97.5M | Put options by funds: $173M

Holders
835
Holders Change
+7
Holders Change %
+0.85%
% of All Funds
10.99%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.21%
New
81
Increased
333
Reduced
266
Closed
63
Calls
$97.5M
Puts
$173M
Net Calls
-$75.2M
Net Calls Change
-$30.5M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
626
KLCM Advisors
Wisconsin
$228K
LWM
627
Laidlaw Wealth Management
New York
$227K -$6.38K -300 -3%
DIA
628
Dana Investment Advisors
Wisconsin
$227K
WLPWM
629
Walled Lake Planning & Wealth Management
Illinois
$227K +$7.61K +358 +4%
MWM
630
Modera Wealth Management
New Jersey
$226K +$219K +10,310 New
EWA
631
EverSource Wealth Advisors
Alabama
$226K +$6.08K +286 +3%
BWP
632
Burling Wealth Partners
Illinois
$226K -$15.7K -738 -7%
RCA
633
Resonant Capital Advisors
Wisconsin
$225K
CP
634
Camelot Portfolios
Ohio
$224K -$4.27K -201 -2%
VPIM
635
Vanguard Personalized Indexing Management
California
$224K -$60.8K -2,858 -22%
KLCM
636
KG&L Capital Management
Louisiana
$222K +$215K +10,120 New
CMAI
637
Capital Management Associates Inc
Minnesota
$221K -$50.7K -2,385 -19%
AAS
638
Annex Advisory Services
Wisconsin
$221K +$16.8K +788 +9%
BIAS
639
Beacon Investment Advisory Services
New Jersey
$220K -$31.9K -1,500 -13%
FAIM
640
Financial Advocates Investment Management
Washington
$220K -$196K -9,199 -48%
MPCA
641
Madison Park Capital Advisors
Washington
$220K
PCA
642
Purkiss Capital Advisors
Connecticut
$220K +$213K +10,000 New
First Trust Advisors
643
First Trust Advisors
Illinois
$219K +$212K +9,983 New
CD
644
Chapin Davis
Maryland
$219K -$6.93K -326 -3%
TFA
645
Teamwork Financial Advisors
Texas
$219K -$8.08K -380 -4%
FCBT
646
First Citizens Bank & Trust
North Carolina
$219K -$1.32K -62 -0.6%
LBWM
647
Left Brain Wealth Management
Illinois
$215K -$1.57M -73,750 -88%
SWA
648
Strategies Wealth Advisors
Michigan
$214K +$4.1K +193 +2%
FA
649
Fountainhead AM
New Jersey
$214K +$10.9K +511 +6%
EWA
650
Emergent Wealth Advisors
New York
$212K -$4.25K -200 -2%

ARCC Hedge Fund Activity: Q2 2025 in Review

835 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Ares Capital (ARCC) for Q2 2025, worth a combined $4.84B — up 0.75% from $4.81B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new ARCC positions and 63 closed out — a net gain of 18 holders — while 333 added to existing stakes and 266 trimmed.

The largest buyer was Invesco, adding an estimated $67.4M. The largest seller was Morgan Stanley, cutting an estimated $28.2M.

  • 835 institutional investors held Ares Capital (ARCC) as of Q2 2025, up from 828 in Q1 2025.
  • Funds reported $4.84B of Ares Capital stock for Q2 2025, up 0.75% quarter-over-quarter.
  • 81 funds opened new Ares Capital positions in Q2 2025 and 63 closed out, a net change of +18 holders.
  • The largest Ares Capital buyer in Q2 2025 was Invesco, an estimated $67.4M added.
  • The largest Ares Capital seller in Q2 2025 was Morgan Stanley, an estimated $28.2M sold.

Based on aggregated 13F filings for Q2 2025.