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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 %
WWM
701
Wolff Wiese Magana
California
$39.9K +$39.9K +1,816 New
BAMF
702
BI Asset Management Fondsmaeglerselskab
Denmark
$39K – – –
HAP
703
Harbor Asset Planning
Massachusetts
$37.9K +$37.9K +1,725 New
FFA
704
Frazier Financial Advisors
Ohio
$37.3K – – –
ECM
705
Estabrook Capital Management
New York
$36.2K – – –
WOSD
706
WFA of San Diego
California
$36.2K +$36.2K +1,650 New
VWA
707
VSM Wealth Advisory
Maryland
$36.2K +$1.1K +50 +3%
CB
708
CNB Bank
Pennsylvania
$35.6K +$35.6K +1,620 New
BTI
709
Blue Trust Inc
Georgia
$35.2K – – –
Acadian Asset Management
710
Acadian Asset Management
Massachusetts
$34K +$4.66K +217 +16%
MC
711
Montag & Caldwell
Georgia
$32.9K – – –
RL
712
Rogco LP
Oklahoma
$30.5K – – –
NRG
713
Nemes Rush Group
Michigan
$29.7K +$637 +29 +2%
FDW
714
Fourth Dimension Wealth
Ohio
$29.4K +$29.4K +1,339 New
SWA
715
SOA Wealth Advisors
New York
$28.1K -$351 -16 -1%
MHR
716
Matthew Hamilton Rosenberg
$27.4K -$32K -1,457 -54%
ADL
717
Asset Dedication LLC
California
$27.3K – – –
ME
718
McIlrath & Eck
Washington
$26.8K – – –
VNA
719
Valley National Advisers
Pennsylvania
$25K -$1.3K -60 -5%
PR
720
Payden & Rygel
California
$25K – – –
SL
721
Salomon & Ludwin
Virginia
$24.9K – – –
TRCT
722
Tower Research Capital (TRC)
New York
$24.5K -$124K -5,630 -83%
HNW
723
High Note Wealth
Minnesota
$24.4K – – –
FCMT
724
Founders Capital Management (Texas)
Texas
$24.4K – – –
BCM
725
Blume Capital Management
California
$24.2K – – –
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