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Ares Capital

805 hedge funds and large institutions have $4.43B invested in Ares Capital in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 319 increasing their positions, 253 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 253

0.75% more ownership

Funds ownership: 33.53%34.29% (+0.75%)

3% less funds holding

Funds holding: 829805 (-24)

9% less capital invested

Capital invested by funds: $4.86B → $4.43B (-$422M)

12% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 97

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

44% less call options, than puts

Call options by funds: $96.5M | Put options by funds: $171M

Holders
805
Holders Change
-24
Holders Change %
-2.9%
% of All Funds
9.92%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.15%
New
85
Increased
319
Reduced
253
Closed
97
Calls
$96.5M
Puts
$171M
Net Calls
-$74.7M
Net Calls Change
+$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$18.5M -$4.76M -246,079 -19%
Cerity Partners
52
Cerity Partners
New York
$18.1M +$3.74M +193,169 +24%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$18M -$1.01M -52,073 -5%
Corient Private Wealth
54
Corient Private Wealth
Florida
$16.4M -$27.6M -1,423,358 -60%
Russell Investments Group
55
Russell Investments Group
United Kingdom
$15.6M +$11.8M +608,618 +236%
MW
56
Melia Wealth
Oklahoma
$14.7M +$110K +5,660 +0.7%
SIC
57
Sigma Investment Counselors
Michigan
$14.5M +$286K +14,767 +2%
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$14.5M +$6.16M +317,984 +65%
Balyasny Asset Management
59
Balyasny Asset Management
Illinois
$14.3M -$4.16M -214,642 -21%
Neuberger Berman Group
60
Neuberger Berman Group
New York
$13.8M -$186K -9,627 -1%
TA
61
Tectonic Advisors
Texas
$13.5M +$1.65M +85,105 +13%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$13M -$2.08M -107,413 -13%
EIA
63
Edgemoor Investment Advisors
Maryland
$12.9M +$213K +11,012 +2%
NW
64
Naviter Wealth
Arkansas
$12.8M +$1.56M +80,603 +13%
EPG
65
Estate Planners Group
Pennsylvania
$12.2M +$11.9K +615 +0.1%
BWFA
66
Baltimore-Washington Financial Advisors
Maryland
$11.8M +$798K +41,208 +7%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$11.7M -$8.25M -426,249 -40%
DADC
68
D.A. Davidson & Co
Montana
$11.6M +$546K +28,206 +5%
Lido Advisors
69
Lido Advisors
California
$11.4M +$301K +15,570 +3%
Barclays
70
Barclays
United Kingdom
$11M -$4.45M -229,738 -27%
CPIG
71
Chicago Partners Investment Group
Illinois
$11M -$290 -15 -0%
LGF
72
LGT Group Foundation
Liechtenstein
$11M +$1.77M +91,348 +18%
Invesco
73
Invesco
Georgia
$10.8M +$3.01M +155,468 +35%
CM
74
Columbus Macro
Pennsylvania
$10.4M +$481K +24,863 +4%
LSV Asset Management
75
LSV Asset Management
Illinois
$9.8M