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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
Baird Financial Group
51
Baird Financial Group
Wisconsin
$20.5M +$465K +21,882 +2%
ST
52
Spinnaker Trust
Maine
$19.9M +$8.3M +390,320 +76%
1832 Asset Management
53
1832 Asset Management
Ontario, Canada
$19.4M -$16M -751,000 -46%
DADC
54
D.A. Davidson & Co
Montana
$19.2M -$104K -4,898 -0.6%
NFT
55
Nan Fung Trinity
Hong Kong
$18.7M +$4.34M +204,300 +32%
Neuberger Berman Group
56
Neuberger Berman Group
New York
$18M +$376K +17,681 +2%
IGAM
57
iA Global Asset Management
Quebec, Canada
$18M +$8.73M +410,667 +101%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$17.5M -$2.16M -101,468 -11%
MW
59
Melia Wealth
Oklahoma
$17.1M +$575K +27,041 +4%
UBS AM
60
UBS AM
Illinois
$16.7M +$1.97M +92,613 +14%
SIC
61
Sigma Investment Counselors
Michigan
$16.5M +$592K +27,860 +4%
NFC
62
Northeast Financial Consultants
Connecticut
$16.4M -$2.31M -108,614 -13%
EIA
63
Edgemoor Investment Advisors
Maryland
$15M -$805K -37,869 -5%
NW
64
Naviter Wealth
Arkansas
$14.5M -$453K -21,282 -3%
CPIG
65
Chicago Partners Investment Group
Illinois
$13M +$558K +26,260 +5%
Lido Advisors
66
Lido Advisors
California
$12.9M +$4.82M +226,460 +63%
VF
67
Vista Finance
Missouri
$12.8M +$757K +35,607 +6%
CWM
68
Congress Wealth Management
Massachusetts
$12.7M +$3.31M +155,477 +37%
PCM
69
Palisade Capital Management
New Jersey
$12.5M -$205K -9,643 -2%
DA
70
Denali Advisors
California
$12.4M -$279K -13,109 -2%
SCM
71
SCS Capital Management
Massachusetts
$11.8M +$85.7K +4,028 +0.8%
TA
72
Tectonic Advisors
Texas
$11.8M +$1.43M +67,202 +14%
Barclays
73
Barclays
United Kingdom
$11.6M +$5.26M +247,484 +89%
BWFA
74
Baltimore-Washington Financial Advisors
Maryland
$11.3M +$1.15M +53,971 +12%
BB
75
Bell Bank
North Dakota
$11.1M +$91.3K +4,294 +0.9%

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.