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Ares Capital

797 hedge funds and large institutions have $4.42B invested in Ares Capital in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 316 increasing their positions, 250 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

13% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 98

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

44% less call options, than puts

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

Holders
797
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$96.5M
Puts
$171M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
751
Mark Sheptoff Financial Planning
Connecticut
$5.8K
FMB
752
Field & Main Bank
Kentucky
$5.8K
MWA
753
Medallion Wealth Advisors
Connecticut
$5.62K
UFPG
754
United Financial Planning Group
New York
$5.59K
HHCP
755
Hilton Head Capital Partners
South Carolina
$5.48K
EA
756
Evolution Advisers
Virginia
$5K
POIA
757
Pin Oak Investment Advisors
Texas
$5K
WBC
758
West Branch Capital
Massachusetts
$4.94K
NEWAS
759
N.E.W. Advisory Services
Wisconsin
$4.68K
AW
760
Ankerstar Wealth
Texas
$4.29K
DPW
761
DiNuzzo Private Wealth
Pennsylvania
$4.14K
BA
762
Ballast Advisors
Minnesota
$4K
FFG
763
Forum Finance Group
$4K
HIA
764
Harbor Investment Advisory
Maryland
$3.78K
HNB
765
Hilltop National Bank
Wyoming
$3.6K
NWMP
766
Noble Wealth Management PBC
Colorado
$3.6K
BGAI
767
Bruce G. Allen Investments
Colorado
$3.6K
FGA
768
Fortis Group Advisors
New Jersey
$3.46K
CAM
769
Costello Asset Management
Pennsylvania
$3.42K
PWA
770
Physician Wealth Advisors
Utah
$3.42K
DWM
771
Darwin Wealth Management
Florida
$3.39K
TLFA
772
True Link Financial Advisors
California
$3.24K
FA
773
Fountainhead AM
New Jersey
$3.11K
AW
774
Avion Wealth
Texas
$3K
JFA
775
JNBA Financial Advisors
Minnesota
$2.85K