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Ares Capital

799 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, 316 increasing their positions, 251 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

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
799
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
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
AW
776
Avion Wealth
Texas
$3K
JFA
777
JNBA Financial Advisors
Minnesota
$2.85K
CTB
778
Country Trust Bank
Illinois
$2.69K
ECA
779
Elevated Capital Advisors
Utah
$2.36K
C
780
Covestor
United Kingdom
$2K
CTA
781
Colonial Trust Advisors
South Carolina
$1.85K
TPCW
782
TD Private Client Wealth
New York
$1.71K
LWMI
783
Legacy Wealth Management (Idaho)
Idaho
$1.66K
MCM
784
MV Capital Management
Maryland
$1.35K
SWM
785
SHP Wealth Management
Massachusetts
$1.26K
MHIP
786
Mountain Hill Investment Partners
New Jersey
$1.02K
RIAS
787
Rachor Investment Advisory Services
Michigan
$912
BW
788
Basepoint Wealth
Iowa
$901
EWM
789
Evermay Wealth Management
Virginia
$865
RFG
790
REAP Financial Group
Texas
$703
BCM
791
Boreal Capital Management
Florida
$577
S
792
Sachetta
Massachusetts
$577
IA
793
IFS Advisors
Kansas
$540
PK
794
Pflug Koory
Nebraska
$498
Fidelity Investments
795
Fidelity Investments
Massachusetts
$360
HI
796
Horizon Investments
North Carolina
$360
DCM
797
Davis Capital Management
Florida
$188
PCA
798
PMV Capital Advisers
Texas
$163
KFG
799
Kingdom Financial Group
Arizona
$14
LAS
800
Lloyd Advisory Services
Georgia
$14