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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
CAM
776
Costello Asset Management
Pennsylvania
$3.42K
PWA
777
Physician Wealth Advisors
Utah
$3.42K
DWM
778
Darwin Wealth Management
Florida
$3.39K
TLFA
779
True Link Financial Advisors
California
$3.24K +$3.48K +180 New
FA
780
Fountainhead AM
New Jersey
$3.11K +$213 +11 +7%
AW
781
Avion Wealth
Texas
$3K
JFA
782
JNBA Financial Advisors
Minnesota
$2.85K -$5.46K -282 -64%
CTB
783
Country Trust Bank
Illinois
$2.69K
ECA
784
Elevated Capital Advisors
Utah
$2.36K
C
785
Covestor
United Kingdom
$2K -$19 -1 -0.9%
BWA
786
Basecamp Wealth Advisors
Washington
$1.98K
CTA
787
Colonial Trust Advisors
South Carolina
$1.85K +$1.99K +103 New
TPCW
788
TD Private Client Wealth
New York
$1.71K
LWMI
789
Legacy Wealth Management (Idaho)
Idaho
$1.66K +$58 +3 +3%
MCM
790
MV Capital Management
Maryland
$1.35K
SWM
791
SHP Wealth Management
Massachusetts
$1.26K -$38.6K -1,993 -97%
MHIP
792
Mountain Hill Investment Partners
New Jersey
$1.02K +$503 +26 +87%
RIAS
793
Rachor Investment Advisory Services
Michigan
$912 +$39 +2 +4%
BW
794
Basepoint Wealth
Iowa
$901 +$968 +50 New
EWM
795
Evermay Wealth Management
Virginia
$865
RFG
796
REAP Financial Group
Texas
$703
BCM
797
Boreal Capital Management
Florida
$577 -$619 -32 Closed
S
798
Sachetta
Massachusetts
$577
IA
799
IFS Advisors
Kansas
$540
PK
800
Pflug Koory
Nebraska
$498 +$19 +1 +4%