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Ares Capital
ARCC

Overview Fund Activity

818 hedge funds and large institutions have $5.18B invested in Ares Capital in 2024 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 342 increasing their positions, 197 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
+77
Holders Change %
+10.39%
% of All Funds
10.89%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.24%
New
136
Increased
342
Reduced
197
Closed
45
Calls
$68.2M
Puts
$204M
Net Calls
-$135M
Net Calls Change
-$94.6M

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$310M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$58.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$325M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$93.4M
5
Bank of America
5
Bank of America
North Carolina
$174M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$4.02M
2
Invesco
2
Invesco
Georgia
$8.86M
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$0
4
UBS AM
4
UBS AM
Illinois
$0
5
Ameriprise
5
Ameriprise
Minnesota
$81.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
776
Cape Investment Advisory
Georgia
$8.36K -$45.2K -2,065 -84%
CAM
777
Creekmur Asset Management
Illinois
$6.67K -$66 -3 -1%
SIM
778
Studio Investment Management
Illinois
$6.57K +$6.57K +300 New
PFG
779
Putney Financial Group
California
$6.57K +$6.57K +300 New
POIA
780
Pin Oak Investment Advisors
Texas
$6K – – –
EA
781
Evolution Advisers
Virginia
$6K +$264 +14 +5%
WBC
782
West Branch Capital
Massachusetts
$6K – – –
WWA
783
Wingate Wealth Advisors
Massachusetts
$5.91K +$5.91K +270 New
LDB
784
Lee, Danner & Bass
Tennessee
$5.47K +$5.47K +250 New
TSMHT
785
Thurston Springer Miller Herd & Titak
Indiana
$5.47K +$5.47K +250 New
PIS
786
POM Investment Strategies
North Carolina
$5.34K +$5.34K +244 New
DPW
787
DiNuzzo Private Wealth
Pennsylvania
$5.04K – – –
CHC
788
City Holding Co
West Virginia
$4.92K – – –
FGA
789
Fortis Group Advisors
New Jersey
$4.2K – – –
PWA
790
Physician Wealth Advisors
Utah
$4.16K +$4.16K +190 New
DWM
791
Darwin Wealth Management
Florida
$4.12K – – –
AW
792
Avion Wealth
Texas
$4K – – –
BWAM
793
Boyd Watterson Asset Management
Ohio
$3.72K – – –
CIAS
794
CBIZ Investment Advisory Services
Ohio
$3.05K – – –
C
795
Covestor
United Kingdom
$3K -$231 -9 -7%
TRCT
796
Tower Research Capital (TRC)
New York
$2.91K -$15.8K -724 -84%
TFA
797
Toth Financial Advisory
Virginia
$2.74K – – –
EWP
798
Elevation Wealth Partners
California
$2.61K – – –
SAM
799
Smartleaf Asset Management
Massachusetts
$2.57K – – –
TPCW
800
TD Private Client Wealth
New York
$2.3K – – –
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32
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