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Ares Capital

828 hedge funds and large institutions have $4.81B invested in Ares Capital in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 374 increasing their positions, 201 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 201

29% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 70

0.76% more ownership

Funds ownership: 30.95%31.72% (+0.76%)

0% more funds holding

Funds holding: 826828 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

7% less capital invested

Capital invested by funds: $5.19B → $4.81B (-$383M)

34% less call options, than puts

Call options by funds: $85.2M | Put options by funds: $130M

Holders
828
Holders Change
+2
Holders Change %
+0.24%
% of All Funds
11.1%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
90
Increased
374
Reduced
201
Closed
70
Calls
$85.2M
Puts
$130M
Net Calls
-$44.8M
Net Calls Change
+$90.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
776
Capital Analysts LLC
Pennsylvania
$11K
LI
777
LRI Investments
Florida
$10.6K +$204 +9 +2%
VWM
778
Vermillion Wealth Management
Minnesota
$10.1K
JFA
779
JNBA Financial Advisors
Minnesota
$9.75K
DFA
780
DHJJ Financial Advisors
Illinois
$9.51K
GFPC
781
Global Financial Private Client
Florida
$9.2K
AAG
782
Accordant Advisory Group
Maryland
$8.86K
TFGT
783
TS Financial Group (TSFG)
Illinois
$8K +$8.06K +355 New
AA
784
Addison Advisors
Vermont
$7.29K +$7.47K +329 New
CFD
785
Creative Financial Designs
Indiana
$7.2K +$7.38K +325 New
EA
786
Evolution Advisers
Virginia
$7K
PFG
787
Putney Financial Group
California
$6.65K
SIM
788
Studio Investment Management
Illinois
$6.65K
CAM
789
Creekmur Asset Management
Illinois
$6.64K -$113 -5 -2%
WBC
790
West Branch Capital
Massachusetts
$6.07K
POIA
791
Pin Oak Investment Advisors
Texas
$6K
CIA
792
Cape Investment Advisory
Georgia
$5.54K -$3K -132 -35%
TSMHT
793
Thurston Springer Miller Herd & Titak
Indiana
$5.54K
SAM
794
Smartleaf Asset Management
Massachusetts
$5.39K +$2.88K +127 +109%
DPW
795
DiNuzzo Private Wealth
Pennsylvania
$5.1K
MFA
796
McClarren Financial Advisors
Pennsylvania
$5K +$499 +22 New
CHC
797
City Holding Co
West Virginia
$4.98K
HIA
798
Harbor Investment Advisory
Maryland
$4.65K +$4.77K +210 New
NWMP
799
Noble Wealth Management PBC
Colorado
$4.43K +$2.84K +125 +167%
FGA
800
Fortis Group Advisors
New Jersey
$4.25K

ARCC Hedge Fund Activity: Q1 2025 in Review

828 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Ares Capital (ARCC) for Q1 2025, worth a combined $4.81B — down 7.4% from $5.19B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new ARCC positions and 70 closed out — a net gain of 20 holders — while 374 added to existing stakes and 201 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $61.2M. The largest seller was VanEck Associates, cutting an estimated $27.3M.

  • 828 institutional investors held Ares Capital (ARCC) as of Q1 2025, up from 826 in Q4 2024.
  • Funds reported $4.81B of Ares Capital stock for Q1 2025, down 7.4% quarter-over-quarter.
  • 90 funds opened new Ares Capital positions in Q1 2025 and 70 closed out, a net change of +20 holders.
  • The largest Ares Capital buyer in Q1 2025 was Morgan Stanley, an estimated $61.2M added.
  • The largest Ares Capital seller in Q1 2025 was VanEck Associates, an estimated $27.3M sold.

Based on aggregated 13F filings for Q1 2025.