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Ares Capital
ARCC

Overview Fund Activity

815 hedge funds and large institutions have $4.8B invested in Ares Capital in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 326 increasing their positions, 263 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
-3
Holders Change %
-0.37%
% of All Funds
10.93%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.2%
New
77
Increased
326
Reduced
263
Closed
62
Calls
$97.5M
Puts
$173M
Net Calls
-$75.2M
Net Calls Change
-$30.5M

Top Buyers

1
Invesco
Invesco
Georgia
$78M
2
UBS Group
UBS Group
Switzerland
$155M
3
EWM
Evercore Wealth Management
New York
$36.6M
4
FGP
Freestone Grove Partners
California
$24.8M
5
Northern Trust
Northern Trust
Illinois
$23.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$356M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$6.96M
3
Citadel Advisors
Citadel Advisors
Florida
$1.17M
4
GAM
Generali Asset Management
Italy
$111M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$61.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIS
801
Legacy Investment Solutions
Idaho
$1.96K +$1.96K +89 New
EWM
802
Evermay Wealth Management
Virginia
$1.06K – – –
GWSG
803
GPS Wealth Strategies Group
Colorado
$988 – – –
RFG
804
REAP Financial Group
Texas
$856 – – –
S
805
Sachetta
Massachusetts
$703 -$14.8K -674 -95%
BCM
806
Boreal Capital Management
Florida
$702 +$702 +32 New
IA
807
IFS Advisors
Kansas
$658 – – –
MHIP
808
Mountain Hill Investment Partners
New Jersey
$627 +$22 +1 +4%
MAWAG
809
Mid-American Wealth Advisory Group
Missouri
$593 +$593 +27 New
PK
810
Pflug Koory
Nebraska
$564 +$564 +26 New
HI
811
Horizon Investments
North Carolina
$307 -$197 -9 -39%
WOC
812
West Oak Capital
California
$285 – – –
CAM
813
Creekmur Asset Management
Illinois
$171 -$6.24K -292 -97%
TIM
814
Total Investment Management
Arizona
$11 +$11 +1 New
CIAS
815
CBIZ Investment Advisory Services
Ohio
$6 -$3.09K -139 Closed
Baillie Gifford & Co
816
Baillie Gifford & Co
United Kingdom
– -$16.7M -753,649 Closed
ACM
817
Aquatic Capital Management
Illinois
– -$8.86M -399,945 Closed
HCM
818
Hilton Capital Management
New York
– -$5.63M -254,082 Closed
Allspring Global Investments
819
Allspring Global Investments
North Carolina
– -$5.34M -241,119 Closed
NRD
820
Nebula Research & Development
New York
– -$3.71M -167,272 Closed
Jane Street
821
Jane Street
New York
– -$3.1M -140,013 Closed
RFA
822
Rollins Financial Advisors
New York
– -$3.06M -138,139 Closed
AI
823
Atom Investors
Texas
– -$1.77M -79,656 Closed
Fidelity International
824
Fidelity International
Bermuda
– -$1.76M -79,555 Closed
FCM
825
FJ Capital Management
Virginia
– -$1.53M -69,062 Closed
31 32
33
34 35