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Ares Capital
ARCC

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: 826 → 828 (+2)

0% more funds holding in top 10

Funds holding in top 10: 18 → 18 (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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$61.2M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$54.8M
3
UBS Group
UBS Group
Switzerland
+$49.3M
4
GAM
Generali Asset Management
Italy
+$46.8M
5
HighTower Advisors
HighTower Advisors
Illinois
+$27.7M

Top Sellers

Rank Fund Capital Flow
1
VanEck Associates
VanEck Associates
New York
-$27.3M
2
Northern Trust
Northern Trust
Illinois
-$20.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$20.7M
4
EWM
Evercore Wealth Management
New York
-$12.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$12M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
801
Physician Wealth Advisors
Utah
$4.21K – – –
CAM
802
Costello Asset Management
Pennsylvania
$4.21K +$4.31K +190 New
DWM
803
Darwin Wealth Management
Florida
$4.12K – – –
AW
804
Avion Wealth
Texas
$4K – – –
BWAM
805
Boyd Watterson Asset Management
Ohio
$3.77K – – –
CIAS
806
CBIZ Investment Advisory Services
Ohio
$3.09K – – –
C
807
Covestor
United Kingdom
$3K – – –
BHWM
808
Beaird Harris Wealth Management
Texas
$2.99K +$3.06K +135 New
CA
809
Crewe Advisors
Utah
$2.9K +$2.97K +131 New
TFA
810
Toth Financial Advisory
Virginia
$2.77K – – –
HWA
811
HHM Wealth Advisors
Tennessee
$2.48K +$2.54K +112 New
TPCW
812
TD Private Client Wealth
New York
$2.33K – – –
PPA
813
Painted Porch Advisors
California
$2.22K – – –
LWCFA
814
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.08K +$2.27K +100 New
CI
815
CX Institutional
Indiana
$2K +$2.43K +107 New
LWMI
816
Legacy Wealth Management (Idaho)
Idaho
$1.97K – – –
RCA
817
Runnymede Capital Advisors
Ohio
$1.95K +$2K +88 New
MPWT
818
MassMutual Private Wealth & Trust
Connecticut
$1.77K +$182 +8 +11%
EWM
819
Evermay Wealth Management
Virginia
$1.06K – – –
GWSG
820
GPS Wealth Strategies Group
Colorado
$997 – – –
RFG
821
REAP Financial Group
Texas
$864 – – –
IHWM
822
Iron Horse Wealth Management
Iowa
$731 +$749 +33 New
IA
823
IFS Advisors
Kansas
$664 – – –
MHIP
824
Mountain Hill Investment Partners
New Jersey
$619 +$23 +1 +4%
HI
825
Horizon Investments
North Carolina
$510 – – –
31 32
33
34 35

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.