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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 %
AWE
851
Avidian Wealth Enterprises
Texas
– -$218K -9,853 Closed
SB
852
Strategic Blueprint
Georgia
– -$214K -9,675 Closed
SIC
853
Sterling Investment Counsel
New York
– -$214K -9,663 Closed
WG
854
Wealth Group
North Carolina
– -$209K -9,452 Closed
IIA
855
IPG Investment Advisors
California
– -$206K -9,313 Closed
TNA
856
True North Advisors
Texas
– -$203K -9,143 Closed
EWM
857
Elevatus Welath Management
New York
– -$202K -9,126 Closed
FWA
858
FSC Wealth Advisors
New York
– -$117K -5,300 Closed
SW
859
SVB Wealth
Massachusetts
– -$86.5K -3,903 Closed
CCM
860
Coldstream Capital Management
Washington
– -$82.3K -3,713 Closed
SIM
861
Synergy Investment Management
Florida
– -$74K -3,339 Closed
PA
862
PSI Advisors
Florida
– -$46.5K -2,100 Closed
CA
863
Continuum Advisory
Idaho
– -$36.1K -1,628 Closed
EC
864
Elequin Capital
New York
– -$30.2K -1,363 Closed
CIAM
865
Caitong International Asset Management
Hong Kong
– -$22.5K -1,017 Closed
BBPWM
866
Blue Bell Private Wealth Management
Pennsylvania
– -$14K -630 Closed
GWM
867
Graybill Wealth Management
Illinois
– -$11.1K -500 Closed
GFPC
868
Global Financial Private Client
Florida
– -$9.2K -415 Closed
SIM
869
Studio Investment Management
Illinois
– -$6.65K -300 Closed
TFA
870
Toth Financial Advisory
Virginia
– -$2.77K -125 Closed
HWA
871
HHM Wealth Advisors
Tennessee
– -$2.48K -112 Closed
LWCFA
872
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$2.08K -100 Closed
RCA
873
Runnymede Capital Advisors
Ohio
– -$1.95K -88 Closed
MPWT
874
MassMutual Private Wealth & Trust
Connecticut
– -$1.77K -80 Closed
IHWM
875
Iron Horse Wealth Management
Iowa
– -$731 -33 Closed
32 33 34
35
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