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Ares Capital

816 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, 264 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
816
Holders Change
-2
Holders Change %
-0.24%
% of All Funds
10.94%
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
264
Closed
62
Calls
$97.5M
Puts
$173M
Net Calls
-$75.2M
Net Calls Change
-$30.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
851
Envestnet Portfolio Solutions
Illinois
-$226K -10,187 Closed
AWE
852
Avidian Wealth Enterprises
Texas
-$218K -9,853 Closed
SB
853
Strategic Blueprint
Georgia
-$214K -9,675 Closed
SIC
854
Sterling Investment Counsel
New York
-$214K -9,663 Closed
WG
855
Wealth Group
North Carolina
-$209K -9,452 Closed
IIA
856
IPG Investment Advisors
California
-$206K -9,313 Closed
TNA
857
True North Advisors
Texas
-$203K -9,143 Closed
EWM
858
Elevatus Welath Management
New York
-$202K -9,126 Closed
FWA
859
FSC Wealth Advisors
New York
-$117K -5,300 Closed
SW
860
SVB Wealth
Massachusetts
-$86.5K -3,903 Closed
CCM
861
Coldstream Capital Management
Washington
-$82.3K -3,713 Closed
SIM
862
Synergy Investment Management
Florida
-$74K -3,339 Closed
PA
863
PSI Advisors
Florida
-$46.5K -2,100 Closed
CA
864
Continuum Advisory
Idaho
-$36.1K -1,628 Closed
EC
865
Elequin Capital
New York
-$30.2K -1,363 Closed
CIAM
866
Caitong International Asset Management
Hong Kong
-$22.5K -1,017 Closed
BBPWM
867
Blue Bell Private Wealth Management
Pennsylvania
-$14K -630 Closed
GWM
868
Graybill Wealth Management
Illinois
-$11.1K -500 Closed
GFPC
869
Global Financial Private Client
Florida
-$9.2K -415 Closed
SIM
870
Studio Investment Management
Illinois
-$6.65K -300 Closed
TFA
871
Toth Financial Advisory
Virginia
-$2.77K -125 Closed
HWA
872
HHM Wealth Advisors
Tennessee
-$2.48K -112 Closed
LWCFA
873
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$2.08K -100 Closed
RCA
874
Runnymede Capital Advisors
Ohio
-$1.95K -88 Closed
MPWT
875
MassMutual Private Wealth & Trust
Connecticut
-$1.77K -80 Closed