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Ares Capital

805 hedge funds and large institutions have $4.43B invested in Ares Capital in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 319 increasing their positions, 253 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 253

0.75% more ownership

Funds ownership: 33.53%34.29% (+0.75%)

3% less funds holding

Funds holding: 829805 (-24)

9% less capital invested

Capital invested by funds: $4.86B → $4.43B (-$422M)

12% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 97

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

44% less call options, than puts

Call options by funds: $96.5M | Put options by funds: $171M

Holders
805
Holders Change
-24
Holders Change %
-2.9%
% of All Funds
9.92%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.15%
New
85
Increased
319
Reduced
253
Closed
97
Calls
$96.5M
Puts
$171M
Net Calls
-$74.7M
Net Calls Change
+$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$9.47M -$49.4K -2,550 -0.5%
BB
77
Bell Bank
North Dakota
$9.32M -$334K -17,242 -3%
State Street
78
State Street
Massachusetts
$8.71M +$654K +33,763 +8%
OC
79
Oppenheimer & Co
New York
$8.46M +$932K +48,160 +11%
Millennium Management
80
Millennium Management
New York
$8.34M -$8.26M -426,580 -48%
Pathstone Holdings
81
Pathstone Holdings
New Jersey
$8.29M +$1.36M +70,079 +18%
CBU
82
CIBC Bancorp USA
Illinois
$7.98M +$8.57M +442,872 New
GC
83
Gilbert & Cook
Iowa
$7.97M -$1.15M -59,198 -12%
AAM
84
Advisors Asset Management
Colorado
$7.93M +$184K +9,514 +2%
William Blair & Company
85
William Blair & Company
Illinois
$7.87M +$3.95M +204,209 +88%
BPA
86
Beacon Pointe Advisors
California
$7.84M +$3.45M +178,130 +69%
SPIA
87
Steward Partners Investment Advisory
New York
$7.75M -$1.19M -61,482 -13%
MOS
88
MGO One Seven
Ohio
$7.51M +$8.87K +458 +0.1%
LFM
89
LGT Fund Management
Liechtenstein
$7.43M +$7.99M +412,481 New
P
90
&Partners
Tennessee
$7.35M +$489K +25,261 +7%
MFG
91
Merit Financial Group
Georgia
$7.18M +$2.24M +115,864 +41%
PAIM
92
Punch & Associates Investment Management
Minnesota
$7.05M +$7.58M +391,347 New
OL
93
one8zero8 LLC
North Carolina
$6.97M +$233K +12,029 +3%
KAS
94
Kestra Advisory Services
Texas
$6.97M -$1.09M -56,211 -13%
CAG
95
Crestwood Advisors Group
Massachusetts
$6.86M +$304K +15,706 +4%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.82M +$1.28M +66,329 +21%
DA
97
Denali Advisors
California
$6.8M -$287K -14,818 -4%
SCM
98
SCS Capital Management
Massachusetts
$6.69M -$1.59M -82,315 -18%
CIC
99
Carnegie Investment Counsel
Ohio
$6.59M -$848K -43,812 -11%
PCM
100
Palisade Capital Management
New Jersey
$6.58M -$3.61M -186,649 -34%