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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
RBC
101
Romano Brothers & Co
Illinois
$6.56M -$39.9K -2,061 -0.6%
EG
102
Enstar Group
Bermuda
$6.55M +$163K +8,396 +2%
NSCM
103
New South Capital Management
Tennessee
$6.5M -$234K -12,088 -3%
SWA
104
SFMG Wealth Advisors
Texas
$6.35M -$246K -12,704 -3%
CA
105
Clearstead Advisors
Ohio
$6.32M +$92.5K +4,778 +1%
MA
106
Mutual Advisors
Nebraska
$6.24M +$65.4K +3,379 +1%
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$6.23M +$2.9M +150,043 +77%
SAM
108
Smith Asset Management
Florida
$6.2M +$563K +29,081 +9%
PC
109
Prairiewood Capital
North Dakota
$6.16M +$743K +38,396 +13%
PAG
110
Private Advisor Group
New Jersey
$6.12M +$132K +6,839 +2%
TFA
111
Trinity Financial Advisors
Ohio
$6.1M +$6.55M +338,391 New
FIA
112
Foundations Investment Advisors
Arizona
$6.05M -$224K -11,572 -3%
BCM
113
Blume Capital Management
California
$5.97M +$6.4M +330,790 +47,256%
RCM
114
Rivernorth Capital Management
Florida
$5.75M +$6.18M +319,326 New
IAIM
115
International Assets Investment Management
Florida
$5.61M +$33.4K +1,725 +0.6%
BA
116
Baugh & Associates
Georgia
$5.48M +$1.43M +73,672 +32%
FCMA
117
Foresight Capital Management Advisors
Michigan
$5.32M -$296K -15,266 -5%
SIG
118
Sargent Investment Group
Maryland
$5.21M +$122K +6,296 +2%
OWP
119
Obermeyer Wealth Partners
Colorado
$5.16M -$2.45M -126,699 -31%
Creative Planning
120
Creative Planning
Kansas
$5.03M -$1.29M -66,577 -19%
AWM
121
AE Wealth Management
Kansas
$5.02M +$938K +48,439 +21%
IFG
122
Independent Financial Group
California
$4.93M -$347K -17,920 -6%
GWP
123
Gateway Wealth Partners
Wisconsin
$4.85M +$2.75M +141,844 +111%
LMGAM
124
Liberty Mutual Group Asset Management
Massachusetts
$4.82M -$2.37M -122,516 -31%
Group One Trading
125
Group One Trading
Illinois
$4.76M +$5.11M +263,956 New