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Ares Capital

797 hedge funds and large institutions have $4.42B invested in Ares Capital in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 316 increasing their positions, 250 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

13% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 98

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

44% less call options, than puts

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

Holders
797
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$96.5M
Puts
$171M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
101
Romano Brothers & Co
Illinois
$6.56M
EG
102
Enstar Group
Bermuda
$6.55M
NSCM
103
New South Capital Management
Tennessee
$6.5M
SWA
104
SFMG Wealth Advisors
Texas
$6.35M
CA
105
Clearstead Advisors
Ohio
$6.32M
MA
106
Mutual Advisors
Nebraska
$6.24M
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$6.23M
SAM
108
Smith Asset Management
Florida
$6.2M
PC
109
Prairiewood Capital
North Dakota
$6.16M
PAG
110
Private Advisor Group
New Jersey
$6.12M
TFA
111
Trinity Financial Advisors
Ohio
$6.1M
FIA
112
Foundations Investment Advisors
Arizona
$6.05M
BCM
113
Blume Capital Management
California
$5.97M
RCM
114
Rivernorth Capital Management
Florida
$5.75M
IAIM
115
International Assets Investment Management
Florida
$5.61M
BA
116
Baugh & Associates
Georgia
$5.48M
FCMA
117
Foresight Capital Management Advisors
Michigan
$5.32M
SIG
118
Sargent Investment Group
Maryland
$5.21M
OWP
119
Obermeyer Wealth Partners
Colorado
$5.16M
Creative Planning
120
Creative Planning
Kansas
$5.03M
AWM
121
AE Wealth Management
Kansas
$5.02M
IFG
122
Independent Financial Group
California
$4.93M
GWP
123
Gateway Wealth Partners
Wisconsin
$4.85M
LMGAM
124
Liberty Mutual Group Asset Management
Massachusetts
$4.82M
Group One Trading
125
Group One Trading
Illinois
$4.76M