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Ares Capital

818 hedge funds and large institutions have $4.8B invested in Ares Capital in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 371 increasing their positions, 198 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
Holders Change %
0%
% of All Funds
11.11%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
89
Increased
371
Reduced
198
Closed
68
Calls
$85.2M
Puts
$130M
Net Calls
-$44.8M
Net Calls Change
+$90.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
126
Creative Planning
Kansas
$5.33M -$569K -25,670 -10%
CWM
127
Challenger Wealth Management
California
$5.27M +$464K +20,941 +10%
TAM
128
Tocqueville Asset Management
New York
$5.23M +$4.67M +210,622 +828%
MFIM
129
Mesirow Financial Investment Management
Illinois
$5.15M +$39.9K +1,801 +0.8%
SIC
130
Salem Investment Counselors
North Carolina
$5.14M +$106K +4,775 +2%
AWM
131
Apollon Wealth Management
South Carolina
$5.09M +$1.06M +47,999 +26%
RG
132
Rathbones Group
United Kingdom
$5.06M +$1.2M +54,182 +31%
BA
133
Baugh & Associates
Georgia
$5.02M +$2.97K +140 +0.1%
TC
134
Truvestments Capital
Florida
$5.02M +$1.18M +53,163 +31%
NEAM
135
New England Asset Management
Connecticut
$5.01M
CCM
136
Condor Capital Management
New Jersey
$4.9M +$459K +20,698 +10%
WA
137
Wambolt & Associates
Colorado
$4.8M -$28.8K -1,294 -0.6%
Manulife (Manufacturers Life Insurance)
138
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.72M -$455K -20,550 -9%
Mariner
139
Mariner
Kansas
$4.71M +$481K +21,721 +11%
PA
140
Perennial Advisors
New York
$4.6M +$362K +16,350 +9%
HWAM
141
Hennion & Walsh Asset Management
New Jersey
$4.55M +$277K +12,488 +6%
SW
142
SlateStone Wealth
Florida
$4.48M -$336K -15,142 -7%
CAG
143
Crestwood Advisors Group
Massachusetts
$4.44M +$862K +38,911 +24%
CAPTRUST Financial Advisors
144
CAPTRUST Financial Advisors
North Carolina
$4.4M +$102K +4,610 +2%
WA
145
Waverly Advisors
Alabama
$4.39M +$47.5K +2,145 +1%
PC
146
Prairiewood Capital
North Dakota
$4.35M +$341K +15,379 +9%
FNT
147
First National Trust
Pennsylvania
$4.24M
CSA
148
Cottage Street Advisors
Massachusetts
$4.17M +$23.2K +1,047 +0.6%
IAIM
149
International Assets Investment Management
Florida
$4.16M +$151K +6,828 +4%
BCI
150
Brinker Capital Investments
Pennsylvania
$4.15M -$118K -5,334 -3%