ARCC icon

Ares Capital
ARCC

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$59.7M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$53.5M
3
UBS Group
UBS Group
Switzerland
+$48.1M
4
GAM
Generali Asset Management
Italy
+$45.7M
5
HighTower Advisors
HighTower Advisors
Illinois
+$27M

Top Sellers

1
WA
Whipplewood Advisors
Colorado
-$428M
2
VanEck Associates
VanEck Associates
New York
-$26.7M
3
Northern Trust
Northern Trust
Illinois
-$20.4M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$20.2M
5
EWM
Evercore Wealth Management
New York
-$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
151
Orion Portfolio Solutions
Nebraska
$4.15M -$118K -5,334 -3%
AAS
152
Avantax Advisory Services
Texas
$4.12M +$1.78M +80,204 +76%
CCFM
153
Clear Creek Financial Management
Washington
$4.1M +$58.2K +2,626 +1%
AWM
154
AE Wealth Management
Kansas
$4.09M +$228K +10,293 +6%
CIBC World Market
155
CIBC World Market
Ontario, Canada
$4.08M +$178K +8,048 +5%
P
156
&Partners
Tennessee
$3.97M +$161K +7,263 +4%
PL
157
Parkwood LLC
Ohio
$3.95M – – –
MWM
158
Meridian Wealth Management
Kentucky
$3.95M -$37.5K -1,690 -0.9%
EAM
159
Erste Asset Management
Austria
$3.91M -$206K -9,200 -5%
RRA
160
Round Rock Advisors
Connecticut
$3.8M +$2.26M +102,211 +148%
JIC
161
Joel Isaacson & Co
New York
$3.79M +$64.2K +2,898 +2%
UIC
162
Uniplan Investment Counsel
Wisconsin
$3.79M -$147K -6,616 -4%
GFL
163
Granite FO LLC
New Hampshire
$3.76M -$162K -7,300 -4%
FFN
164
Focus Financial Network
Minnesota
$3.74M -$115K -5,211 -3%
GIC
165
Generali Investments CEE
Czech Republic
$3.72M +$3.72M +168,049 New
FMN
166
Financial Management Network
California
$3.71M +$3.71M +192,019 New
NRD
167
Nebula Research & Development
New York
$3.71M +$3.71M +167,272 New
TCBWMS
168
Texas Capital Bank Wealth Management Services
Texas
$3.7M +$270K +12,190 +8%
HWM
169
HB Wealth Management
Georgia
$3.65M -$276K -12,439 -7%
OWP
170
Obermeyer Wealth Partners
Colorado
$3.64M -$232K -10,457 -6%
SPC
171
Sigma Planning Corp
Michigan
$3.62M +$344K +15,528 +10%
MCM
172
Marathon Capital Management
Maryland
$3.61M +$6.54K +295 +0.2%
Comerica Bank
173
Comerica Bank
Texas
$3.61M -$20K -903 -0.6%
Brown Advisory
174
Brown Advisory
Maryland
$3.54M -$68.6K -3,095 -2%
Bank of New York Mellon
175
Bank of New York Mellon
New York
$3.54M +$455K +20,552 +15%
5 6
7
8 9