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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
FM
151
Family Management
New York
$3.4M
WA
152
Waverly Advisors
Alabama
$3.36M
BAM
153
Bayview Asset Management
Florida
$3.34M
BAAM
154
Baker Avenue Asset Management
California
$3.33M
PL
155
Parkwood LLC
Ohio
$3.21M
PCA
156
Providence Capital Advisors
North Carolina
$3.14M
IP
157
Intellectus Partners
California
$3.1M
CIBC World Market
158
CIBC World Market
Ontario, Canada
$3.08M
Universal-Beteiligungs- und Servicegesellschaft
159
Universal-Beteiligungs- und Servicegesellschaft
Germany
$3.07M
IWM
160
IHT Wealth Management
Illinois
$3.03M
USCWA
161
U.S. Capital Wealth Advisors
Texas
$3.03M
JIC
162
Joel Isaacson & Co
New York
$3M
IAA
163
Independent Advisor Alliance
North Carolina
$2.98M
AWA
164
Arkadios Wealth Advisors
Georgia
$2.98M
MCM
165
Marathon Capital Management
Maryland
$2.98M
CSA
166
Cornerstone Select Advisors
Missouri
$2.95M
CWP
167
Curated Wealth Partners
California
$2.92M
Wealth Enhancement Advisory Services
168
Wealth Enhancement Advisory Services
Minnesota
$2.91M
FFA
169
Farther Finance Advisors
California
$2.87M
SPC
170
Sigma Planning Corp
Michigan
$2.85M
WC
171
Waterloo Capital
Texas
$2.84M
CSA
172
Cottage Street Advisors
Massachusetts
$2.84M
BP
173
BBR Partners
New York
$2.79M
GIC
174
Generali Investments CEE
Czech Republic
$2.78M
SW
175
SlateStone Wealth
Florida
$2.76M