ARCC icon

Ares Capital
ARCC

Overview Fund Activity

818 hedge funds and large institutions have $5.18B invested in Ares Capital in 2024 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 342 increasing their positions, 197 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
+77
Holders Change %
+10.39%
% of All Funds
10.89%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.24%
New
136
Increased
342
Reduced
197
Closed
45
Calls
$68.2M
Puts
$204M
Net Calls
-$135M
Net Calls Change
-$94.6M

Top Buyers

1
VanEck Associates
1
VanEck Associates
New York
$310M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$58.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$325M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$93.4M
5
Bank of America
5
Bank of America
North Carolina
$174M

Top Sellers

1
IAIM
1
International Assets Investment Management
Florida
$4.02M
2
Invesco
2
Invesco
Georgia
$8.86M
3
State of Tennessee, Department of Treasury
3
State of Tennessee, Department of Treasury
Tennessee
$0
4
UBS AM
4
UBS AM
Illinois
$0
5
Ameriprise
5
Ameriprise
Minnesota
$81.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
176
CreativeOne Wealth
Kansas
$3.39M +$2.48M +113,272 +274%
CTI
177
Community Trust & Investment
Kentucky
$3.38M +$106K +4,831 +3%
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$3.37M +$18.4K +839 +0.5%
PCA
179
Providence Capital Advisors
North Carolina
$3.36M +$24.6K +1,126 +0.7%
CWP
180
Curated Wealth Partners
California
$3.35M – – –
PCM
181
Prelude Capital Management
New York
$3.29M +$3.29M +150,358 New
JF
182
Jump Financial
Illinois
$3.28M -$4.43M -202,524 -57%
USCWA
183
U.S. Capital Wealth Advisors
Texas
$3.26M +$173K +7,900 +6%
SPC
184
Sigma Planning Corp
Michigan
$3.24M +$110K +5,033 +4%
EE
185
EWG Elevate
California
$3.23M +$111K +5,089 +4%
IWM
186
IHT Wealth Management
Illinois
$3.22M +$89.4K +4,085 +3%
Truist Financial
187
Truist Financial
North Carolina
$3.16M +$195K +8,892 +7%
CWM
188
Congress Wealth Management
Massachusetts
$3.13M -$2.48M -113,075 -44%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$3.11M -$71.1K -3,250 -2%
Bank of New York Mellon
190
Bank of New York Mellon
New York
$3.05M +$259K +11,827 +9%
WC
191
Waterloo Capital
Texas
$3.03M +$200K +9,139 +7%
Ohio Public Employees Retirement System (OPERS)
192
Ohio Public Employees Retirement System (OPERS)
Ohio
$3M – – –
BAAM
193
Baker Avenue Asset Management
California
$3M +$109K +4,965 +4%
PIWA
194
Prevail Innovative Wealth Advisors
Kansas
$2.88M -$69.2K -3,161 -2%
CSA
195
Cornerstone Select Advisors
Missouri
$2.8M +$2.8M +128,132 New
RFA
196
Rollins Financial Advisors
New York
$2.74M +$882K +40,280 +47%
MCA
197
Magnolia Capital Advisors
Mississippi
$2.67M +$909K +41,519 +52%
Aberdeen Group
198
Aberdeen Group
United Kingdom
$2.66M +$1.81M +82,271 +211%
ATC
199
Argent Trust Co
Tennessee
$2.65M +$25.5K +1,165 +1%
Squarepoint
200
Squarepoint
New York
$2.63M -$184K -8,424 -7%
6 7
8
9 10