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Ares Capital

835 hedge funds and large institutions have $4.84B invested in Ares Capital in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 333 increasing their positions, 266 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 63

25% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 266

1% more funds holding

Funds holding: 828835 (+7)

1% more capital invested

Capital invested by funds: $4.81B → $4.84B (+$36M)

0.42% more ownership

Funds ownership: 31.72%32.14% (+0.42%)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

44% less call options, than puts

Call options by funds: $97.5M | Put options by funds: $173M

Holders
835
Holders Change
+7
Holders Change %
+0.85%
% of All Funds
10.99%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.21%
New
81
Increased
333
Reduced
266
Closed
63
Calls
$97.5M
Puts
$173M
Net Calls
-$75.2M
Net Calls Change
-$30.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
176
IHT Wealth Management
Illinois
$3.38M +$122K +5,742 +4%
SPC
177
Sigma Planning Corp
Michigan
$3.37M -$217K -10,211 -6%
CWP
178
Curated Wealth Partners
California
$3.36M
Bank of New York Mellon
179
Bank of New York Mellon
New York
$3.33M -$173K -8,156 -5%
Balyasny Asset Management
180
Balyasny Asset Management
Illinois
$3.31M -$6.9M -324,287 -68%
USCWA
181
U.S. Capital Wealth Advisors
Texas
$3.3M +$2.17K +102 +0.1%
CTI
182
Community Trust & Investment
Kentucky
$3.3M +$9.65K +454 +0.3%
Comerica Bank
183
Comerica Bank
Texas
$3.28M -$287K -13,491 -8%
JF
184
Jump Financial
Illinois
$3.27M +$2.91M +136,916 +1,122%
BLC
185
Brown, Lisle/Cummings
Rhode Island
$3.21M +$288K +13,566 +10%
WC
186
Waterloo Capital
Texas
$3.19M +$16.4K +771 +0.5%
BAAM
187
Baker Avenue Asset Management
California
$3.16M +$101K +4,748 +3%
BCV
188
Banque Cantonale Vaudoise
Switzerland
$3.16M
ATC
189
Argent Trust Co
Tennessee
$3.05M +$295K +13,889 +11%
IC
190
IEQ Capital
California
$3.04M +$46.2K +2,174 +2%
CSA
191
Cornerstone Select Advisors
Missouri
$3.03M -$67.8K -3,187 -2%
CW
192
CreativeOne Wealth
Kansas
$3.03M -$428K -20,110 -13%
Brown Advisory
193
Brown Advisory
Maryland
$3.02M -$478K -22,459 -14%
HWM
194
HB Wealth Management
Georgia
$2.95M -$645K -30,340 -18%
TG
195
TCW Group
California
$2.9M -$12.4M -582,693 -81%
LFG
196
Larson Financial Group
Missouri
$2.87M +$250K +11,749 +10%
NA
197
NewEdge Advisors
Louisiana
$2.86M +$225K +10,596 +9%
Aberdeen Group
198
Aberdeen Group
United Kingdom
$2.85M +$89.9K +4,226 +3%
NFSG
199
Newbridge Financial Services Group
Florida
$2.81M +$2.72M +127,969 New
TFCM
200
Taylor Frigon Capital Management
Arizona
$2.77M +$465K +21,847 +21%

ARCC Hedge Fund Activity: Q2 2025 in Review

835 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Ares Capital (ARCC) for Q2 2025, worth a combined $4.84B — up 0.75% from $4.81B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new ARCC positions and 63 closed out — a net gain of 18 holders — while 333 added to existing stakes and 266 trimmed.

The largest buyer was Invesco, adding an estimated $67.4M. The largest seller was Morgan Stanley, cutting an estimated $28.2M.

  • 835 institutional investors held Ares Capital (ARCC) as of Q2 2025, up from 828 in Q1 2025.
  • Funds reported $4.84B of Ares Capital stock for Q2 2025, up 0.75% quarter-over-quarter.
  • 81 funds opened new Ares Capital positions in Q2 2025 and 63 closed out, a net change of +18 holders.
  • The largest Ares Capital buyer in Q2 2025 was Invesco, an estimated $67.4M added.
  • The largest Ares Capital seller in Q2 2025 was Morgan Stanley, an estimated $28.2M sold.

Based on aggregated 13F filings for Q2 2025.