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Ares Capital
ARCC

Overview Fund Activity

815 hedge funds and large institutions have $4.8B invested in Ares Capital in 2025 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 326 increasing their positions, 263 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
815
Holders Change
-3
Holders Change %
-0.37%
% of All Funds
10.93%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.2%
New
77
Increased
326
Reduced
263
Closed
62
Calls
$97.5M
Puts
$173M
Net Calls
-$75.2M
Net Calls Change
-$30.5M

Top Buyers

1
Invesco
1
Invesco
Georgia
$78M
2
UBS Group
2
UBS Group
Switzerland
$155M
3
EWM
3
Evercore Wealth Management
New York
$36.6M
4
FGP
4
Freestone Grove Partners
California
$24.8M
5
Northern Trust
5
Northern Trust
Illinois
$23.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$356M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$6.96M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.17M
4
GAM
4
Generali Asset Management
Italy
$111M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$61.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
201
Brendel Financial Advisors
New Hampshire
$2.65M +$88.8K +4,041 +3%
EFS
202
Essex Financial Services
Connecticut
$2.63M +$20.6K +939 +0.8%
Squarepoint
203
Squarepoint
New York
$2.62M -$746K -33,951 -22%
IP
204
Intellectus Partners
California
$2.57M +$475K +21,648 +23%
MCA
205
Magnolia Capital Advisors
Mississippi
$2.54M -$228K -10,369 -8%
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$2.44M +$192K +8,732 +9%
JWCA
207
J.W. Cole Advisors
Florida
$2.4M +$293K +13,341 +14%
WT
208
Whittier Trust
California
$2.39M -$5.05K -230 -0.2%
PVM
209
Palogic Value Management
Texas
$2.37M +$29.8K +1,359 +1%
SWM
210
Sculati Wealth Management
Michigan
$2.36M -$87.6K -3,989 -4%
JIC
211
Johnson Investment Counsel
Ohio
$2.35M +$647K +29,443 +38%
WWA
212
WCG Wealth Advisors
Nevada
$2.34M +$2.34M +106,756 New
GWP
213
Gateway Wealth Partners
Wisconsin
$2.3M +$55.6K +2,531 +2%
UBP
214
Union Bancaire Privee
Switzerland
$2.26M +$109K +4,972 +5%
FFP
215
FourThought Financial Partners
Florida
$2.22M +$307K +13,986 +16%
JIP
216
Jaffetilchin Investment Partners
Florida
$2.21M -$119K -5,403 -5%
Ohio Public Employees Retirement System (OPERS)
217
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.2M – – –
CCM
218
Callodine Capital Management
Massachusetts
$2.2M – – –
STB
219
S&T Bank
Pennsylvania
$2.17M -$254K -11,551 -10%
NW
220
NewEdge Wealth
Pennsylvania
$2.11M -$99.3K -4,434 -5%
KPWS
221
Kestra Private Wealth Services
Texas
$2.09M -$160K -7,284 -7%
BTD
222
BankPlus Trust Department
Mississippi
$2.07M +$158K +7,181 +8%
NAM
223
Nissay Asset Management
Japan
$2.07M -$261K -11,873 -11%
WSFS
224
Wilmington Savings Fund Society
Delaware
$2.03M – – –
UAG
225
United Advisor Group
Ohio
$2.03M -$3.69K -168 -0.2%
7 8
9
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