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ARDC

Are Dynamic Credit Allocation Fund

65 hedge funds and large institutions have $102M invested in Are Dynamic Credit Allocation Fund in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

10% more funds holding

Funds holding: 5965 (+6)

0.35% more ownership

Funds ownership: 30.13%30.49% (+0.35%)

0% more capital invested

Capital invested by funds: $102M → $102M (+$72.7K)

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
23
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
CoreCap Advisors
Michigan
$63.6K +$16.4K +1,136 +34%
WB
52
Webster Bank
Connecticut
$35.6K
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$25.3K +$26.1K +1,800 New
EWA
54
EverSource Wealth Advisors
Alabama
$22.4K +$7.79K +538 +51%
T2I
55
Turim 21 Investimentos
Brazil
$19.7K +$20.3K +1,403 New
FFWM
56
Future Financial Wealth Management
Ohio
$18.3K
BSB
57
Bangor Savings Bank
Maine
$17K +$17.5K +1,211 New
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$12.3K +$12.6K +871 New
MCM
59
MAI Capital Management
Ohio
$8.04K
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.97K +412 New
TPBG
61
Turning Point Benefit Group
Maryland
$5.38K +$5.55K +383 New
BWAM
62
Boyd Watterson Asset Management
Ohio
$3.87K
HWP
63
Highline Wealth Partners
California
$3.52K +$3.62K +250 New
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$464 +$478 +33 New
AssetMark Inc
65
AssetMark Inc
California
$98
Cohen & Steers
66
Cohen & Steers
New York
-$2.56M -180,212 Closed
SFS
67
Shaker Financial Services
Virginia
-$1.52M -106,790 Closed
SIA
68
Sit Investment Associates
Minnesota
-$621K -43,687 Closed
APW
69
Axim Planning & Wealth
Ohio
-$167K -11,755 Closed
EC
70
Elequin Capital
New York
-$79.2K -5,568 Closed
TSMHT
71
Thurston Springer Miller Herd & Titak
Indiana
-$9.13K -642 Closed
AAP
72
Arax Advisory Partners
Colorado
-$8.53K -600 Closed

ARDC Hedge Fund Activity: Q3 2025 in Review

65 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Are Dynamic Credit Allocation Fund (ARDC) for Q3 2025, worth a combined $102M — up 0.07% from $102M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ARDC positions and 7 closed out — a net gain of 6 holders — while 23 added to existing stakes and 17 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $3.02M. The largest seller was Cohen & Steers, exiting entirely with an estimated $2.56M sold.

  • 65 institutional investors held Are Dynamic Credit Allocation Fund (ARDC) as of Q3 2025, up from 59 in Q2 2025.
  • Funds reported $102M of Are Dynamic Credit Allocation Fund stock for Q3 2025, up 0.07% quarter-over-quarter.
  • 13 funds opened new Are Dynamic Credit Allocation Fund positions in Q3 2025 and 7 closed out, a net change of +6 holders.
  • The largest Are Dynamic Credit Allocation Fund buyer in Q3 2025 was Janney Montgomery Scott, an estimated $3.02M added.
  • The largest Are Dynamic Credit Allocation Fund seller in Q3 2025 was Cohen & Steers, an estimated $2.56M sold.

Based on aggregated 13F filings for Q3 2025.