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ARDC

Are Dynamic Credit Allocation Fund

71 hedge funds and large institutions have $108M invested in Are Dynamic Credit Allocation Fund in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

9% more funds holding

Funds holding: 6571 (+6)

6% more capital invested

Capital invested by funds: $102M → $108M (+$5.85M)

3.6% more ownership

Funds ownership: 30.49%34.09% (+3.6%)

4% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 23

Holders
71
Holders Change
+6
Holders Change %
+9.23%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
22
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CP
51
Camelot Portfolios
Ohio
$112K +$114K +8,400 New
FDCDDQ
52
Federation des caisses Desjardins du Quebec
Quebec, Canada
$101K
GA
53
GoalVest Advisory
New York
$93.1K
SWM
54
Spire Wealth Management
Virginia
$86.5K
CA
55
CoreCap Advisors
Michigan
$54.2K -$6K -443 -10%
CWM
56
Cedar Wealth Management
California
$53.5K -$229K -16,901 -81%
EWA
57
EverSource Wealth Advisors
Alabama
$33.9K +$13K +957 +60%
WB
58
Webster Bank
Connecticut
$33.7K
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$27K +$27.1K +2,000 +6,061%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$23.9K
T2I
61
Turim 21 Investimentos
Brazil
$17.7K -$962 -71 -5%
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$11.2K -$393 -29 -3%
TCM
63
Triumph Capital Management
Colorado
$10.6K +$10.8K +800 New
NWMP
64
Noble Wealth Management PBC
Colorado
$6.65K +$6.78K +500 New
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$6K +$136 +10 +2%
HI
66
Harbour Investments
Wisconsin
$4.13K +$4.21K +311 New
BWAM
67
Boyd Watterson Asset Management
Ohio
$3.66K
Jones Financial Companies
68
Jones Financial Companies
Missouri
$3.57K +$3.63K +268 New
HWP
69
Highline Wealth Partners
California
$3.33K
MCM
70
MAI Capital Management
Ohio
$754 -$6.98K -515 -90%
AssetMark Inc
71
AssetMark Inc
California
$93
VF
72
Virtu Financial
New York
-$786K -55,893 Closed
PAMP
73
Polar Asset Management Partners
Ontario, Canada
-$770K -54,731 Closed
NFSG
74
Newbridge Financial Services Group
Florida
-$408K -29,013 Closed
OC
75
Oppenheimer & Co
New York
-$401K -28,515 Closed

ARDC Hedge Fund Activity: Q4 2025 in Review

71 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Are Dynamic Credit Allocation Fund (ARDC) for Q4 2025, worth a combined $108M — up 5.7% from $102M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new ARDC positions and 9 closed out — a net gain of 6 holders — while 22 added to existing stakes and 23 trimmed.

The largest buyer was Sit Investment Associates, opening a new position worth an estimated $4.05M. The largest seller was Wells Fargo, cutting an estimated $1.79M.

  • 71 institutional investors held Are Dynamic Credit Allocation Fund (ARDC) as of Q4 2025, up from 65 in Q3 2025.
  • Funds reported $108M of Are Dynamic Credit Allocation Fund stock for Q4 2025, up 5.7% quarter-over-quarter.
  • 15 funds opened new Are Dynamic Credit Allocation Fund positions in Q4 2025 and 9 closed out, a net change of +6 holders.
  • The largest Are Dynamic Credit Allocation Fund buyer in Q4 2025 was Sit Investment Associates, an estimated $4.05M added.
  • The largest Are Dynamic Credit Allocation Fund seller in Q4 2025 was Wells Fargo, an estimated $1.79M sold.

Based on aggregated 13F filings for Q4 2025.