Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ARES CAPITAL CORP (ARCC)

798 + Investors. Track Smart Money conviction in ARCC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +42
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — ARCC

Based on 784 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ARCC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
784 hedge funds hold ARCC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding ARCC is almost the same as a year ago (+17 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 55% buying

414 buying344 selling
Last quarter: 414 funds bought or added vs 344 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+73 vs last Q)

new funds entering per quarter
Funds opening a new ARCC position: 97 → 77 → 58 → 131. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 21% medium ■ 15% new
502 out of 784 hedge funds have held ARCC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +6%, value -66%

Value
-65%
Shares
+5%
Last quarter: funds added +6% more shares while total portfolio value only changed -66%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~131 new funds/quarter

114 → 97 → 77 → 58 → 131 new funds/Q
New funds entering each quarter: 97 → 77 → 58 → 131. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 11% 1-2yr ■ 22% new
Of 798 current holders: 535 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
28 of 784 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: ARCC

How many hedge funds hold ARCC — quarterly history vs. share price
Quarterly hedge fund ownership of ARCC vs. share price

Market Analysis: ARCC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ARCC

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

62 top-rated funds 13 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
4.5
/ 10
conviction
Hedge Fund Positioning: ARCC
2026 Q1 Stats Unlock in 22 days 798 + Investors

Track Smart Money conviction in ARCC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 798 756 5.56%
13F Shares 238M 225M 5.8%
Total Value $4.84B $14.07B -65.64%
New Positions 133 58 +75
Increased Positions 303 361 -58
Closed Positions 91 103 -12
Reduced Positions 265 223 +42
Total Calls 7 10 -30.0%
Total Puts 13 11 18.18%
PUT/CALL Ratio 1.86 1.1 Bearish

Statistics: ARCC

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

798 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ARCC. Verified SEC 13F-HR filings.

Top 25 institutional holders of ARCC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Muzinich & Co., Inc. 14.00% 2,220,399 $40.0M
2 Estate Planners Group, LLC 5.95% 678,831 $13.7M
3 FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 2.96% 295,154 $5.3M
4 Baugh & Associates, LLC 2.37% 304,122 $5.5M
5 Sound Income Strategies, LLC 2.28% 2,663,571 $47.2M
6 Prairiewood Capital, LLC 1.78% 341,678 $6.2M
7 Trinity Financial Advisors LLC 1.74% 338,391 $6.1M
8 Naviter Wealth, LLC 1.60% 708,827 $12.8M
9 TICINO WEALTH 1.36% 209,448 $3.9M
10 STABLEFORD CAPITAL II LLC 1.29% 192,164 $3.5M
11 SPINNAKER TRUST 1.27% 1,276,014 $23.0M
12 Granite FO LLC 1.26% 118,310 $2.1M
13 Cottage Street Advisors LLC 1.23% 157,536 $2.8M
14 Brendel Financial Advisors LLC 1.19% 133,598 $2.4M
15 DELPHI MANAGEMENT INC /MA/ 1.14% 52,981 —
16 Columbus Macro, LLC 1.12% 579,667 $10.4M
17 BROWN, LISLE/CUMMINGS, INC. 0.99% 219,475 $4.0M
18 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.96% 3,435,289 $61.9M
19 C2C Wealth Management, LLC 0.85% 55,850 $1.0M
20 CERTIOR FINANCIAL GROUP, LLC 0.83% 72,315 $1.3M
21 STRS OHIO 0.75% 10,500,000 $189.2M
22 Ayrshire Capital Management LLC 0.75% 80,366 $1.4M
23 ROMANO BROTHERS AND COMPANY 0.74% 363,846 $6.6M
24 Perennial Advisors, LLC 0.72% 236,129 $4.3M
25 TECTONIC ADVISORS LLC 0.71% 747,638 $13.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ARES CAPITAL CORP (ARCC)

What does the Smart Money Trend signal show for ARCC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ARCC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ARCC?

Slight buying edge — 55% buying: Last quarter: 414 funds bought or added vs 344 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ARCC holders?

Strong quality — 33% AUM from major funds: 28 of 784 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ARCC?

64% of holders stayed for 2+ years: 502 out of 784 hedge funds have held ARCC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.