Who Owns ARES DYNAMIC CREDIT ALLOCATION FUND, INC. (ARDC)?Hedge Fund & Institutional Holders

$12.13-0.12 (-0.98%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.4000000700000064e+260T

% of Float Held

QoQ Change in Holders

+12 / -3

Price History

$12.22$13.07$13.92$14.77$15.62Sep 24Jun 25Mar 26

ARDC — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Hennion & Walsh Asset Management, Inc.New Position+255K+$3.4B
Shaker Financial Services, LLCNew Position+244K+$3.3B
Huntleigh Advisors, Inc.New Position+217K+$2.9B
Capital Investment Advisors, LLCNew Position+191K+$2.5B
AdvisorNet Financial, IncIncreased+166K+$2.0B
Logan Stone Capital, LLCNew Position+109K+$1.4B
WOLVERINE ASSET MANAGEMENT LLCNew Position+102K+$1.4B
BALYASNY ASSET MANAGEMENT L.P.Increased+96K+$812.2M
E&G Advisors, LPNew Position+16K+$210.0M
Founders Financial Alliance, LLCNew Position+11K+$140.0M
Camelot Portfolios, LLCNew Position+8K+$111.0M
GoalVest Advisory LLCNew Position+7K+$93.0M
UBS Group AGIncreased+9K+$90.8M
Spire Wealth ManagementNew Position+7K+$86.0M
CoreCap Advisors, LLCNew Position+4K+$54.0M

ARDC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
WELLS FARGO & COMPANY/MNDecreased-132K-$4.2B
NWF Advisory Services Inc.Decreased-309K-$4.2B
Advisors Asset Management, Inc.Decreased-81K-$1.9B
OSAIC HOLDINGS, INC.Decreased-6K-$823.7M
Polar Asset Management Partners Inc.Closed Position-55K-$770.1M
STIFEL FINANCIAL CORPDecreased-7K-$662.5M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.Decreased-30K-$452.0M
Newbridge Financial Services Group, Inc.Closed Position-29K-$408.2M
Cetera Investment AdvisersDecreased-3K-$405.1M
United Advisor Group, LLCDecreased-2K-$296.6M
NewEdge Advisors, LLCDecreased-700-$286.2M
Cedar Wealth Management, LLCDecreased-17K-$241.4M
Virtus Investment Advisers, LLCDecreased-12K-$194.2M
Farther Finance Advisors, LLCDecreased-2K-$105.7M
Future Financial Wealth Managment LLCClosed Position-1K-$18.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLS FARGO & COMPANY/MN1,095,786$14.0B0.00%Share
2WELLS FARGO & COMPANY/MN562,189$7.0B0.00%Share
3AdvisorNet Financial, Inc485,021$6.5B0.34%Share
4GUGGENHEIM CAPITAL LLC446,464$5.0B0.04%Share
5United Advisor Group, LLC349,997$4.7B0.58%Share
6Invesco Ltd.340,061$4.5B0.00%Share
7Advisors Asset Management, Inc.339,579$4.0B0.07%Share
8Hennion & Walsh Asset Management, Inc.255,119$3.4B0.12%Share
9Shaker Financial Services, LLC244,497$3.3B1.03%Share
10Huntleigh Advisors, Inc.216,625$2.9B0.49%Share
11Capital Investment Advisors, LLC190,577$2.5B0.04%Share
12STIFEL FINANCIAL CORP182,201$2.0B0.00%Share
13Logan Stone Capital, LLC108,646$1.4B0.36%Share
14Farther Finance Advisors, LLC105,495$1.4B0.02%Share
15WOLVERINE ASSET MANAGEMENT LLC101,914$1.4B0.01%Share
16Curated Wealth Partners LLC87,908$1.2B0.13%Share
17BALYASNY ASSET MANAGEMENT L.P.109,817$1.0B0.00%Share
18BANK OF AMERICA CORP /DE/92,777$1.0B0.00%Share
19UBS Group AG42,569$566.0M0.00%Share
20Virtus Investment Advisers, LLC38,898$517.0M0.14%Share
21NWF Advisory Services Inc.30,950$411.0M0.05%Share
22LANDSCAPE CAPITAL MANAGEMENT, L.L.C.22,987$305.0M0.02%Share
23E&G Advisors, LP15,796$210.0M0.05%Share
24LANDSCAPE CAPITAL MANAGEMENT, L.L.C.12,858$171.0M0.01%Share
25Anfield Capital Management, LLC12,609$167.0M0.05%Share
26Founders Financial Alliance, LLC10,541$140.0M0.03%Share
27UBS Group AG10,000$133.0M0.00%Share
28LANDSCAPE CAPITAL MANAGEMENT, L.L.C.9,637$128.0M0.01%Share
29Camelot Portfolios, LLC8,400$111.0M0.07%Share
30GoalVest Advisory LLC7,000$93.0M0.02%Share
31Spire Wealth Management6,500$86.0M0.00%Share
32CoreCap Advisors, LLC4,074$54.0M0.00%Share
33Cedar Wealth Management, LLC4,026$53.0M0.02%Share
34UBS Group AG1,263$16.0M0.00%Share
35Triumph Capital Management800$10.0M0.00%Share
36MORGAN STANLEY494,288$6.0M0.00%Share
37NewEdge Wealth, LLC243,984$3.2M0.00%Share
38HIGHLINE WEALTH PARTNERS LLC250$3.0M0.00%Share
39SIT INVESTMENT ASSOCIATES INC298,905$3.0M0.06%Share
40Janney Montgomery Scott LLC232,230$3.0M0.01%Share
41BOYD WATTERSON ASSET MANAGEMENT LLC/OH275$3.0M0.00%Share
42READYSTATE ASSET MANAGEMENT LP169,592$2.3M0.09%Share
43Closed-End Fund Advisors, Inc.24,811$329K0.19%Share
44Secure Asset Management, LLC19,050$253K0.04%Share
45Composition Wealth, LLC15,000$199K0.00%Share
46World Investment Advisors18,898$76K0.00%Share
47WEBSTER BANK, N. A.2,531$33K0.00%Share
48EverSource Wealth Advisors, LLC2,552$33K0.00%Share
49NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO50$17K0.00%Share
50Turim 21 Investimentos Ltda.1,332$17K0.01%Share

ARDC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202570$70.3B+22
Q3 202548$72.9B-5
Q2 202553$78.9B+1
Q1 202552$91.0B+8
Q4 202444$599.2B+7
Q3 202437$1.1T-3
Q2 202440$1.5T+7
Q1 202433$887.3B

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold ARDC (ARES DYNAMIC CREDIT ALLOCATION FUND, INC.). The largest holder is WELLS FARGO & COMPANY/MN with $14.0B in shares. This quarter, 12 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own ARDC?

As of Q4 2025, 50 institutional investors report holding ARDC (ARES DYNAMIC CREDIT ALLOCATION FUND, INC.) in their 13F filings.

Who is the largest institutional holder of ARDC?

The largest institutional holder of ARDC is WELLS FARGO & COMPANY/MN with $14.0B in shares.

Is institutional ownership of ARDC increasing or decreasing?

This quarter, 12 institutions opened new positions in ARDC and 3 closed their positions.