Ares Dynamic Credit Allocation Fund is a publicly traded company on NYSE. As of Q3 2025, 61 institutional investors hold shares in this company, with total holdings valued at $97.5M. WELLS FARGO & COMPANY/MN is the largest holder with a position valued at $25.2M.
Overview of institutional ownership in ARDC as of Q3 2025
Institutions with the largest positions in ARDC as of Q3 2025
| Institution | Position Value |
|---|---|
WELLS FARGO & COMPANY/MN Institution | $25.2M 0.01% of portfolio |
MORGAN STANLEY RIA/Wealth | $6.8M 0.00% of portfolio |
Advisors Asset Management, Inc. ETF Provider | $5.9M 0.10% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $5.2M 0.04% of portfolio |
Foundations Investment Advisors, LLC RIA/Wealth | $5.2M 0.08% of portfolio |
United Advisor Group, LLC RIA/Wealth | $5.0M 0.67% of portfolio |
Invesco Ltd. ETF Provider | $4.6M 0.00% of portfolio |
A AdvisorNet Financial, Inc Institution | $4.5M 0.25% of portfolio |
Hennion & Walsh Asset Management, Inc. RIA/Wealth | $3.7M 0.14% of portfolio |
Huntleigh Advisors, Inc. RIA/Wealth | $3.0M 0.52% of portfolio |
Institutional buying and selling activity for ARDC in Q3 2025
| Institution | Net Bought |
|---|---|
WELLS FARGO & COMPANY/MN Institution | +$1.5M +106.6K shares |
A AdvisorNet Financial, Inc Institution | +$1.2M +84.0K shares |
N NewEdge Wealth, LLC Institution | +$1.2M +83.9K shares |
Advisors Asset Management, Inc. ETF Provider | +$651.8K +46.3K shares |
MORGAN STANLEY RIA/Wealth | +$621.3K +44.2K shares |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | +$444.4K +31.6K shares |
OPPENHEIMER & CO INC RIA/Wealth | +$401.2K +28.5K shares |
Invesco Ltd. ETF Provider | +$398.7K +28.3K shares |
J JANE STREET GROUP, LLC Institution | +$392.2K +27.9K shares |
Hennion & Walsh Asset Management, Inc. RIA/Wealth | +$361.4K +25.7K shares |
| Institution | Net Sold |
|---|---|
S STIFEL FINANCIAL CORP Long Only Manager | −$1.6M −114.0K shares |
Shaker Financial Services, LLC RIA/Wealth | −$1.5M −106.8K shares |
BANK OF AMERICA CORP /DE/ Institution | −$891.6K −63.4K shares |
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$770.0K −54.7K shares |
R READYSTATE ASSET MANAGEMENT LP Hedge Fund•Multi-Strategy | −$744.9K −52.9K shares |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Market Neutral | −$656.1K −46.6K shares |
S Secure Asset Management, LLC RIA/Wealth | −$510.8K −36.4K shares |
Farther Finance Advisors, LLC RIA/Wealth | −$421.6K −30.0K shares |
Miracle Mile Advisors, LLC RIA/Wealth | −$281.4K −20.0K shares |
G GUGGENHEIM CAPITAL LLC Institution | −$175.1K −12.4K shares |
Institutions that initiated new positions or completely exited ARDC in Q3 2025
| Institution | Position Value |
|---|---|
Q QTR Family Wealth, LLC RIA/Wealth | $204.0K 14.5K shares |
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy | $187.8K 13.3K shares |
Triumph Capital Management RIA/Wealth | $22.5K 1.6K shares |
Turim 21 Investimentos Ltda. RIA/Wealth | $19.7K 1.4K shares |
B Bangor Savings Bank Institution | $17.0K 1.2K shares |
T Turning Point Benefit Group, Inc. Institution | $5.4K 383.0 shares |
HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $3.5K 250.0 shares |
SIT INVESTMENT ASSOCIATES INC Long Only Manager | - - shares |
COHEN & STEERS INC Institution | - - shares |
| Institution | Previous Position |
|---|---|
Shaker Financial Services, LLC RIA/Wealth | $1.5M 106.8K shares |
Axim Planning & Wealth RIA/Wealth | $167.2K 11.8K shares |
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy | $79.2K 5.6K shares |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | $9.1K 642.0 shares |
SRS Capital Advisors, Inc. RIA/Wealth | $8.5K 600.0 shares |
SIT INVESTMENT ASSOCIATES INC Long Only Manager | - 43.7K shares |
COHEN & STEERS INC Institution | - 180.2K shares |
Institutions with the largest Call and Put options positions in ARDC as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with ARDC as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
United Advisor Group, LLC RIA/Wealth | 0.67% $5.0M |
Huntleigh Advisors, Inc. RIA/Wealth | 0.52% $3.0M |
S Secure Asset Management, LLC RIA/Wealth | 0.33% $2.0M |
A AdvisorNet Financial, Inc Institution | 0.25% $4.5M |
V Virtus Investment Advisers, Inc. Institution | 0.20% $711.2K |
Curated Wealth Partners LLC Family Office | 0.15% $1.2M |
Hennion & Walsh Asset Management, Inc. RIA/Wealth | 0.14% $3.7M |
Advisors Asset Management, Inc. ETF Provider | 0.10% $5.9M |
Q QTR Family Wealth, LLC RIA/Wealth | 0.10% $204.0K |
Cedar Wealth Management, LLC RIA/Wealth | 0.09% $294.4K |
Discover hedge funds investing in ARDC

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $1.1B | 2.29% | |
Software - Infrastructure Technology | $1.1B | 2.23% | |
Semiconductors Technology | $905.7M | 1.88% |
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