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

$1.4000700064506e+154T

% of Float Held

—

QoQ Change in Holders

+15 / -2

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
FOUNDATIONS INVESTMENT ADVISORS, LLCNew Position+429K+$5.0M
Hennion & Walsh Asset Management, Inc.New Position+255K+$3.4M
Shaker Financial Services, LLCNew Position+244K+$3.3M
Janney Montgomery Scott LLCNew Position+232K+$3.0M
SIT INVESTMENT ASSOCIATES INCNew Position+299K+$3.0M
Huntleigh Advisors, Inc.New Position+217K+$2.9M
Capital Investment Advisors, LLCNew Position+191K+$2.5M
Logan Stone Capital, LLCNew Position+109K+$1.4M
WOLVERINE ASSET MANAGEMENT LLCNew Position+102K+$1.4M
NATIONS FINANCIAL GROUP INC, /IA/ /ADVNew Position+64K+$854K
Closed-End Fund Advisors, Inc.New Position+25K+$329K
E&G Advisors, LPNew Position+16K+$210K
Composition Wealth, LLCNew Position+15K+$199K
Founders Financial Alliance, LLCNew Position+11K+$140K
Camelot Portfolios, LLCNew Position+8K+$111K

ARDC — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
WELLS FARGO & COMPANY/MNDecreased-132K-$25.2B
Advisors Asset Management, Inc.Decreased-81K-$5.9B
United Advisor Group, LLCDecreased-2K-$4.9B
NWF Advisory Services Inc.Decreased-309K-$4.6B
STIFEL FINANCIAL CORPDecreased-7K-$2.7B
BANK OF AMERICA CORP /DE/Decreased-52K-$2.6B
Secure Asset Management, LLCDecreased-122K-$2.0B
Farther Finance Advisors, LLCDecreased-2K-$1.5B
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.Decreased-30K-$1.1B
OSAIC HOLDINGS, INC.Decreased-6K-$823.7M
Polar Asset Management Partners Inc.Closed Position-55K-$770.1M
Virtus Investment Advisers, LLCDecreased-12K-$710.7M
Newbridge Financial Services Group, Inc.Closed Position-29K-$408.2M
Cetera Investment AdvisersDecreased-3K-$405.1M
Cedar Wealth Management, LLCDecreased-17K-$294.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLS FARGO & COMPANY/MN1,095,786$14.0M0.00%Share
2WELLS FARGO & COMPANY/MN562,189$7.0M0.00%Share
3AdvisorNet Financial, Inc485,021$6.5M0.34%Share
4MORGAN STANLEY494,288$6.0M0.00%Share
5GUGGENHEIM CAPITAL LLC446,464$5.0M0.04%Share
6FOUNDATIONS INVESTMENT ADVISORS, LLC429,434$5.0M0.07%Share
7United Advisor Group, LLC349,997$4.7M0.58%Share
8Invesco Ltd.340,061$4.5M0.00%Share
9Advisors Asset Management, Inc.339,579$4.0M0.07%Share
10Hennion & Walsh Asset Management, Inc.255,119$3.4M0.12%Share
11Shaker Financial Services, LLC244,497$3.3M1.03%Share
12NewEdge Wealth, LLC243,984$3.2M0.04%Share
13SIT INVESTMENT ASSOCIATES INC298,905$3.0M0.06%Share
14Janney Montgomery Scott LLC232,230$3.0M0.01%Share
15Huntleigh Advisors, Inc.216,625$2.9M0.49%Share
16Capital Investment Advisors, LLC190,577$2.5M0.04%Share
17READYSTATE ASSET MANAGEMENT LP169,592$2.3M0.09%Share
18STIFEL FINANCIAL CORP182,201$2.0M0.00%Share
19Logan Stone Capital, LLC108,646$1.4M0.36%Share
20Farther Finance Advisors, LLC105,495$1.4M0.02%Share
21WOLVERINE ASSET MANAGEMENT LLC101,914$1.4M0.01%Share
22Curated Wealth Partners LLC87,908$1.2M0.13%Share
23BANK OF AMERICA CORP /DE/92,777$1.0M0.00%Share
24BALYASNY ASSET MANAGEMENT L.P.109,817$1.0M0.00%Share
25NATIONS FINANCIAL GROUP INC, /IA/ /ADV64,281$854K0.04%Share
26UBS Group AG42,569$566K0.00%Share
27Virtus Investment Advisers, LLC38,898$517K0.14%Share
28NWF Advisory Services Inc.30,950$411K0.05%Share
29Closed-End Fund Advisors, Inc.24,811$329K0.19%Share
30LANDSCAPE CAPITAL MANAGEMENT, L.L.C.22,987$305K0.02%Share
31Secure Asset Management, LLC19,050$253K0.04%Share
32E&G Advisors, LP15,796$210K0.05%Share
33Composition Wealth, LLC15,000$199K0.00%Share
34LANDSCAPE CAPITAL MANAGEMENT, L.L.C.12,858$171K0.01%Share
35Anfield Capital Management, LLC12,609$167K0.05%Share
36Founders Financial Alliance, LLC10,541$140K0.03%Share
37UBS Group AG10,000$133K0.00%Share
38LANDSCAPE CAPITAL MANAGEMENT, L.L.C.9,637$128K0.01%Share
39Camelot Portfolios, LLC8,400$111K0.07%Share
40GoalVest Advisory LLC7,000$93K0.02%Share
41Spire Wealth Management6,500$86K0.00%Share
42World Investment Advisors18,898$76K0.00%Share
43CoreCap Advisors, LLC4,074$54K0.00%Share
44Cedar Wealth Management, LLC4,026$53K0.02%Share
45EverSource Wealth Advisors, LLC2,552$33K0.00%Share
46WEBSTER BANK, N. A.2,531$33K0.00%Share
47Turim 21 Investimentos Ltda.1,332$17K0.01%Share
48NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO50$17K0.00%Share
49UBS Group AG1,263$16K0.00%Share
50Triumph Capital Management800$10K0.00%Share

ARDC Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202570$94.6M+22
Q3 202548$85.0B-5
Q2 202553$82.8B+1
Q1 202552$94.9B+8
Q4 202444$14.4T+7
Q3 202437$63.6T-3
Q2 202440$56.1T+7
Q1 202433$50.1T—

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As of Q4 2025, 50 institutional investors hold ARDC (ARES DYNAMIC CREDIT ALLOCATION FUND, INC.). The largest holder is WELLS FARGO & COMPANY/MN with $14.0M in shares. This quarter, 15 institutions opened new positions and 2 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 $14.0M in shares.

Is institutional ownership of ARDC increasing or decreasing?

This quarter, 15 institutions opened new positions in ARDC and 2 closed their positions.