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Ares Management
ARES

Overview Fund Activity

756 hedge funds and large institutions have $33.2B invested in Ares Management in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 310 increasing their positions, 261 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+28
Holders Change %
+3.85%
% of All Funds
10.14%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.23%
New
107
Increased
310
Reduced
261
Closed
69
Calls
$129M
Puts
$331M
Net Calls
-$202M
Net Calls Change
-$79.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.08B
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.63B
3
Franklin Resources
Franklin Resources
California
$973M
4
VVP
Vulcan Value Partners
Alabama
$217M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$162M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.19B
3
Invesco
Invesco
Georgia
$267M
4
Marshall Wace
Marshall Wace
United Kingdom
$26.9M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$794M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
376
Integrated Wealth Concepts
Massachusetts
$968K +$279K +1,608 +40%
FFA
377
Farther Finance Advisors
California
$967K -$73.8K -426 -7%
BHPW
378
Beverly Hills Private Wealth
California
$948K +$357K +2,059 +60%
RZH
379
Relyea Zuckerberg Hanson
Connecticut
$945K +$4.68K +27 +0.5%
TW
380
TritonPoint Wealth
Maryland
$929K +$23.6K +136 +3%
CIA
381
Concurrent Investment Advisors
Florida
$922K -$655K -3,779 -42%
HWM
382
HB Wealth Management
Georgia
$920K +$67.4K +389 +8%
EFG
383
Everhart Financial Group
Ohio
$914K -$49.2K -284 -5%
I
384
InceptionR
California
$913K +$913K +5,273 New
NEI
385
Northwest & Ethical Investments
Ontario, Canada
$911K +$124K +714 +16%
CC
386
Centiva Capital
New York
$909K +$909K +5,249 New
MA
387
Mutual Advisors
Nebraska
$905K -$56.4K -303 -6%
FW
388
FullCircle Wealth
Texas
$903K +$237K +1,258 +36%
AO
389
Advisor OS
Illinois
$889K -$17.8K -103 -2%
KRSITF
390
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$871K -$60.4K -349 -6%
CGIM
391
Cannon Global Investment Management
Florida
$866K +$866K +5,000 New
ACH
392
ArrowMark Colorado Holdings
Colorado
$866K – – –
IMCOOI
393
Investment Management Corp of Ontario (IMCO)
Canada
$858K -$69.3K -400 -7%
PPW
394
Parcion Private Wealth
Washington
$845K -$53.2K -307 -6%
CAG
395
Csenge Advisory Group
Florida
$839K +$839K +5,068 New
Carson Wealth (CWM LLC)
396
Carson Wealth (CWM LLC)
Nebraska
$835K +$324K +1,870 +63%
Bessemer Group
397
Bessemer Group
New Jersey
$831K +$76.5K +442 +10%
GSEP
398
Golden State Equity Partners
California
$823K +$45.7K +264 +6%
DWT
399
Dorsey & Whitney Trust
South Dakota
$820K -$5.02K -29 -0.6%
GAM
400
Guinness Asset Management
United Kingdom
$819K +$18.9K +109 +2%
14 15
16
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