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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 %
MA
451
MJP Associates
Connecticut
$570K -$16.1K -93 -3%
SSW
452
Stone Summit Wealth
Florida
$567K -$4.33K -25 -0.8%
VAS
453
Vestmark Advisory Solutions
Massachusetts
$559K -$134K -773 -19%
BIM
454
Bridges Investment Management
Nebraska
$559K +$6.06K +35 +1%
FFO
455
Fiduciary Family Office
Florida
$553K – – –
PPWP
456
Premier Path Wealth Partners
New Jersey
$549K +$8.49K +49 +2%
CIBC World Market
457
CIBC World Market
Ontario, Canada
$547K -$816K -4,714 -60%
BMCM
458
Bryn Mawr Capital Management
Pennsylvania
$541K +$1.39K +8 +0.3%
NYLIM
459
New York Life Investment Management
New York
$534K +$10.2K +59 +2%
FB
460
Fulton Bank
Pennsylvania
$531K -$25.3K -146 -5%
NGA
461
Naples Global Advisors
Florida
$525K – – –
Hudson Bay Capital Management
462
Hudson Bay Capital Management
Connecticut
$525K +$525K +3,030 New
KA
463
Klingman & Associates
New York
$524K +$67.9K +392 +15%
WIA
464
World Investment Advisors
California
$521K +$213K +1,232 +69%
CWM
465
Congress Wealth Management
Massachusetts
$512K +$26.9K +155 +6%
S
466
SignatureFD
Georgia
$511K +$75K +433 +17%
CFG
467
Certior Financial Group
Pennsylvania
$506K +$520 +3 +0.1%
BFA
468
Brown Financial Advisors
Ohio
$506K -$13.2K -76 -3%
IC
469
Iconiq Capital
California
$502K +$502K +2,896 New
BC
470
Bayforest Capital
United Kingdom
$497K -$133K -767 -21%
SFI
471
Siemens Fonds Invest
Germany
$493K +$118K +679 +31%
LWL
472
Leo Wealth LLC
Texas
$491K -$45.6K -263 -8%
BTWM
473
Baker Tilly Wealth Management
Wisconsin
$488K +$5.02K +29 +1%
IC
474
IEQ Capital
California
$483K +$33.8K +195 +8%
CCM
475
Cloud Capital Management
Washington
$479K +$565 +3 +0.1%
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