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Ares Management
ARES

Overview Fund Activity

727 hedge funds and large institutions have $26.7B invested in Ares Management in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 320 increasing their positions, 203 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
9.88%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
110
Increased
320
Reduced
203
Closed
91
Calls
$74.6M
Puts
$198M
Net Calls
-$123M
Net Calls Change
-$104M

Top Buyers

1
AM
AGF Management
Ontario, Canada
+$224M
2
Capital World Investors
Capital World Investors
California
+$170M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$141M
4
Bank of America
Bank of America
North Carolina
+$117M
5
Franklin Resources
Franklin Resources
California
+$101M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$259M
2
Citadel Advisors
Citadel Advisors
Florida
-$113M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$103M
4
BP
BNP Paribas
France
-$86.6M
5
Millennium Management
Millennium Management
New York
-$78.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
451
Baird Financial Group
Wisconsin
$481K -$2.93K -20 -0.6%
FB
452
Fulton Bank
Pennsylvania
$471K -$173K -1,179 -27%
BIM
453
Bridges Investment Management
Nebraska
$468K +$32K +218 +7%
FFO
454
Fiduciary Family Office
Florida
$468K +$468K +3,191 New
JIC
455
Joel Isaacson & Co
New York
$463K +$3.67K +25 +0.8%
PPWP
456
Premier Path Wealth Partners
New Jersey
$458K +$47.5K +324 +12%
BMCM
457
Bryn Mawr Capital Management
Pennsylvania
$457K +$457K +3,114 New
SFA
458
Sequoia Financial Advisors
Ohio
$456K +$18.6K +127 +4%
LWL
459
Leo Wealth LLC
Texas
$454K +$13.6K +93 +3%
MLM
460
Mount Lucas Management
Pennsylvania
$446K +$446K +3,042 New
NGA
461
Naples Global Advisors
Florida
$444K -$11K -75 -2%
NYLIM
462
New York Life Investment Management
New York
$443K +$443K +3,024 New
BFA
463
Brown Financial Advisors
Ohio
$440K +$27.4K +187 +7%
PA
464
Pinnacle Associates
New York
$438K +$148K +1,007 +51%
Carson Wealth (CWM LLC)
465
Carson Wealth (CWM LLC)
Nebraska
$432K +$37.8K +258 +10%
CFG
466
Certior Financial Group
Pennsylvania
$428K +$3.08K +21 +0.7%
RRA
467
Round Rock Advisors
Connecticut
$421K +$230K +1,566 +120%
CFG
468
Copley Financial Group
California
$419K -$16.4K -112 -4%
CCA
469
Catalyst Capital Advisors
New York
$416K -$1.61K -11 -0.4%
BIG
470
Brookwood Investment Group
Arizona
$415K +$415K +2,831 New
CWM
471
Congress Wealth Management
Massachusetts
$411K +$411K +2,801 New
BTWM
472
Baker Tilly Wealth Management
Wisconsin
$409K +$3.81K +26 +0.9%
SCP
473
Stamos Capital Partners
California
$407K +$407K +2,774 New
CA
474
Clearstead Advisors
Ohio
$397K +$214K +1,459 +117%
AP
475
Americana Partners
Texas
$397K -$73.2K -499 -16%
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