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Ares Management

827 hedge funds and large institutions have $33.6B invested in Ares Management in 2025 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 314 increasing their positions, 242 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more funds holding in top 10

Funds holding in top 10: 817 (+9)

69% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 101

30% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 242

10% more capital invested

Capital invested by funds: $30.6B → $33.6B (+$2.92B)

7.08% more ownership

Funds ownership: 88.87%95.95% (+7.1%)

7% more funds holding

Funds holding: 774827 (+53)

11% less call options, than puts

Call options by funds: $309M | Put options by funds: $347M

Holders
827
Holders Change
+53
Holders Change %
+6.85%
% of All Funds
10.06%
Holding in Top 10
17
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+112.5%
% of All Funds
0.21%
New
171
Increased
314
Reduced
242
Closed
101
Calls
$309M
Puts
$347M
Net Calls
-$37.9M
Net Calls Change
+$33.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
451
Frank Rimerman Advisors
California
$732K +$6.08K +39 +0.9%
EGA
452
Eagle Global Advisors
Texas
$727K
OAM
453
Ostrum Asset Management
France
$727K +$21.7K +139 +3%
ZF
454
Zhang Financial
Michigan
$727K +$228K +1,463 +48%
AWM
455
Atticus Wealth Management
Florida
$726K +$2.34K +15 +0.3%
JIC
456
Joel Isaacson & Co
New York
$724K +$4.05K +26 +0.6%
OL
457
Odyssean LLC
Connecticut
$724K +$698K +4,480 New
AWA
458
Argos Wealth Advisors
California
$720K +$694K +4,457 New
AO
459
Advisor OS
Illinois
$716K -$36.8K -236 -5%
HI
460
Horizon Investments
North Carolina
$715K +$689K +4,422 New
JSAM
461
J. Safra Asset Management
New York
$713K +$127K +817 +23%
BIM
462
Bridges Investment Management
Nebraska
$713K +$186K +1,192 +37%
BIAS
463
Beacon Investment Advisory Services
New Jersey
$707K
GSEP
464
Golden State Equity Partners
California
$706K -$77K -494 -10%
JSC
465
Jackson Square Capital
California
$705K -$34.9K -224 -5%
FTWA
466
Fifth Third Wealth Advisors
Ohio
$705K +$147K +943 +28%
SB
467
Strategic Blueprint
Georgia
$692K +$6.7K +43 +1%
TE
468
Tema ETFs
New York
$690K +$666K +4,272 New
EH
469
Equitable Holdings
New York
$688K -$119K -762 -15%
NG
470
Norden Group
Utah
$686K -$25.9K -166 -4%
HCA
471
Harbor Capital Advisors
Illinois
$650K -$1.09K -7 -0.2%
BIG
472
Brooklyn Investment Group
New York
$644K +$371K +2,383 +167%
GWMR
473
GC Wealth Management RIA
Massachusetts
$622K +$349K +2,242 +140%
AP
474
Americana Partners
Texas
$622K -$63.7K -409 -10%
CBT
475
CoreFirst Bank & Trust
Kansas
$621K