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Ares Management

767 hedge funds and large institutions have $30.6B invested in Ares Management in 2025 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 317 increasing their positions, 238 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

8% less capital invested

Capital invested by funds: $33.2B → $30.6B (-$2.58B)

27% less call options, than puts

Call options by funds: $194M | Put options by funds: $266M

53% less funds holding in top 10

Funds holding in top 10: 178 (-9)

Holders
767
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$194M
Puts
$266M
Net Calls
Net Calls Change

Top Sellers

1 -$586M
2 -$219M
3 -$110M
4
Brown Advisory
Brown Advisory
Maryland
-$104M
5
UBS AM
UBS AM
Illinois
-$74.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PPWP
476
Premier Path Wealth Partners
New Jersey
$488K
JF
477
Jump Financial
Illinois
$485K
ZF
478
Zhang Financial
Michigan
$485K
PFG
479
PAX Financial Group
Texas
$485K
S
480
SignatureFD
Georgia
$484K
SFI
481
Siemens Fonds Invest
Germany
$481K
BTWM
482
Baker Tilly Wealth Management
Wisconsin
$460K
LWL
483
Leo Wealth LLC
Texas
$452K
Robeco Institutional Asset Management
484
Robeco Institutional Asset Management
Netherlands
$451K
CG
485
Cynosure Group
Utah
$444K
CFG
486
Certior Financial Group
Pennsylvania
$442K
MA
487
MJP Associates
Connecticut
$441K
BAM
488
Blueshift Asset Management
New Jersey
$440K
QCM
489
QRG Capital Management
Illinois
$437K
TWM
490
Trueblood Wealth Management
Ohio
$436K
CA
491
Clearstead Advisors
Ohio
$434K
BIG
492
Brookwood Investment Group
Arizona
$426K
VWM
493
Venturi Wealth Management
Texas
$425K
KA
494
Klingman & Associates
New York
$415K
USCWA
495
U.S. Capital Wealth Advisors
Texas
$413K
RIP
496
Reliant Investment Partners
North Carolina
$412K
OAM
497
Oxford Asset Management
United Kingdom
$409K
GC
498
Gilbert & Cook
Iowa
$408K
CCM
499
Cloud Capital Management
Washington
$407K
MLM
500
Mount Lucas Management
Pennsylvania
$405K