We are live on ! Find out more
ARES icon

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
KL
476
KWMG LLC
Kansas
$621K -$7.63K -49 -1%
DWT
477
Dorsey & Whitney Trust
South Dakota
$620K +$5.92K +38 +1%
PCS
478
Personal CFO Solutions
New Jersey
$614K +$1.4K +9 +0.2%
Verition Fund Management
479
Verition Fund Management
Connecticut
$604K -$2.84M -18,222 -83%
CAM
480
Close Asset Management
United Kingdom
$603K
AWM
481
Aries Wealth Management
Maine
$602K -$11.2K -72 -2%
AGWCA
482
Annis Gardner Whiting Capital Advisors
Florida
$595K +$275K +1,764 +92%
CCM
483
Coldstream Capital Management
Washington
$591K +$253K +1,627 +80%
GS
484
GTS Securities
New York
$591K +$277K +1,777 +95%
Baird Financial Group
485
Baird Financial Group
Wisconsin
$589K -$6.7K -43 -1%
AM
486
AGF Management
Ontario, Canada
$582K
IC
487
IEQ Capital
California
$582K -$7.01K -45 -1%
GC
488
Guggenheim Capital
Illinois
$580K +$559K +3,591 New
BMCM
489
Bryn Mawr Capital Management
Pennsylvania
$568K +$2.34K +15 +0.4%
PAG
490
Private Advisor Group
New Jersey
$567K -$39.3K -252 -7%
KI
491
KTF Investments
California
$566K +$545K +3,500 New
WIA
492
World Investment Advisors
California
$561K +$5.14K +33 +1%
CFO
493
Callan Family Office
Pennsylvania
$557K +$217K +1,392 +68%
CA
494
Clearstead Advisors
Ohio
$552K +$110K +705 +26%
SA
495
Sage Advisors
Colorado
$543K +$25.7K +165 +5%
PA
496
Pinnacle Associates
New York
$538K +$139K +893 +37%
AWM
497
Axxcess Wealth Management
California
$536K -$21.7K -139 -4%
SSW
498
Stone Summit Wealth
Florida
$529K
MAS
499
Meeder Advisory Services
Ohio
$529K +$174K +1,116 +52%
GT
500
Glenview Trust
Kentucky
$517K -$561K -3,600 -53%