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Ares Management

794 hedge funds and large institutions have $22.5B invested in Ares Management in 2026 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 290 increasing their positions, 275 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 275

2.28% less ownership

Funds ownership: 95.95%93.67% (-2.3%)

4% less funds holding

Funds holding: 827794 (-33)

11% less first-time investments, than exits

New positions opened: 142 | Existing positions closed: 160

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

33% less call options, than puts

Call options by funds: $408M | Put options by funds: $606M

33% less capital invested

Capital invested by funds: $33.6B → $22.5B (-$11B)

Holders
794
Holders Change
-33
Holders Change %
-3.99%
% of All Funds
9.78%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.15%
New
142
Increased
290
Reduced
275
Closed
160
Calls
$408M
Puts
$606M
Net Calls
-$198M
Net Calls Change
-$160M
Name Holding Trade Value Shares
Change
Change in
Stake
LF
476
Lee Financial
Texas
$448K +$545K +4,110 New
DWT
477
Dorsey & Whitney Trust
South Dakota
$446K +$33.6K +253 +7%
SCTC
478
Sanibel Captiva Trust Company
Florida
$445K +$541K +4,075 New
GSEP
479
Golden State Equity Partners
California
$439K -$45.6K -344 -8%
AF
480
Allworth Financial
California
$438K -$387K -2,919 -42%
EH
481
Equitable Holdings
New York
$430K -$211K -1,592 -37%
HHGC
482
Hunting Hill Global Capital
New York
$421K -$561K -4,226 -52%
CBT
483
CoreFirst Bank & Trust
Kansas
$419K
KL
484
KWMG LLC
Kansas
$419K
GWMR
485
GC Wealth Management RIA
Massachusetts
$418K -$1.86K -14 -0.4%
NG
486
Norden Group
Utah
$417K -$55.9K -421 -10%
AP
487
Americana Partners
Texas
$416K -$4.78K -36 -0.9%
BBHC
488
Brown Brothers Harriman & Co
New York
$410K +$335K +2,525 +205%
CAM
489
Close Asset Management
United Kingdom
$407K
AWM
490
Aries Wealth Management
Maine
$407K
AO
491
Advisor OS
Illinois
$406K -$93.8K -707 -16%
AGWCA
492
Annis Gardner Whiting Capital Advisors
Florida
$404K +$2.65K +20 +0.5%
USCWA
493
U.S. Capital Wealth Advisors
Texas
$402K +$136K +1,023 +38%
PS
494
Principal Securities
Iowa
$401K -$211K -1,589 -30%
RZH
495
Relyea Zuckerberg Hanson
Connecticut
$396K -$285K -2,145 -37%
PCS
496
Personal CFO Solutions
New Jersey
$394K -$24.3K -183 -5%
EPW
497
Evolve Private Wealth
California
$391K +$122K +922 +35%
AI
498
Atom Investors
Texas
$386K +$470K +3,541 New
AWE
499
Avidian Wealth Enterprises
Texas
$385K +$468K +3,530 New
PFG
500
PAX Financial Group
Texas
$378K +$59K +445 +15%