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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 %
VAG
501
VisionPoint Advisory Group
Texas
$326K +$326K +2,223 New
FT
502
Fiduciary Trust
Massachusetts
$323K +$39.9K +272 +14%
FC
503
Fulcrum Capital
Washington
$322K – – –
LFG
504
Larson Financial Group
Missouri
$318K +$18.2K +124 +6%
SFI
505
Siemens Fonds Invest
Germany
$318K +$22.9K +156 +8%
EWA
506
EverSource Wealth Advisors
Alabama
$317K -$440 -3 -0.1%
HIA
507
Harbor Investment Advisory
Maryland
$316K +$1.03K +7 +0.3%
AWM
508
Axxcess Wealth Management
California
$314K -$116K -788 -27%
MC
509
Marest Capital
California
$307K +$4.11K +28 +1%
VA
510
Vident Advisory
Georgia
$306K +$306K +2,090 New
KIM
511
Kane Investment Management
California
$299K +$71.2K +486 +31%
JSAM
512
J. Safra Asset Management
New York
$298K +$57.2K +390 +24%
WLPWM
513
Walled Lake Planning & Wealth Management
Illinois
$298K +$12K +82 +4%
Walleye Trading
514
Walleye Trading
New York
$297K -$177K -1,204 -37%
WS
515
Wedbush Securities
California
$295K +$19.1K +130 +7%
WT
516
Whittier Trust
California
$294K – – –
WPP
517
Whalerock Point Partners
Rhode Island
$293K – – –
IA
518
IFP Advisors
Florida
$291K +$164K +1,122 +130%
OAM
519
Ostrum Asset Management
France
$287K +$108K +734 +60%
GC
520
Guggenheim Capital
Illinois
$287K +$101K +686 +54%
VFA
521
Voya Financial Advisors
Connecticut
$287K -$64.9K -448 -18%
BWG
522
Berry Wealth Group
Texas
$284K +$85.3K +582 +43%
Focus Partners Wealth
523
Focus Partners Wealth
Massachusetts
$279K +$37K +252 +15%
BSHC
524
Breed's Hill Capital
Massachusetts
$271K – – –
FMN
525
Financial Management Network
California
$271K +$97.7K +783 +56%
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