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Ares Management
ARES

Overview Fund Activity

756 hedge funds and large institutions have $33.2B invested in Ares Management in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 310 increasing their positions, 261 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+28
Holders Change %
+3.85%
% of All Funds
10.14%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.23%
New
107
Increased
310
Reduced
261
Closed
69
Calls
$129M
Puts
$331M
Net Calls
-$202M
Net Calls Change
-$79.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$838M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$302M
3
Franklin Resources
Franklin Resources
California
+$249M
4
VVP
Vulcan Value Partners
Alabama
+$193M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
+$162M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
-$235M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$170M
3
Invesco
Invesco
Georgia
-$141M
4
Marshall Wace
Marshall Wace
United Kingdom
-$82.4M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$76M
Name Holding Trade Value Shares
Change 		Shares
Change %
ALAM
501
Asahi Life Asset Management
Japan
$395K +$395K +2,280 New
WT
502
Whittier Trust
California
$394K +$46.6K +269 +13%
QCG
503
Quadrant Capital Group
Ohio
$391K +$327K +1,890 +518%
BFA
504
Buttonwood Financial Advisors
Maryland
$384K -$10.4K -60 -3%
JSAM
505
J. Safra Asset Management
New York
$382K +$29.6K +171 +8%
HIA
506
Harbor Investment Advisory
Maryland
$373K +$346 +2 +0.1%
Focus Partners Wealth
507
Focus Partners Wealth
Massachusetts
$373K +$43.8K +253 +13%
FT
508
Fiduciary Trust
Massachusetts
$372K -$8.83K -51 -2%
STA
509
Summit Trail Advisors
New York
$370K -$74.6K -431 -17%
EWA
510
EverSource Wealth Advisors
Alabama
$369K -$6.41K -37 -2%
CCM
511
Coldstream Capital Management
Washington
$364K -$34K -196 -9%
TSS
512
Two Sigma Securities
New York
$362K +$362K +2,092 New
MG
513
Mather Group
Illinois
$361K -$29.6K -171 -8%
NAS
514
Nicolet Advisory Services
Wisconsin
$361K +$361K +1,976 New
ECM
515
Evergreen Capital Management
Washington
$359K +$359K +2,071 New
HAG
516
HighPoint Advisor Group
Illinois
$359K +$61.8K +357 +21%
CAAS
517
Capital Asset Advisory Services
Michigan
$358K -$16.8K -96 -4%
AWA
518
Arete Wealth Advisors
Illinois
$358K -$28.2K -163 -7%
EA
519
Enclave Advisors
Texas
$357K +$357K +2,061 New
WLPWM
520
Walled Lake Planning & Wealth Management
Illinois
$354K +$1.73K +10 +0.5%
AWM
521
Axxcess Wealth Management
California
$354K -$17.7K -102 -5%
FC
522
Fulcrum Capital
Washington
$353K -$27.9K -161 -7%
WPP
523
Whalerock Point Partners
Rhode Island
$346K – – –
Walleye Capital
524
Walleye Capital
New York
$345K -$1.59M -9,155 -82%
BWG
525
Berry Wealth Group
Texas
$337K +$1.56K +9 +0.5%
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