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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 %
IAN
526
Integrated Advisors Network
Texas
$270K +$21.1K +144 +8%
BBW
527
Blue Barn Wealth
Utah
$270K -$2.2K -15 -0.8%
CI
528
Cigna Investments
Connecticut
$268K -$8.5K -58 -3%
AGC
529
Aspen Grove Capital
Colorado
$266K +$266K +1,816 New
MCM
530
MAI Capital Management
Ohio
$266K +$26.3K +179 +11%
SCA
531
Snowden Capital Advisors
New York
$265K +$39.7K +271 +18%
HAG
532
HighPoint Advisor Group
Illinois
$262K +$45.5K +298 +21%
WI
533
WrapManager Inc
California
$260K -$13.8K -94 -5%
WIA
534
World Investment Advisors
California
$260K +$7.62K +52 +3%
FG
535
Fiduciary Group
Georgia
$260K – – –
BFA
536
Beaumont Financial Advisors
Massachusetts
$258K +$1.17K +8 +0.5%
SIG
537
Stonegate Investment Group
Alabama
$258K +$78.7K +537 +44%
GT
538
Glenview Trust
Kentucky
$256K +$256K +1,749 New
ET
539
Equitable Trust
Tennessee
$252K – – –
NRG
540
Nemes Rush Group
Michigan
$248K +$81.2K +554 +49%
VCM
541
Virtue Capital Management
Tennessee
$243K +$8.03K +55 +3%
TPA
542
Trivium Point Advisory
Connecticut
$242K -$57.8K -394 -19%
AFG
543
Albion Financial Group
Utah
$242K – – –
AC
544
AXQ Capital
New Jersey
$231K +$231K +1,578 New
CL
545
CSS LLC
Illinois
$231K +$231K +1,576 New
KWM
546
Kingsview Wealth Management
Oregon
$229K -$880 -6 -0.4%
EW
547
Evoke Wealth
California
$226K -$8.36K -57 -4%
RWB
548
RMR Wealth Builders
New Jersey
$223K +$1.32K +9 +0.6%
SFS
549
Sowell Financial Services
Arkansas
$222K +$222K +1,511 New
BHIA
550
Birch Hill Investment Advisors
Massachusetts
$220K +$220K +1,500 New
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