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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
VT
526
Volterra Technologies
New York
$323K +$393K +2,962 New
EWA
527
EverSource Wealth Advisors
Alabama
$313K +$105K +791 +38%
GC
528
Gilbert & Cook
Iowa
$311K +$10.7K +81 +3%
ZF
529
Zhang Financial
Michigan
$303K -$228K -1,721 -38%
MG
530
Mather Group
Illinois
$299K +$93.3K +703 +34%
CIC
531
Chilton Investment Company
Connecticut
$299K +$364K +2,740 New
MAS
532
Meeder Advisory Services
Ohio
$299K -$71K -535 -16%
VAS
533
Vestmark Advisory Solutions
Massachusetts
$298K -$269K -2,031 -43%
OTL
534
Oak Thistle LLC
New York
$297K -$604K -4,555 -63%
CIM
535
Cambria Investment Management
California
$296K +$360K +2,716 New
NFG
536
Nations Financial Group
Iowa
$292K -$1.45M -10,915 -80%
LSA
537
Leonteq Securities AG
Switzerland
$290K +$295K +2,220 +510%
FTWA
538
Fifth Third Wealth Advisors
Ohio
$289K -$227K -1,713 -39%
BIG
539
Brookwood Investment Group
Arizona
$285K -$7.56K -57 -2%
BMCM
540
Bryn Mawr Capital Management
Pennsylvania
$283K -$122K -919 -26%
BTWM
541
Baker Tilly Wealth Management
Wisconsin
$283K -$55.9K -421 -14%
PPWP
542
Premier Path Wealth Partners
New Jersey
$279K -$59.3K -447 -15%
FDW
543
Fourth Dimension Wealth
Ohio
$278K +$189K +1,426 +127%
IFG
544
Independent Financial Group
California
$276K +$52K +392 +18%
Kovitz Investment Group Partners
545
Kovitz Investment Group Partners
Illinois
$276K +$335K +2,527 New
CCM
546
Cloud Capital Management
Washington
$273K -$1.06K -8 -0.3%
AWA
547
Arkadios Wealth Advisors
Georgia
$271K +$104K +786 +46%
Focus Partners Wealth
548
Focus Partners Wealth
Massachusetts
$269K +$38.7K +292 +13%
IP
549
Indivisible Partners
Florida
$268K -$6.37K -48 -2%
ATPW
550
Ashton Thomas Private Wealth
Arizona
$266K +$103K +774 +46%