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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 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+29
Holders Change %
+3.99%
% 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
68
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 %
VCM
551
Virtue Capital Management
Tennessee
$274K -$14.4K -83 -5%
VC
552
Vicus Capital
Pennsylvania
$273K +$273K +1,577 New
VCM
553
Voleon Capital Management
California
$272K +$272K +1,570 New
SQA
554
Simon Quick Advisors
New Jersey
$264K +$264K +1,525 New
CGH
555
Crossmark Global Holdings
Texas
$263K +$18.2K +105 +7%
SFS
556
Sowell Financial Services
Arkansas
$263K +$1.39K +8 +0.5%
MPWT
557
MassMutual Private Wealth & Trust
Connecticut
$263K +$55.9K +323 +27%
TPA
558
Trivium Point Advisory
Connecticut
$262K -$24.4K -141 -9%
VFG
559
Victory Financial Group
Texas
$260K +$260K +1,504 New
BHIA
560
Birch Hill Investment Advisors
Massachusetts
$260K – – –
CAS
561
CTC Alternative Strategies
Illinois
$260K +$260K +1,500 New
LS
562
Livforsakringsbolaget Skandia
Sweden
$259K – – –
IAS
563
Insigneo Advisory Services
Florida
$259K +$22.7K +131 +10%
CW
564
CreativeOne Wealth
Kansas
$257K +$12.5K +72 +5%
FFM
565
Forum Financial Management
Illinois
$257K +$6.58K +38 +3%
PI
566
PFG Investments
New York
$256K +$256K +1,477 New
OAM
567
Occidental Asset Management
California
$253K -$5.54K -32 -2%
WPC
568
Wedmont Private Capital
Pennsylvania
$252K +$252K +1,423 New
BIG
569
Brooklyn Investment Group
New York
$251K +$71.2K +411 +40%
WFP
570
Wrenne Financial Planning
Kentucky
$251K – – –
MGWM
571
Marks Group Wealth Management
Minnesota
$251K -$173 -1 -0.1%
WI
572
WrapManager Inc
California
$243K -$64.3K -371 -21%
NP
573
Nilsine Partners
Colorado
$241K +$241K +1,392 New
IWA
574
Icon Wealth Advisors
Texas
$241K +$3.12K +18 +1%
KPWS
575
Kestra Private Wealth Services
Texas
$235K +$235K +1,358 New
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