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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 %
LS
551
Livforsakringsbolaget Skandia
Sweden
$220K – – –
OAM
552
Occidental Asset Management
California
$219K +$219K +1,491 New
QL
553
Quarry LP
New York
$215K +$202K +1,376 +1,546%
WFP
554
Wrenne Financial Planning
Kentucky
$213K – – –
MGWM
555
Marks Group Wealth Management
Minnesota
$212K -$1.32K -9 -0.6%
FFM
556
Forum Financial Management
Illinois
$212K +$440 +3 +0.2%
MS
557
Maven Securities
Jersey
$209K -$10.6K -72 -5%
CGH
558
Crossmark Global Holdings
Texas
$208K +$3.37K +23 +2%
CW
559
CreativeOne Wealth
Kansas
$207K +$207K +1,410 New
PAM
560
Paradigm Asset Management
New York
$205K – – –
IWA
561
Icon Wealth Advisors
Texas
$201K +$53.4K +364 +36%
OIA
562
OneDigital Investment Advisors
Kansas
$201K +$25.5K +174 +15%
IAS
563
Insigneo Advisory Services
Florida
$200K +$9.24K +63 +5%
Nisa Investment Advisors
564
Nisa Investment Advisors
Missouri
$198K +$77.7K +530 +65%
Mirae Asset Global ETFs Holdings
565
Mirae Asset Global ETFs Holdings
Hong Kong
$197K +$10.3K +70 +5%
MWA
566
Moser Wealth Advisors
Washington
$194K +$175K +1,195 +956%
HPC
567
HM Payson & Co
Maine
$191K – – –
WPA
568
West Paces Advisors
Georgia
$176K – – –
MPWT
569
MassMutual Private Wealth & Trust
Connecticut
$175K +$7.04K +48 +4%
AF
570
Allworth Financial
California
$174K +$32.4K +212 +23%
NS
571
NBC Securities
Alabama
$168K +$168K +1,145 +114,500%
Loomis, Sayles & Company
572
Loomis, Sayles & Company
Massachusetts
$157K +$66.6K +455 +74%
SG Americas Securities
573
SG Americas Securities
New York
$153K -$402K -2,751 -72%
BIG
574
Brooklyn Investment Group
New York
$152K +$60.3K +411 +65%
CFB
575
Cullen/Frost Bankers
Texas
$149K +$149K +1,014 New
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