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Ares Management

767 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, 314 increasing their positions, 264 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 71

42% more funds holding in top 10

Funds holding in top 10: 1217 (+5)

23% more capital invested

Capital invested by funds: $27B → $33.2B (+$6.19B)

19% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 264

4% more funds holding

Funds holding: 738767 (+29)

1.18% less ownership

Funds ownership: 90.37%89.19% (-1.2%)

61% less call options, than puts

Call options by funds: $129M | Put options by funds: $331M

Holders
767
Holders Change
+29
Holders Change %
+3.93%
% of All Funds
10.1%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.22%
New
107
Increased
314
Reduced
264
Closed
71
Calls
$129M
Puts
$331M
Net Calls
-$202M
Net Calls Change
-$79.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
551
B. Riley Wealth Advisors
Florida
$291K +$266K +1,680 New
RWB
552
RMR Wealth Builders
New Jersey
$290K +$24.4K +154 +10%
AFG
553
Albion Financial Group
Utah
$286K
AFG
554
Atomi Financial Group
New York
$283K +$258K +1,634 New
KWM
555
Kingsview Wealth Management
Oregon
$281K +$9.96K +63 +4%
GWM
556
Gibbs Wealth Management
Georgia
$281K +$256K +1,620 New
Mirae Asset Global ETFs Holdings
557
Mirae Asset Global ETFs Holdings
Hong Kong
$279K +$42.4K +268 +20%
VCM
558
Virtue Capital Management
Tennessee
$274K -$13.1K -83 -5%
VC
559
Vicus Capital
Pennsylvania
$273K +$249K +1,577 New
VCM
560
Voleon Capital Management
California
$272K +$248K +1,570 New
CGH
561
Crossmark Global Holdings
Texas
$263K +$16.6K +105 +7%
SFS
562
Sowell Financial Services
Arkansas
$263K +$1.26K +8 +0.5%
MPWT
563
MassMutual Private Wealth & Trust
Connecticut
$263K +$51.1K +323 +27%
TPA
564
Trivium Point Advisory
Connecticut
$262K -$22.3K -141 -9%
VFG
565
Victory Financial Group
Texas
$260K +$238K +1,504 New
BHIA
566
Birch Hill Investment Advisors
Massachusetts
$260K
CAS
567
CTC Alternative Strategies
Illinois
$260K +$237K +1,500 New
LS
568
Livforsakringsbolaget Skandia
Sweden
$259K
IAS
569
Insigneo Advisory Services
Florida
$259K +$20.7K +131 +10%
CW
570
CreativeOne Wealth
Kansas
$257K +$11.4K +72 +5%
FFM
571
Forum Financial Management
Illinois
$257K +$6.01K +38 +3%
PI
572
PFG Investments
New York
$256K +$234K +1,477 New
OAM
573
Occidental Asset Management
California
$253K -$5.06K -32 -2%
WPC
574
Wedmont Private Capital
Pennsylvania
$252K +$225K +1,423 New
BIG
575
Brooklyn Investment Group
New York
$251K +$65K +411 +40%

ARES Hedge Fund Activity: Q2 2025 in Review

767 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q2 2025, worth a combined $33.2B — up 23% from $27B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new ARES positions and 71 closed out — a net gain of 36 holders — while 314 added to existing stakes and 264 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $765M. The largest seller was Lone Pine Capital, exiting entirely with an estimated $235M sold.

  • 767 institutional investors held Ares Management (ARES) as of Q2 2025, up from 738 in Q1 2025.
  • Funds reported $33.2B of Ares Management stock for Q2 2025, up 23% quarter-over-quarter.
  • 107 funds opened new Ares Management positions in Q2 2025 and 71 closed out, a net change of +36 holders.
  • The largest Ares Management buyer in Q2 2025 was T. Rowe Price Associates, an estimated $765M added.
  • The largest Ares Management seller in Q2 2025 was Lone Pine Capital, an estimated $235M sold.

Based on aggregated 13F filings for Q2 2025.