We are live on ! Find out more
ARES icon

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
CA
551
Cornerstone Advisory
Maryland
$264K +$321K +2,420 New
JSW
552
Journey Strategic Wealth
New Jersey
$261K +$318K +2,395 New
OCA
553
OpenArc Corporate Advisory
Georgia
$260K +$87K +656 +38%
KPWS
554
Kestra Private Wealth Services
Texas
$259K +$315K +2,372 New
FMI
555
Frec Markets Inc
California
$259K +$314K +2,370 New
TWM
556
Trueblood Wealth Management
Ohio
$258K -$18.8K -142 -6%
HIA
557
Harbor Investment Advisory
Maryland
$257K -$371K -2,795 -54%
SC
558
Syon Capital
California
$254K +$308K +2,325 New
CFO
559
Callan Family Office
Pennsylvania
$253K -$150K -1,127 -33%
BTI
560
Blue Trust Inc
Georgia
$251K -$668K -5,032 -69%
OAM
561
Ostrum Asset Management
France
$251K -$292K -2,201 -49%
FB
562
Fulton Bank
Pennsylvania
$251K -$105K -790 -26%
NGA
563
Naples Global Advisors
Florida
$249K +$12.2K +92 +4%
TAM
564
Trust Asset Management
Texas
$248K +$301K +2,269 New
MA
565
Mutual Advisors
Nebraska
$246K -$425K -3,203 -59%
SLG
566
Sanchez Levi Garrett
$244K +$297K +2,238 New
NRG
567
Nemes Rush Group
Michigan
$243K +$13.7K +103 +5%
FRM
568
Fox Run Management
Connecticut
$242K +$299K +2,252 New
RIP
569
Reliant Investment Partners
North Carolina
$240K -$66.3K -500 -18%
ZCI
570
Zevenbergen Capital Investments
Washington
$239K -$14.6M -110,238 -98%
IC
571
IEQ Capital
California
$236K -$191K -1,437 -40%
DT
572
DV Trading
Illinois
$234K +$285K +2,146 +214,600%
LWL
573
Leo Wealth LLC
Texas
$233K -$84.1K -634 -23%
MFG
574
Magnus Financial Group
New York
$232K +$282K +2,128 New
7WCP
575
71 West Capital Partners
Massachusetts
$231K +$281K +2,116 New