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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 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+28
Holders Change %
+3.85%
% 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
69
Calls
$129M
Puts
$331M
Net Calls
-$202M
Net Calls Change
-$79.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.08B
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.63B
3
Franklin Resources
Franklin Resources
California
$973M
4
VVP
Vulcan Value Partners
Alabama
$217M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$162M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.19B
3
Invesco
Invesco
Georgia
$267M
4
Marshall Wace
Marshall Wace
United Kingdom
$26.9M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$794M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
576
Phillips Wealth Planners
Mississippi
$231K +$231K +1,321 New
YWS
577
Yarger Wealth Strategies
Ohio
$230K +$230K +1,327 New
MWA
578
Moser Wealth Advisors
Washington
$229K – – –
XWM
579
Xcel Wealth Management
Florida
$225K +$225K +1,300 New
TWP
580
Tower Wealth Partners
Pennsylvania
$224K +$224K +1,293 New
AIM
581
AHL Investment Management
Florida
$220K +$220K +1,269 New
CRC
582
Curi RMB Capital
Illinois
$214K +$214K +1,236 New
AWS
583
Atria Wealth Solutions
New York
$211K -$518K -2,984 -71%
GS
584
GTS Securities
New York
$210K +$210K +1,211 New
MAWA
585
Moss Adams Wealth Advisors
Washington
$209K +$209K +1,205 New
WPA
586
West Paces Advisors
Georgia
$208K – – –
GL
587
Graypoint LLC
New York
$207K +$207K +1,198 New
CSPIA
588
Cary Street Partners Investment Advisory
Virginia
$207K +$57.2K +330 +38%
LSA
589
Lion Street Advisors
Texas
$205K +$205K +1,186 New
NS
590
NBC Securities
Alabama
$204K +$5.54K +32 +3%
FCM
591
Fourpath Capital Management
Oklahoma
$204K +$204K +1,177 New
Koshinski Asset Management
592
Koshinski Asset Management
Illinois
$204K +$204K +1,175 New
SWP
593
Sagespring Wealth Partners
Tennessee
$202K +$202K +1,164 New
AFP
594
Ausdal Financial Partners
Iowa
$201K +$201K +1,163 New
PR
595
Payden & Rygel
California
$191K -$13.6M -78,200 -99%
SS
596
SBI Securities
Japan
$176K +$5.37K +31 +3%
PC
597
Promus Capital
Illinois
$174K – – –
Walleye Trading
598
Walleye Trading
New York
$174K -$178K -1,026 -51%
SAM
599
Smartleaf Asset Management
Massachusetts
$169K +$40K +231 +31%
Nisa Investment Advisors
600
Nisa Investment Advisors
Missouri
$169K -$64.8K -374 -28%
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