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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
WFP
576
Wrenne Financial Planning
Kentucky
$251K
MGWM
577
Marks Group Wealth Management
Minnesota
$251K -$158 -1 -0.1%
WI
578
WrapManager Inc
California
$243K -$58.7K -371 -21%
NP
579
Nilsine Partners
Colorado
$241K +$220K +1,392 New
IWA
580
Icon Wealth Advisors
Texas
$241K +$2.85K +18 +1%
KPWS
581
Kestra Private Wealth Services
Texas
$235K +$215K +1,358 New
PWP
582
Phillips Wealth Planners
Mississippi
$231K +$209K +1,321 New
YWS
583
Yarger Wealth Strategies
Ohio
$230K +$210K +1,327 New
MWA
584
Moser Wealth Advisors
Washington
$229K
HPC
585
HM Payson & Co
Maine
$226K
XWM
586
Xcel Wealth Management
Florida
$225K +$206K +1,300 New
TWP
587
Tower Wealth Partners
Pennsylvania
$224K +$204K +1,293 New
AIM
588
AHL Investment Management
Florida
$220K +$201K +1,269 New
CRC
589
Curi RMB Capital
Illinois
$214K +$195K +1,236 New
AWS
590
Atria Wealth Solutions
New York
$211K -$472K -2,984 -71%
GS
591
GTS Securities
New York
$210K +$192K +1,211 New
MAWA
592
Moss Adams Wealth Advisors
Washington
$209K +$191K +1,205 New
WPA
593
West Paces Advisors
Georgia
$208K
GL
594
Graypoint LLC
New York
$207K +$189K +1,198 New
CSPIA
595
Cary Street Partners Investment Advisory
Virginia
$207K +$52.2K +330 +38%
LSA
596
Lion Street Advisors
Texas
$205K +$188K +1,186 New
NS
597
NBC Securities
Alabama
$204K +$5.06K +32 +3%
FCM
598
Fourpath Capital Management
Oklahoma
$204K +$186K +1,177 New
Koshinski Asset Management
599
Koshinski Asset Management
Illinois
$204K +$186K +1,175 New
SWP
600
Sagespring Wealth Partners
Tennessee
$202K +$184K +1,164 New

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.