ARES icon

Ares Management

767 hedge funds and large institutions have $30.6B invested in Ares Management in 2025 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 317 increasing their positions, 238 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

8% less capital invested

Capital invested by funds: $33.2B → $30.6B (-$2.58B)

27% less call options, than puts

Call options by funds: $194M | Put options by funds: $266M

53% less funds holding in top 10

Funds holding in top 10: 178 (-9)

Holders
767
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$194M
Puts
$266M
Net Calls
Net Calls Change

Top Sellers

1 -$586M
2 -$219M
3 -$110M
4
Brown Advisory
Brown Advisory
Maryland
-$104M
5
UBS AM
UBS AM
Illinois
-$74.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
576
MassMutual Private Wealth & Trust
Connecticut
$243K
IWM
577
Iams Wealth Management
Nebraska
$241K
BHIA
578
Birch Hill Investment Advisors
Massachusetts
$240K
AWA
579
Aaron Wealth Advisors
Illinois
$239K
BRWA
580
B. Riley Wealth Advisors
Florida
$237K
FFM
581
Forum Financial Management
Illinois
$237K
IAS
582
Insigneo Advisory Services
Florida
$237K
BC
583
Bayforest Capital
United Kingdom
$235K
SFS
584
Sowell Financial Services
Arkansas
$235K
NP
585
Nilsine Partners
Colorado
$234K
OAM
586
Occidental Asset Management
California
$233K
WFP
587
Wrenne Financial Planning
Kentucky
$232K
CRC
588
Curi RMB Capital
Illinois
$231K
MYIA
589
Mount Yale Investment Advisors
Colorado
$228K
MGWM
590
Marks Group Wealth Management
Minnesota
$227K
WPC
591
Wedmont Private Capital
Pennsylvania
$226K
LS
592
Livforsakringsbolaget Skandia
Sweden
$224K
SMA
593
Sage Mountain Advisors
Georgia
$222K
FAG
594
Fortitude Advisory Group
Washington
$220K
IWA
595
Icon Wealth Advisors
Texas
$220K
OIA
596
OneDigital Investment Advisors
Kansas
$217K
YWS
597
Yarger Wealth Strategies
Ohio
$214K
PI
598
PFG Investments
New York
$213K
TWP
599
Tower Wealth Partners
Pennsylvania
$212K
O
600
Ossiam
France
$211K