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Ares Management

774 hedge funds and large institutions have $30.6B invested in Ares Management in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 321 increasing their positions, 238 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 238

26% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 77

1% more funds holding

Funds holding: 767774 (+7)

0.32% less ownership

Funds ownership: 89.19%88.87% (-0.32%)

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
774
Holders Change
+7
Holders Change %
+0.91%
% of All Funds
10.16%
Holding in Top 10
8
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-52.94%
% of All Funds
0.1%
New
97
Increased
321
Reduced
238
Closed
77
Calls
$194M
Puts
$266M
Net Calls
-$71.6M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
576
Voya Financial Advisors
Connecticut
$247K +$273K +1,514 New
CGH
577
Crossmark Global Holdings
Texas
$245K +$2.35K +13 +0.9%
VFG
578
Victory Financial Group
Texas
$244K +$3.43K +19 +1%
MPWT
579
MassMutual Private Wealth & Trust
Connecticut
$243K
IWM
580
Iams Wealth Management
Nebraska
$241K +$271K +1,505 New
BHIA
581
Birch Hill Investment Advisors
Massachusetts
$240K
AWA
582
Aaron Wealth Advisors
Illinois
$239K +$269K +1,493 New
BRWA
583
B. Riley Wealth Advisors
Florida
$237K -$35.5K -197 -12%
FFM
584
Forum Financial Management
Illinois
$237K +$180 +1 +0.1%
IAS
585
Insigneo Advisory Services
Florida
$237K -$3.25K -18 -1%
BC
586
Bayforest Capital
United Kingdom
$235K -$253K -1,403 -49%
SFS
587
Sowell Financial Services
Arkansas
$235K -$9.38K -52 -3%
NP
588
Nilsine Partners
Colorado
$234K +$13.3K +74 +5%
OAM
589
Occidental Asset Management
California
$233K
WFP
590
Wrenne Financial Planning
Kentucky
$232K
CRC
591
Curi RMB Capital
Illinois
$231K +$37.3K +207 +17%
MYIA
592
Mount Yale Investment Advisors
Colorado
$228K +$220K +1,221 +601%
MGWM
593
Marks Group Wealth Management
Minnesota
$227K -$5.05K -28 -2%
WPC
594
Wedmont Private Capital
Pennsylvania
$226K +$17.3K +96 +7%
LS
595
Livforsakringsbolaget Skandia
Sweden
$224K -$18K -100 -7%
SMA
596
Sage Mountain Advisors
Georgia
$222K +$251K +1,389 New
FAG
597
Fortitude Advisory Group
Washington
$220K +$249K +1,378 New
IWA
598
Icon Wealth Advisors
Texas
$220K -$2.52K -14 -1%
OIA
599
OneDigital Investment Advisors
Kansas
$217K +$245K +1,357 New
YWS
600
Yarger Wealth Strategies
Ohio
$214K +$1.62K +9 +0.7%

ARES Hedge Fund Activity: Q3 2025 in Review

774 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q3 2025, worth a combined $30.6B — down 7.8% from $33.2B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new ARES positions and 77 closed out — a net gain of 20 holders — while 321 added to existing stakes and 238 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $238M. The largest seller was Wellington Management Group, cutting an estimated $586M.

  • 774 institutional investors held Ares Management (ARES) as of Q3 2025, up from 767 in Q2 2025.
  • Funds reported $30.6B of Ares Management stock for Q3 2025, down 7.8% quarter-over-quarter.
  • 97 funds opened new Ares Management positions in Q3 2025 and 77 closed out, a net change of +20 holders.
  • The largest Ares Management buyer in Q3 2025 was T. Rowe Price Associates, an estimated $238M added.
  • The largest Ares Management seller in Q3 2025 was Wellington Management Group, an estimated $586M sold.

Based on aggregated 13F filings for Q3 2025.