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Ares Management

766 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, 316 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
766
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
IWM
576
Iams Wealth Management
Nebraska
$241K
BHIA
577
Birch Hill Investment Advisors
Massachusetts
$240K
AWA
578
Aaron Wealth Advisors
Illinois
$239K
BRWA
579
B. Riley Wealth Advisors
Florida
$237K
FFM
580
Forum Financial Management
Illinois
$237K
IAS
581
Insigneo Advisory Services
Florida
$237K
BC
582
Bayforest Capital
United Kingdom
$235K
SFS
583
Sowell Financial Services
Arkansas
$235K
NP
584
Nilsine Partners
Colorado
$234K
OAM
585
Occidental Asset Management
California
$233K
WFP
586
Wrenne Financial Planning
Kentucky
$232K
CRC
587
Curi RMB Capital
Illinois
$231K
MYIA
588
Mount Yale Investment Advisors
Colorado
$228K
MGWM
589
Marks Group Wealth Management
Minnesota
$227K
WPC
590
Wedmont Private Capital
Pennsylvania
$226K
LS
591
Livforsakringsbolaget Skandia
Sweden
$224K
SMA
592
Sage Mountain Advisors
Georgia
$222K
FAG
593
Fortitude Advisory Group
Washington
$220K
IWA
594
Icon Wealth Advisors
Texas
$220K
OIA
595
OneDigital Investment Advisors
Kansas
$217K
YWS
596
Yarger Wealth Strategies
Ohio
$214K
PI
597
PFG Investments
New York
$213K
TWP
598
Tower Wealth Partners
Pennsylvania
$212K
O
599
Ossiam
France
$211K
CW
600
CreativeOne Wealth
Kansas
$210K