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Ares Management

812 hedge funds and large institutions have $33.5B invested in Ares Management in 2025 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 311 increasing their positions, 238 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

7.07% more ownership

Funds ownership: 88.81%95.88% (+7.1%)

6% more funds holding

Funds holding: 766812 (+46)

11% less call options, than puts

Call options by funds: $309M | Put options by funds: $347M

Holders
812
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$309M
Puts
$347M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
601
Forum Financial Management
Illinois
$240K
OAM
602
Occidental Asset Management
California
$239K
TYCC
603
Texas Yale Capital Corp
Florida
$239K
CSPIA
604
Cary Street Partners Investment Advisory
Virginia
$237K
WFP
605
Wrenne Financial Planning
Kentucky
$234K
PI
606
PFG Investments
New York
$233K
SFS
607
Sowell Financial Services
Arkansas
$233K
AUB
608
Atlantic Union Bankshares
Virginia
$230K
LS
609
Livforsakringsbolaget Skandia
Sweden
$228K
IWA
610
Icon Wealth Advisors
Texas
$226K
MFG
611
Merit Financial Group
Georgia
$226K
LW
612
Livet Wealth
Utah
$225K
YWS
613
Yarger Wealth Strategies
Ohio
$221K
SWP
614
Sagespring Wealth Partners
Tennessee
$216K
VCM
615
Virtue Capital Management
Tennessee
$216K
TWP
616
Tower Wealth Partners
Pennsylvania
$214K
PA
617
PharVision Advisers
Florida
$214K
HPC
618
HM Payson & Co
Maine
$213K
BHPW
619
Beverly Hills Private Wealth
California
$210K
FFS
620
Founders Financial Securities
Maryland
$209K
GWM
621
Gibbs Wealth Management
Georgia
$207K
FCM
622
Fourpath Capital Management
Oklahoma
$207K
PFM
623
Patton Fund Management
Texas
$207K
SG
624
StoneX Group
New York
$205K
CIC
625
Carnegie Investment Counsel
Ohio
$205K