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Ares Management

827 hedge funds and large institutions have $33.6B invested in Ares Management in 2025 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 314 increasing their positions, 242 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more funds holding in top 10

Funds holding in top 10: 817 (+9)

69% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 101

30% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 242

10% more capital invested

Capital invested by funds: $30.6B → $33.6B (+$2.92B)

7.08% more ownership

Funds ownership: 88.87%95.95% (+7.1%)

7% more funds holding

Funds holding: 774827 (+53)

11% less call options, than puts

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

Holders
827
Holders Change
+53
Holders Change %
+6.85%
% of All Funds
10.06%
Holding in Top 10
17
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+112.5%
% of All Funds
0.21%
New
171
Increased
314
Reduced
242
Closed
101
Calls
$309M
Puts
$347M
Net Calls
-$37.9M
Net Calls Change
+$33.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BFM
601
Boothbay Fund Management
New York
$257K -$511K -3,283 -67%
EPG
602
Estate Planners Group
Pennsylvania
$256K +$246K +1,581 New
FCM
603
FJ Capital Management
Virginia
$252K -$1.05M -6,736 -81%
BRWA
604
B. Riley Wealth Advisors
Florida
$250K +$9.81K +63 +4%
MPWT
605
MassMutual Private Wealth & Trust
Connecticut
$247K +$1.71K +11 +0.7%
MGWM
606
Marks Group Wealth Management
Minnesota
$246K +$16K +103 +7%
VSQM
607
V-Square Quantitative Management
Illinois
$241K +$233K +1,494 New
FFM
608
Forum Financial Management
Illinois
$240K
OAM
609
Occidental Asset Management
California
$239K +$3.43K +22 +2%
TYCC
610
Texas Yale Capital Corp
Florida
$239K +$230K +1,478 New
CSPIA
611
Cary Street Partners Investment Advisory
Virginia
$237K +$35.7K +229 +19%
WFP
612
Wrenne Financial Planning
Kentucky
$234K -$623 -4 -0.3%
PI
613
PFG Investments
New York
$233K +$17.3K +111 +8%
SFS
614
Sowell Financial Services
Arkansas
$233K -$4.36K -28 -2%
VR
615
Vision Retirement
New Jersey
$230K +$222K +1,426 New
AUB
616
Atlantic Union Bankshares
Virginia
$230K +$84.7K +544 +62%
LS
617
Livforsakringsbolaget Skandia
Sweden
$228K +$1.4K +9 +0.6%
IWA
618
Icon Wealth Advisors
Texas
$226K +$6.54K +42 +3%
MFG
619
Merit Financial Group
Georgia
$226K +$217K +1,396 New
LW
620
Livet Wealth
Utah
$225K +$217K +1,395 New
YWS
621
Yarger Wealth Strategies
Ohio
$221K +$4.99K +32 +2%
SWP
622
Sagespring Wealth Partners
Tennessee
$216K +$209K +1,339 New
VCM
623
Virtue Capital Management
Tennessee
$216K -$536K -3,438 -73%
TWP
624
Tower Wealth Partners
Pennsylvania
$214K
PA
625
PharVision Advisers
Florida
$214K +$206K +1,325 New