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Ares Management

794 hedge funds and large institutions have $22.5B invested in Ares Management in 2026 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 290 increasing their positions, 275 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 275

2.28% less ownership

Funds ownership: 95.95%93.67% (-2.3%)

4% less funds holding

Funds holding: 827794 (-33)

11% less first-time investments, than exits

New positions opened: 142 | Existing positions closed: 160

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

33% less call options, than puts

Call options by funds: $408M | Put options by funds: $606M

33% less capital invested

Capital invested by funds: $33.6B → $22.5B (-$11B)

Holders
794
Holders Change
-33
Holders Change %
-3.99%
% of All Funds
9.78%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.15%
New
142
Increased
290
Reduced
275
Closed
160
Calls
$408M
Puts
$606M
Net Calls
-$198M
Net Calls Change
-$160M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
601
AlTi Global
New York
$200K -$74.6K -562 -23%
VR
602
Vision Retirement
New Jersey
$193K +$45.4K +342 +24%
CSPIA
603
Cary Street Partners Investment Advisory
Virginia
$186K +$32.5K +245 +17%
CPCPP
604
Canada Post Corporation Pension Plan
Canada
$185K -$438K -3,300 -66%
UBP
605
Union Bancaire Privee
Switzerland
$180K +$225K +1,697 New
AFG
606
Albion Financial Group
Utah
$180K
BAMF
607
BI Asset Management Fondsmaeglerselskab
Denmark
$171K -$5.64M -42,508 -96%
SS
608
Sunbelt Securities
Texas
$167K +$200K +1,506 +5,379%
MPWT
609
MassMutual Private Wealth & Trust
Connecticut
$159K -$9.42K -71 -5%
LS
610
Livforsakringsbolaget Skandia
Sweden
$154K
AUB
611
Atlantic Union Bankshares
Virginia
$144K -$13.4K -101 -7%
HPC
612
HM Payson & Co
Maine
$142K -$1.73K -13 -1%
DWP
613
Destiny Wealth Partners
Florida
$135K +$164K +1,237 New
TWC
614
TD Waterhouse Canada
Ontario, Canada
$133K +$154K +1,158 +1,170%
NS
615
NBC Securities
Alabama
$126K +$133 +1 +0.1%
GWM
616
Geneos Wealth Management
Colorado
$125K +$153K +1,150 New
IPS
617
Investors Portfolio Services
Washington
$116K +$17.5K +132 +14%
SWA
618
SOA Wealth Advisors
New York
$110K +$134K +1,013 New
SAM
619
Smartleaf Asset Management
Massachusetts
$110K -$90.9K -685 -40%
OA
620
Operose Advisors
Wisconsin
$109K +$133K +1,000 New
SS
621
SBI Securities
Japan
$95.8K -$15.4K -116 -12%
BC
622
Bayforest Capital
United Kingdom
$95.6K -$242K -1,826 -68%
CLOS
623
Compagnie Lombard Odier SCmA
Switzerland
$94.9K
HI
624
Harbour Investments
Wisconsin
$89.2K +$18K +136 +20%
UB
625
UMB Bank
Missouri
$85.2K +$98.8K +745 +2,069%