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Ares Management
ARES

Overview Fund Activity

727 hedge funds and large institutions have $26.7B invested in Ares Management in 2025 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 320 increasing their positions, 203 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
727
Holders Change
+5
Holders Change %
+0.69%
% of All Funds
9.88%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
110
Increased
320
Reduced
203
Closed
91
Calls
$74.6M
Puts
$198M
Net Calls
-$123M
Net Calls Change
-$104M

Top Buyers

1
AM
AGF Management
Ontario, Canada
+$224M
2
Capital World Investors
Capital World Investors
California
+$170M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$141M
4
Bank of America
Bank of America
North Carolina
+$117M
5
Franklin Resources
Franklin Resources
California
+$101M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$259M
2
Citadel Advisors
Citadel Advisors
Florida
-$113M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$103M
4
BP
BNP Paribas
France
-$86.6M
5
Millennium Management
Millennium Management
New York
-$78.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EB
626
Eastern Bank
Massachusetts
$36.7K – – –
AAP
627
Arax Advisory Partners
Colorado
$34.6K +$32.5K +222 +1,586%
CFO
628
CVA Family Office
Colorado
$34.5K -$5.86K -40 -15%
Acadian Asset Management
629
Acadian Asset Management
Massachusetts
$34K – – –
HFM
630
Hartford Financial Management
Connecticut
$32.7K – – –
RTC
631
Riverview Trust Company
Washington
$32K -$880 -6 -3%
FNWA
632
Financial Network Wealth Advisors
Utah
$31.1K +$31.1K +212 New
CWM
633
Compass Wealth Management
Connecticut
$30.8K – – –
NWMP
634
Noble Wealth Management PBC
Colorado
$29.6K – – –
RWA
635
Redmont Wealth Advisors
Illinois
$28K +$28K +191 New
HCP
636
Hexagon Capital Partners
Arkansas
$25.4K -$293 -2 -1%
BCWM
637
Bartlett & Co Wealth Management
Ohio
$25.1K +$3.81K +26 +18%
EPIM
638
Evelyn Partners Investment Management
$23.2K +$23.2K +128 New
VCM
639
Versant Capital Management
Arizona
$22.9K -$880 -6 -4%
MAM
640
Meeder Asset Management
Ohio
$22.1K +$11.9K +81 +116%
GM
641
GeoWealth Management
Illinois
$20.4K -$293 -2 -1%
AF
642
Advisornet Financial
Minnesota
$18.9K +$293 +2 +2%
CTC
643
Cetera Trust Company
Minnesota
$18.3K – – –
VNA
644
Valley National Advisers
Pennsylvania
$18K +$8.5K +59 +89%
TCOV
645
Trust Company of Vermont
Vermont
$16.9K – – –
BOJHT
646
Bank of Jackson Hole Trust
Wyoming
$15.7K +$15.7K +92 New
AP
647
Atwood & Palmer
Missouri
$15.7K – – –
T
648
Transce3nd
Texas
$15.5K -$8.8K -60 -36%
WIM
649
Westside Investment Management
California
$14.7K – – –
WF
650
Wayfinding Financial
Washington
$14K +$14K +96 New
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