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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
AT
626
Avalon Trust
New Mexico
$94K
ANBT
627
American National Bank & Trust
Texas
$89.5K
PMFA
628
Plante Moran Financial Advisors
Michigan
$87.5K
RFP
629
Root Financial Partners
California
$87.2K
DI
630
DAGCO Inc
Ohio
$79.9K
SWP
631
Strategic Wealth Partners
Ohio
$78.3K
JFGIW
632
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72.4K
CFO
633
CVA Family Office
Colorado
$72K
WBC
634
Westpac Banking Corp
Australia
$70.7K
HI
635
Harbour Investments
Wisconsin
$68.4K
GKIM
636
GW&K Investment Management
Massachusetts
$67K
C
637
Covestor
United Kingdom
$67K
SIC
638
Salem Investment Counselors
North Carolina
$66.4K
BF
639
BOK Financial
Oklahoma
$65.9K
KFI
640
Key Financial Inc
Pennsylvania
$62.7K
PTC
641
Private Trust Company
Ohio
$54.2K
FHC
642
First Horizon Corporation
Tennessee
$51.3K
WTA
643
Washington Trust Advisors
Massachusetts
$50.4K
BBHC
644
Brown Brothers Harriman & Co
New York
$45.4K
TFIPS
645
Towarzystwo Funduszy Inwestycyjnych PZU SA
$43.2K
RA
646
Rise Advisors
New York
$43.1K
RWA
647
Redmont Wealth Advisors
Illinois
$40.3K
EB
648
Eastern Bank
Massachusetts
$40K
HFM
649
Hartford Financial Management
Connecticut
$35.7K
FNWA
650
Financial Network Wealth Advisors
Utah
$33.9K