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Ares Management

793 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: 827793 (-34)

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
793
Holders Change
-34
Holders Change %
-4.11%
% of All Funds
9.77%
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
MCM
626
Manchester Capital Management
Vermont
$84.8K +$21.4K +161 +26%
SIS
627
Sound Income Strategies
Florida
$82.7K +$96.1K +724 +1,270%
GI
628
GAMMA Investing
California
$81.2K +$1.19K +9 +1%
CSP
629
Cary Street Partners
Virginia
$80.2K
IA
630
IFP Advisors
Florida
$77.9K +$26.9K +203 +40%
ANBT
631
American National Bank & Trust
Texas
$73.8K -$5.31K -40 -6%
Bank Julius Baer & Co
632
Bank Julius Baer & Co
Switzerland
$73.1K +$88.9K +670 New
QC
633
Quent Capital
New York
$72.7K -$16.5K -124 -16%
CPA
634
Cardiff Park Advisors
California
$71.1K +$86.5K +652 New
PFBT
635
Parkside Financial Bank & Trust
Missouri
$69.9K +$9.82K +74 +13%
CH
636
Canton Hathaway
Rhode Island
$67.1K -$19.9K -150 -20%
OL
637
OneFund LLC
Florida
$60K +$75.1K +566 New
CCWM
638
Cassaday & Co Wealth Management
Virginia
$55.3K +$67.3K +507 New
DI
639
DAGCO Inc
Ohio
$54.5K
C
640
Covestor
United Kingdom
$49K -$59.8K -451 -50%
WBC
641
Westpac Banking Corp
Australia
$48.2K
ASN
642
Advisory Services Network
Georgia
$47.8K +$58.1K +438 New
SIC
643
Salem Investment Counselors
North Carolina
$45.3K +$55.1K +415 New
BF
644
BOK Financial
Oklahoma
$44.9K -$187K -1,412 -77%
KFI
645
Key Financial Inc
Pennsylvania
$43.6K -$929 -7 -2%
AEPWM
646
Atlantic Edge Private Wealth Management
Florida
$43.6K +$18.6K +140 +54%
Loomis, Sayles & Company
647
Loomis, Sayles & Company
Massachusetts
$43.1K
CFO
648
CVA Family Office
Colorado
$42.8K +$8.09K +61 +18%
OWA
649
Opal Wealth Advisors
New York
$40K +$48.7K +367 New
CI
650
CX Institutional
Indiana
$40K +$23K +173 +91%