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Ares Management

789 hedge funds and large institutions have $22.5B invested in Ares Management in 2026 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 289 increasing their positions, 272 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

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: $33.5B → $22.5B (-$11B)

Holders
789
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$408M
Puts
$606M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
651
Twin Peaks Wealth Advisors
California
$35.2K
PF
652
PlanVest Financial
Maryland
$34.9K
HFM
653
Hartford Financial Management
Connecticut
$33.3K
AT
654
Avalon Trust
New Mexico
$32.7K
ZBNA
655
Zions Bancorporation, National Association
Utah
$31.4K
RFP
656
Root Financial Partners
California
$30.5K
Twin Tree Management
657
Twin Tree Management
Texas
$30.1K
TFIPS
658
Towarzystwo Funduszy Inwestycyjnych PZU SA
$29.5K
EWP
659
Elevation Wealth Partners
California
$28.9K
RIL
660
Rothschild Investment LLC
Illinois
$28.6K
EB
661
Eastern Bank
Massachusetts
$27.3K
MAM
662
Morse Asset Management
Connecticut
$27.3K
FHC
663
First Horizon Corporation
Tennessee
$25K
AFC
664
Ares Financial Consulting
California
$24.8K
BCWM
665
Bartlett & Co Wealth Management
Ohio
$24.2K
VNT
666
Vanguard National Trust
Pennsylvania
$23.9K
OCM
667
Osbon Capital Management
Massachusetts
$21.6K
PMFA
668
Plante Moran Financial Advisors
Michigan
$21.5K
CTC
669
Central Trust Company
Missouri
$20.7K
CFB
670
Cullen/Frost Bankers
Texas
$19.6K
NWMP
671
Noble Wealth Management PBC
Colorado
$19.6K
BL
672
BFSG LLC
California
$19.3K
CA
673
Crewe Advisors
Utah
$19.1K
FNWA
674
Financial Network Wealth Advisors
Utah
$18.8K
VNA
675
Valley National Advisers
Pennsylvania
$18K