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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

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: $33.6B → $22.5B (-$11B)

Holders
793
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
NF
651
Napier Financial
Massachusetts
$39.9K
ISWM
652
Intesa Sanpaolo Wealth Management
$38.2K
QCG
653
Quadrant Capital Group
Ohio
$37.7K
TPWA
654
Twin Peaks Wealth Advisors
California
$35.2K
PF
655
PlanVest Financial
Maryland
$34.9K
HFM
656
Hartford Financial Management
Connecticut
$33.3K
AT
657
Avalon Trust
New Mexico
$32.7K
ZBNA
658
Zions Bancorporation, National Association
Utah
$31.4K
RFP
659
Root Financial Partners
California
$30.5K
Twin Tree Management
660
Twin Tree Management
Texas
$30.1K
TFIPS
661
Towarzystwo Funduszy Inwestycyjnych PZU SA
$29.5K
EWP
662
Elevation Wealth Partners
California
$28.9K
RIL
663
Rothschild Investment LLC
Illinois
$28.6K
EB
664
Eastern Bank
Massachusetts
$27.3K
MAM
665
Morse Asset Management
Connecticut
$27.3K
FHC
666
First Horizon Corporation
Tennessee
$25K
AFC
667
Ares Financial Consulting
California
$24.8K
BCWM
668
Bartlett & Co Wealth Management
Ohio
$24.2K
VNT
669
Vanguard National Trust
Pennsylvania
$23.9K
OCM
670
Osbon Capital Management
Massachusetts
$21.6K
PMFA
671
Plante Moran Financial Advisors
Michigan
$21.5K
CTC
672
Central Trust Company
Missouri
$20.7K
CFB
673
Cullen/Frost Bankers
Texas
$19.6K
NWMP
674
Noble Wealth Management PBC
Colorado
$19.6K
BL
675
BFSG LLC
California
$19.3K