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Ares Management
ARES

Overview Fund Activity

756 hedge funds and large institutions have $33.2B invested in Ares Management in 2025 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 310 increasing their positions, 261 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
756
Holders Change
+28
Holders Change %
+3.85%
% of All Funds
10.14%
Holding in Top 10
17
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+41.67%
% of All Funds
0.23%
New
107
Increased
310
Reduced
261
Closed
69
Calls
$129M
Puts
$331M
Net Calls
-$202M
Net Calls Change
-$79.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.08B
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.63B
3
Franklin Resources
Franklin Resources
California
$973M
4
VVP
Vulcan Value Partners
Alabama
$217M
5
Winslow Capital Management
Winslow Capital Management
Minnesota
$162M

Top Sellers

1
LPC
Lone Pine Capital
Connecticut
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.19B
3
Invesco
Invesco
Georgia
$267M
4
Marshall Wace
Marshall Wace
United Kingdom
$26.9M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$794M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
676
JFS Wealth Advisors
Pennsylvania
$11.8K +$2.43K +14 +26%
TWD
677
True Wealth Design
Ohio
$11.4K +$10.9K +63 +2,100%
CWM
678
Centricity Wealth Management
Ohio
$11.3K – – –
WA
679
WPG Advisers
Maryland
$10.9K -$4.68K -27 -30%
MSWA
680
Marshall & Sterling Wealth Advisors
New York
$9.53K +$693 +4 +8%
AW
681
Avion Wealth
Texas
$9K +$4.18K +26 +87%
WWM
682
Wolff Wiese Magana
California
$8.83K -$4.5K -26 -34%
BFPW
683
BOK Financial Private Wealth
Colorado
$8.31K +$8.31K +48 New
KPP
684
Kings Path Partners
Texas
$7.62K – – –
BIA
685
Bell Investment Advisors
California
$7.28K +$1.39K +8 +24%
CAL
686
Capital Advisors Ltd
Ohio
$7K -$9.15K -51 -57%
POIA
687
Pin Oak Investment Advisors
Texas
$7K – – –
AWM
688
Activest Wealth Management
Florida
$6.93K +$6.41K +37 +1,233%
Kayne Anderson Rudnick Investment Management
689
Kayne Anderson Rudnick Investment Management
California
$6.71K +$4.95K +28 +280%
SIC
690
SJS Investment Consulting
Ohio
$6.58K -$346 -2 -5%
STB
691
S&T Bank
Pennsylvania
$6.58K +$4.16K +24 +171%
RS
692
Rakuten Securities
Japan
$6.41K -$40.2K -232 -86%
WA
693
Whipplewood Advisors
Colorado
$6.24K -$2.43K -14 -28%
CPG
694
Cornerstone Planning Group
New Jersey
$6.2K +$2.44K +13 +65%
GWP
695
Gen-Wealth Partners
Michigan
$6.06K – – –
MCM
696
MV Capital Management
Maryland
$5.89K +$1.21K +7 +26%
TPW
697
Talon Private Wealth
Florida
$5.89K +$5.89K +34 New
RAM
698
Riggs Asset Management
Pennsylvania
$5.72K +$4.16K +24 +267%
TC
699
Truvestments Capital
Florida
$5.54K – – –
SS
700
Sunbelt Securities
Texas
$4.96K – – –
26 27
28
29 30