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Ares Management

800 hedge funds and large institutions have $24.3B invested in Ares Management in 2026 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 352 increasing their positions, 231 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 231

13% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 110

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

8% more capital invested

Capital invested by funds: $22.5B → $24.3B (+$1.81B)

5.06% more ownership

Funds ownership: 93.68%98.74% (+5.1%)

0% more funds holding

Funds holding: 799800 (+1)

18% less call options, than puts

Call options by funds: $385M | Put options by funds: $472M

Holders
800
Holders Change
+1
Holders Change %
+0.13%
% of All Funds
9.66%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.16%
New
124
Increased
352
Reduced
231
Closed
110
Calls
$385M
Puts
$472M
Net Calls
-$86.6M
Net Calls Change
+$112M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
676
Trust Company of Vermont
Vermont
$17.4K +$18.7K +156 New
IFWM
677
Institute for Wealth Management
Colorado
$17.3K +$18.6K +155 New
JFGIW
678
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17.1K +$1.08K +9 +6%
SL
679
Salomon & Ludwin
Virginia
$17K +$3.24K +27 +22%
EP
680
Essential Partners
California
$16.6K +$240 +2 +1%
PTC
681
Private Trust Company
Ohio
$16.3K -$360 -3 -2%
MMCM
682
Murphy & Mullick Capital Management
New York
$15.6K +$4.8K +40 +40%
TCOT
683
Trust Company of Toledo
Ohio
$15.2K +$16.4K +137 New
YDMI
684
Y.D. More Investments
Israel
$15.1K +$16.3K +136 New
FMII
685
Farmers & Merchants Investments Inc
Nebraska
$15K
EP
686
Evelyn Partners
$15K +$16.2K +135 New
BWA
687
Basecamp Wealth Advisors
Washington
$14.9K
FCAS
688
First Command Advisory Services
Texas
$14.5K +$8.28K +69 +113%
CTC
689
Cetera Trust Company
Minnesota
$13.9K
STB
690
S&T Bank
Pennsylvania
$13.9K +$7.92K +66 +112%
RA
691
Rational Advisors
New York
$13.5K +$1.32K +11 +10%
WIM
692
Westside Investment Management
California
$12.5K
AP
693
Atwood & Palmer
Missouri
$11.9K
AWM
694
Activest Wealth Management
Florida
$11.9K +$1.8K +15 +16%
SC
695
Stance Capital
Massachusetts
$11.1K +$12K +100 New
CFM
696
Cornerstone Financial Management
Massachusetts
$10.9K +$6.48K +54 +123%
PWA
697
Physician Wealth Advisors
Utah
$10.4K +$840 +7 +8%
RF
698
Rossby Financial
Florida
$10.4K +$1.32K +11 +13%
CA
699
CoreCap Advisors
Michigan
$10.1K +$7.08K +59 +184%
NL
700
NVWM LLC
Pennsylvania
$10.1K +$9.12K +76 +507%

ARES Hedge Fund Activity: Q2 2026 in Review

800 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q2 2026, worth a combined $24.3B — up 8% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new ARES positions and 110 closed out — a net gain of 14 holders — while 352 added to existing stakes and 231 trimmed.

The largest buyer was Bank of America, adding an estimated $919M. The largest seller was Citadel Advisors, cutting an estimated $239M.

  • 800 institutional investors held Ares Management (ARES) as of Q2 2026, up from 799 in Q1 2026.
  • Funds reported $24.3B of Ares Management stock for Q2 2026, up 8% quarter-over-quarter.
  • 124 funds opened new Ares Management positions in Q2 2026 and 110 closed out, a net change of +14 holders.
  • The largest Ares Management buyer in Q2 2026 was Bank of America, an estimated $919M added.
  • The largest Ares Management seller in Q2 2026 was Citadel Advisors, an estimated $239M sold.

Based on aggregated 13F filings for Q2 2026.