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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 %
AAG
701
Armstrong Advisory Group
Massachusetts
$4.68K +$4.68K +27 New
BWL
702
Bogart Wealth LLC
Virginia
$4.68K -$520 -3 -10%
CH
703
Cromwell Holdings
Wyoming
$4.68K +$2.6K +15 +125%
EPW
704
Evergreen Private Wealth
Colorado
$4.68K +$4.68K +27 New
BLC
705
Brown, Lisle/Cummings
Rhode Island
$4.33K – – –
AT
706
Arlington Trust
Alabama
$4.16K -$40K -231 -91%
HFM
707
Harvest Fund Management
China
$4K – – –
SIS
708
Sound Income Strategies
Florida
$3.98K – – –
RF
709
Rossby Financial
Florida
$3.81K +$3.81K +22 New
HWP
710
Highline Wealth Partners
California
$3.46K -$346 -2 -9%
CWA
711
Carolina Wealth Advisors
South Carolina
$3.12K – – –
FFO
712
Fortitude Family Office
Arizona
$3.12K +$3.12K +18 New
RIL
713
Rothschild Investment LLC
Illinois
$2.94K -$346 -2 -11%
NC
714
North Capital
Utah
$2.6K – – –
CW
715
Curio Wealth
Maryland
$2.6K +$2.43K +14 +1,400%
WCM
716
WealthTrak Capital Management
Virginia
$2.43K +$1.39K +8 +133%
TCA
717
Trifecta Capital Advisors
Illinois
$2.43K +$2.43K +14 New
UB
718
UMB Bank
Missouri
$2.25K -$102K -591 -98%
DPW
719
DiNuzzo Private Wealth
Pennsylvania
$2.25K – – –
PWA
720
Physician Wealth Advisors
Utah
$2.25K +$2.25K +13 New
BAM
721
Bellevue Asset Management
Washington
$2.08K – – –
PCM
722
Penserra Capital Management
California
$2K – – –
DWM
723
Dogwood Wealth Management
Kansas
$1.93K +$1.58K +9 +450%
S
724
Sachetta
Massachusetts
$1.91K +$1.73K +10 +1,000%
M
725
MOTCO
Texas
$1.86K +$1.86K +10 New
27 28
29
30 31