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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
CPG
701
Cornerstone Planning Group
New Jersey
$10.1K
AWM
702
Activest Wealth Management
Florida
$10K
BIA
703
Bell Investment Advisors
California
$9.38K
PWA
704
Physician Wealth Advisors
Utah
$9.38K
RS
705
Rakuten Securities
Japan
$9.38K
WA
706
WPG Advisers
Maryland
$8.95K
GBT
707
Grove Bank & Trust
Florida
$8.84K
KAS
708
Kemnay Advisory Services
New York
$8.73K
AS
709
Altshuler Shaham
Israel
$8.73K
RF
710
Rossby Financial
Florida
$8.68K
WA
711
Westfuller Advisors
New York
$6.68K
FCAS
712
First Command Advisory Services
Texas
$6.66K
VNIM
713
Vaughan Nelson Investment Management
Texas
$6.55K
STB
714
S&T Bank
Pennsylvania
$6.44K
JWA
715
JFS Wealth Advisors
Pennsylvania
$6.22K
WWM
716
Wolff Wiese Magana
California
$6.11K
1CP
717
1015 Capital Partners
Pennsylvania
$5.67K
NSIM
718
North Star Investment Management
Illinois
$5.24K
TFA
719
Transamerica Financial Advisors
Florida
$5.02K
TWD
720
True Wealth Design
Ohio
$4.91K
VWA
721
Valued Wealth Advisors
Utah
$4.91K
CFM
722
Cornerstone Financial Management
Massachusetts
$4.8K
BWL
723
Bogart Wealth LLC
Virginia
$4.69K
MAM
724
Meeder Asset Management
Ohio
$4.58K
CT
725
Colonial Trust
South Carolina
$4.58K