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Ares Management

827 hedge funds and large institutions have $33.6B invested in Ares Management in 2025 Q4 according to their latest regulatory filings, with 171 funds opening new positions, 314 increasing their positions, 242 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more funds holding in top 10

Funds holding in top 10: 817 (+9)

69% more first-time investments, than exits

New positions opened: 171 | Existing positions closed: 101

30% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 242

10% more capital invested

Capital invested by funds: $30.6B → $33.6B (+$2.92B)

7.08% more ownership

Funds ownership: 88.87%95.95% (+7.1%)

7% more funds holding

Funds holding: 774827 (+53)

11% less call options, than puts

Call options by funds: $309M | Put options by funds: $347M

Holders
827
Holders Change
+53
Holders Change %
+6.85%
% of All Funds
10.06%
Holding in Top 10
17
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+112.5%
% of All Funds
0.21%
New
171
Increased
314
Reduced
242
Closed
101
Calls
$309M
Puts
$347M
Net Calls
-$37.9M
Net Calls Change
+$33.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
726
JFS Wealth Advisors
Pennsylvania
$11K
TWD
727
True Wealth Design
Ohio
$10.5K -$156 -1 -2%
WA
728
WPG Advisers
Maryland
$10.2K
T. Rowe Price Investment Management
729
T. Rowe Price Investment Management
Maryland
$10K
SIS
730
Sound Income Strategies
Florida
$9.67K
SWM
731
SHP Wealth Management
Massachusetts
$9.19K +$8.88K +57 New
RIL
732
Rothschild Investment LLC
Illinois
$8.89K -$623 -4 -7%
GBT
733
Grove Bank & Trust
Florida
$8.73K +$8.41K +54 New
1CP
734
1015 Capital Partners
Pennsylvania
$8.57K +$8.26K +53 New
WWM
735
Wolff Wiese Magana
California
$8.24K
CA
736
Cresta Advisors
Texas
$8.24K +$7.95K +51 New
EP
737
Essential Partners
California
$8.24K +$3.27K +21 +70%
CT
738
Clearstead Trust
Maine
$8.08K -$7.48K -48 -49%
MAM
739
Meeder Asset Management
Ohio
$8.08K -$623 -4 -7%
AW
740
Avion Wealth
Texas
$8K -$312 -2 -4%
VWA
741
Valued Wealth Advisors
Utah
$7.27K +$7.01K +45 New
KPP
742
Kings Path Partners
Texas
$7.11K
HHMI
743
Howard Hughes Medical Institute
Maryland
$7.11K +$6.86K +44 New
OP
744
ORG Partners
Indiana
$7.11K +$1.09K +7 +19%
IIM
745
IFC & Insurance Marketing
California
$7K +$6.54K +42 New
SIC
746
SJS Investment Consulting
Ohio
$6.79K +$623 +4 +11%
AWM
747
Activest Wealth Management
Florida
$6.79K +$312 +2 +5%
RF
748
Rossby Financial
Florida
$6.79K +$3.12K +20 +91%
CFM
749
Cornerstone Financial Management
Massachusetts
$6.79K +$6.54K +42 New
Kayne Anderson Rudnick Investment Management
750
Kayne Anderson Rudnick Investment Management
California
$6.49K +$312 +2 +5%