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Ares Management

793 hedge funds and large institutions have $22.5B invested in Ares Management in 2026 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 290 increasing their positions, 275 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 275

2.28% less ownership

Funds ownership: 95.95%93.67% (-2.3%)

4% less funds holding

Funds holding: 827793 (-34)

11% less first-time investments, than exits

New positions opened: 142 | Existing positions closed: 160

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: $33.6B → $22.5B (-$11B)

Holders
793
Holders Change
-34
Holders Change %
-4.11%
% of All Funds
9.77%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.15%
New
142
Increased
290
Reduced
275
Closed
160
Calls
$408M
Puts
$606M
Net Calls
-$198M
Net Calls Change
-$160M
Name Holding Trade Value Shares
Change
Change in
Stake
CFM
726
Cornerstone Financial Management
Massachusetts
$4.8K +$265 +2 +5%
BWL
727
Bogart Wealth LLC
Virginia
$4.69K +$1.73K +13 +43%
MAM
728
Meeder Asset Management
Ohio
$4.58K -$1.06K -8 -16%
CT
729
Colonial Trust
South Carolina
$4.58K +$5.57K +42 New
AW
730
Avion Wealth
Texas
$4K -$1.33K -10 -19%
CAL
731
Capital Advisors Ltd
Ohio
$4K +$265 +2 +5%
FC
732
Financial Consulate
Maryland
$3.93K +$4.78K +36 New
SWM
733
SHP Wealth Management
Massachusetts
$3.92K -$2.79K -21 -37%
MAM
734
Marquette Asset Management
Minnesota
$3.82K +$4.25K +32 +1,067%
SSG
735
Summit Securities Group
New York
$3.71K -$36K -271 -89%
ATC
736
Adirondack Trust Company
New York
$3.6K
HNW
737
High Note Wealth
Minnesota
$3.6K +$2.52K +19 +136%
AWM
738
Abound Wealth Management
Tennessee
$3.49K +$4.25K +32 New
TC
739
Truvestments Capital
Florida
$3.49K
CA
740
CoreCap Advisors
Michigan
$3.49K +$1.99K +15 +88%
RCM
741
Richardson Capital Management
Wisconsin
$3.49K +$4.25K +32 New
GEA
742
Glen Eagle Advisors
New Jersey
$3.38K
SEP
743
Signature Equity Partners
Ohio
$3.13K +$1.19K +9 +45%
AAG
744
Armstrong Advisory Group
Massachusetts
$2.95K
RWM
745
RMG Wealth Management
Wisconsin
$2.87K +$3.05K +23 New
AG
746
AmeriFlex Group
Nevada
$2.73K
BLC
747
Brown, Lisle/Cummings
Rhode Island
$2.73K
GGI
748
Godsey & Gibb Inc
Virginia
$2.73K
LWMI
749
Legacy Wealth Management (Idaho)
Idaho
$2.73K +$796 +6 +32%
CFG
750
Clayton Financial Group
Missouri
$2.73K +$3.32K +25 New