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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
AW
726
Avion Wealth
Texas
$4K
CAL
727
Capital Advisors Ltd
Ohio
$4K
FC
728
Financial Consulate
Maryland
$3.93K
SWM
729
SHP Wealth Management
Massachusetts
$3.92K
MAM
730
Marquette Asset Management
Minnesota
$3.82K
SSG
731
Summit Securities Group
New York
$3.71K
ATC
732
Adirondack Trust Company
New York
$3.6K
HNW
733
High Note Wealth
Minnesota
$3.6K
AWM
734
Abound Wealth Management
Tennessee
$3.49K
TC
735
Truvestments Capital
Florida
$3.49K
CA
736
CoreCap Advisors
Michigan
$3.49K
RCM
737
Richardson Capital Management
Wisconsin
$3.49K
GEA
738
Glen Eagle Advisors
New Jersey
$3.38K
SEP
739
Signature Equity Partners
Ohio
$3.13K
AAG
740
Armstrong Advisory Group
Massachusetts
$2.95K
RWM
741
RMG Wealth Management
Wisconsin
$2.87K
GGI
742
Godsey & Gibb Inc
Virginia
$2.73K
BLC
743
Brown, Lisle/Cummings
Rhode Island
$2.73K
AG
744
AmeriFlex Group
Nevada
$2.73K
LWMI
745
Legacy Wealth Management (Idaho)
Idaho
$2.73K
CFG
746
Clayton Financial Group
Missouri
$2.73K
KG
747
Kilter Group
New York
$2.51K
MWA
748
Medallion Wealth Advisors
Connecticut
$2.51K
IW
749
Imprint Wealth
South Carolina
$2.18K
NB
750
NBT Bank
New York
$2.18K