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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
KG
751
Kilter Group
New York
$2.51K +$1.73K +13 +130%
MWA
752
Medallion Wealth Advisors
Connecticut
$2.51K
IW
753
Imprint Wealth
South Carolina
$2.18K
NB
754
NBT Bank
New York
$2.18K +$2.65K +20 New
SC
755
SouthState Corp
Florida
$1.85K -$9.15K -69 -80%
CIAS
756
CBIZ Investment Advisory Services
Ohio
$1.85K -$6.77K -51 -75%
NL
757
NVWM LLC
Pennsylvania
$1.64K +$1.33K +10 +200%
VWM
758
Vermillion Wealth Management
Minnesota
$1.53K +$1.86K +14 New
FFO
759
Fortitude Family Office
Arizona
$1.42K -$133 -1 -7%
LWM
760
Lodestone Wealth Management
Washington
$1.42K
DPW
761
DiNuzzo Private Wealth
Pennsylvania
$1.31K -$133 -1 -8%
SFS
762
Sunrise Financial Services
Washington
$1.31K
IRC
763
Investors Research Corp
Georgia
$1.31K +$1.59K +12 New
GWS
764
Greykasell Wealth Strategies
California
$1.23K
MCM
765
MV Capital Management
Maryland
$1.2K -$3.18K -24 -69%
DF
766
Dunhill Financial
United Kingdom
$1.13K
BHWM
767
Bay Harbor Wealth Management
Maryland
$1.09K -$531 -4 -29%
M
768
MOTCO
Texas
$1.09K
ACA
769
American Capital Advisory
Idaho
$1.09K +$663 +5 +100%
PCM
770
Penserra Capital Management
California
$1K
TM
771
Torren Management
California
$925 -$13.3K -100 -93%
DFA
772
DHJJ Financial Advisors
Illinois
$873
PWMG
773
Private Wealth Management Group
New Jersey
$764
WA
774
WestEnd Advisors
North Carolina
$764
QWM
775
Quaker Wealth Management
New Jersey
$764 +$531 +4 +133%