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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
SC
751
SouthState Corp
Florida
$1.85K
CIAS
752
CBIZ Investment Advisory Services
Ohio
$1.85K
NL
753
NVWM LLC
Pennsylvania
$1.64K
VWM
754
Vermillion Wealth Management
Minnesota
$1.53K
FFO
755
Fortitude Family Office
Arizona
$1.42K
LWM
756
Lodestone Wealth Management
Washington
$1.42K
DPW
757
DiNuzzo Private Wealth
Pennsylvania
$1.31K
SFS
758
Sunrise Financial Services
Washington
$1.31K
IRC
759
Investors Research Corp
Georgia
$1.31K
GWS
760
Greykasell Wealth Strategies
California
$1.23K
MCM
761
MV Capital Management
Maryland
$1.2K
DF
762
Dunhill Financial
United Kingdom
$1.13K
BHWM
763
Bay Harbor Wealth Management
Maryland
$1.09K
M
764
MOTCO
Texas
$1.09K
ACA
765
American Capital Advisory
Idaho
$1.09K
PCM
766
Penserra Capital Management
California
$1K
TM
767
Torren Management
California
$925
DFA
768
DHJJ Financial Advisors
Illinois
$873
PWMG
769
Private Wealth Management Group
New Jersey
$764
WA
770
WestEnd Advisors
North Carolina
$764
QWM
771
Quaker Wealth Management
New Jersey
$764
S
772
Sachetta
Massachusetts
$764
PWA
773
Portus Wealth Advisors
North Carolina
$764
HFS
774
Hughes Financial Services
Virginia
$655
RWM
775
Rialto Wealth Management
New York
$546