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Ares Management
ARES

738 hedge funds and large institutions have $27B invested in Ares Management in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 324 increasing their positions, 208 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 208

21% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 92

1% more funds holding

Funds holding: 730 → 738 (+8)

0.46% less ownership

Funds ownership: 90.83% → 90.37% (-0.46%)

8% less funds holding in top 10

Funds holding in top 10: 13 → 12 (-1)

15% less capital invested

Capital invested by funds: $31.9B → $27B (-$4.89B)

62% less call options, than puts

Call options by funds: $74.6M | Put options by funds: $198M

Holders
738
Holders Change
+8
Holders Change %
+1.1%
% of All Funds
9.9%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
111
Increased
324
Reduced
208
Closed
92
Calls
$74.6M
Puts
$198M
Net Calls
-$123M
Net Calls Change
-$104M

Top Buyers

1
AM
AGF Management
Ontario, Canada
+$264M
2
N
Nuveen
North Carolina
+$241M
3
Capital World Investors
Capital World Investors
California
+$200M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$166M
5
Bank of America
Bank of America
North Carolina
+$138M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$305M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$145M
3
Citadel Advisors
Citadel Advisors
Florida
-$110M
4
Millennium Management
Millennium Management
New York
-$92.3M
5
Invesco
Invesco
Georgia
-$54.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
EC
776
EntryPoint Capital
New York
– -$380K -2,144 Closed
SOS
777
Silver Oak Securities
Tennessee
– -$365K -2,041 Closed
BFG
778
Bleakley Financial Group
New Jersey
– -$354K -2,000 Closed
FWM
779
FFT Wealth Management
Pennsylvania
– -$349K -1,972 Closed
NAS
780
Nicolet Advisory Services
Wisconsin
– -$309K -1,763 Closed
NCFG
781
New Century Financial Group
New Jersey
– -$306K -1,688 Closed
JSC
782
Jackson Square Capital
California
– -$258K -1,460 Closed
ACM
783
Advisors Capital Management
New Jersey
– -$251K -1,420 Closed
AC
784
ASB Consultores
Florida
– -$251K -1,418 Closed
SWM
785
SeaCrest Wealth Management
New York
– -$248K -1,400 Closed
GWM
786
Gibbs Wealth Management
Georgia
– -$240K -1,358 Closed
PI
787
PFG Investments
New York
– -$238K -1,345 Closed
VC
788
Vicus Capital
Pennsylvania
– -$234K -1,319 Closed
PWP
789
Phillips Wealth Planners
Mississippi
– -$230K -1,316 Closed
WPC
790
Wedmont Private Capital
Pennsylvania
– -$229K -1,310 Closed
EFG
791
Embree Financial Group
Illinois
– -$232K -1,309 Closed
XWM
792
Xcel Wealth Management
Florida
– -$230K -1,300 Closed
CCP
793
Clarity Capital Partners
California
– -$229K -1,294 Closed
YWS
794
Yarger Wealth Strategies
Ohio
– -$227K -1,281 Closed
AIM
795
AHL Investment Management
Florida
– -$225K -1,269 Closed
LSA
796
Lion Street Advisors
Texas
– -$220K -1,242 Closed
KPWS
797
Kestra Private Wealth Services
Texas
– -$218K -1,234 Closed
TWP
798
Tower Wealth Partners
Pennsylvania
– -$218K -1,229 Closed
CAG
799
Csenge Advisory Group
Florida
– -$215K -1,215 Closed
SGI
800
Summit Global Investments
Utah
– -$215K -1,214 Closed
30 31
32
33 34

ARES Hedge Fund Activity: Q1 2025 in Review

738 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q1 2025, worth a combined $27B — down 15% from $31.9B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new ARES positions and 92 closed out — a net gain of 19 holders — while 324 added to existing stakes and 208 trimmed.

The largest buyer was AGF Management, opening a new position worth an estimated $264M. The largest seller was Wellington Management Group, cutting an estimated $305M.

  • 738 institutional investors held Ares Management (ARES) as of Q1 2025, up from 730 in Q4 2024.
  • Funds reported $27B of Ares Management stock for Q1 2025, down 15% quarter-over-quarter.
  • 111 funds opened new Ares Management positions in Q1 2025 and 92 closed out, a net change of +19 holders.
  • The largest Ares Management buyer in Q1 2025 was AGF Management, an estimated $264M added.
  • The largest Ares Management seller in Q1 2025 was Wellington Management Group, an estimated $305M sold.

Based on aggregated 13F filings for Q1 2025.