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Ares Management

755 hedge funds and large institutions have $30.6B invested in Ares Management in 2025 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 308 increasing their positions, 236 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

8% less capital invested

Capital invested by funds: $33.2B → $30.6B (-$2.57B)

27% less call options, than puts

Call options by funds: $194M | Put options by funds: $266M

53% less funds holding in top 10

Funds holding in top 10: 178 (-9)

Holders
755
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$194M
Puts
$266M
Net Calls
Net Calls Change

Top Sellers

1 -$520M
2 -$194M
3 -$97.6M
4
Brown Advisory
Brown Advisory
Maryland
-$92.4M
5
UBS AM
UBS AM
Illinois
-$65.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WI
801
WrapManager Inc
California
KPWS
802
Kestra Private Wealth Services
Texas
PWP
803
Phillips Wealth Planners
Mississippi
XWM
804
Xcel Wealth Management
Florida
MAWA
805
Moss Adams Wealth Advisors
Washington
WPA
806
West Paces Advisors
Georgia
LSA
807
Lion Street Advisors
Texas
FCM
808
Fourpath Capital Management
Oklahoma
Koshinski Asset Management
809
Koshinski Asset Management
Illinois
SWP
810
Sagespring Wealth Partners
Tennessee
EAM
811
Erste Asset Management
Austria
GWM
812
Geneos Wealth Management
Colorado
OWA
813
Opal Wealth Advisors
New York
KHC
814
Koesten Hirschmann & Crabtree
Kansas
WSFS
815
Wilmington Savings Fund Society
Delaware
AAS
816
Ameritas Advisory Services
Nebraska
Acadian Asset Management
817
Acadian Asset Management
Massachusetts
WOC
818
West Oak Capital
California
GM
819
GeoWealth Management
Illinois
TPWA
820
Twin Peaks Wealth Advisors
California
BFPW
821
BOK Financial Private Wealth
Colorado
WA
822
Whipplewood Advisors
Colorado
RAM
823
Riggs Asset Management
Pennsylvania
CWA
824
Carolina Wealth Advisors
South Carolina
TCA
825
Trifecta Capital Advisors
Illinois