We are live on ! Find out more
ARES icon

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
CWP
801
Cyndeo Wealth Partners
Florida
– -$212K -1,195 Closed
BCM
802
Brookstone Capital Management
Illinois
– -$211K -1,190 Closed
GL
803
Graypoint LLC
New York
– -$210K -1,187 Closed
LP
804
LGL Partners
Pennsylvania
– -$209K -1,183 Closed
AFG
805
Atomi Financial Group
New York
– -$208K -1,173 Closed
SPA
806
Sherbrooke Park Advisers
New York
– -$207K -1,168 Closed
MGIA
807
Moneta Group Investment Advisors
Missouri
– -$204K -1,152 Closed
Simplex Trading
808
Simplex Trading
Illinois
– -$163K -946 Closed
AGWCA
809
Annis Gardner Whiting Capital Advisors
Florida
– -$144K -815 Closed
EC
810
Elequin Capital
New York
– -$33.1K -187 Closed
FFA
811
Fairfield Financial Advisors
Massachusetts
– -$28.6K -162 Closed
OC
812
Oarsman Capital
Wisconsin
– -$20.7K -117 Closed
CAS
813
Coppell Advisory Solutions
Texas
– -$16.1K -90 Closed
AWM
814
Avior Wealth Management
Nebraska
– -$6.9K -39 Closed
CT
815
Colonial Trust
South Carolina
– -$6.37K -36 Closed
RCM
816
Raleigh Capital Management
North Carolina
– -$6.2K -35 Closed
HCM
817
Hollencrest Capital Management
California
– -$6.02K -34 Closed
EBA
818
Eagle Bay Advisors
New York
– -$4.96K -28 Closed
TAM
819
Tucker Asset Management
Colorado
– -$4.96K -28 Closed
CA
820
Continuum Advisory
Idaho
– -$4.78K -27 Closed
KIM
821
Kestra Investment Management
Texas
– -$4.32K -24 Closed
CF
822
Conquis Financial
California
– -$3.01K -17 Closed
TPW
823
Talon Private Wealth
Florida
– -$3.01K -17 Closed
CWP
824
Concord Wealth Partners
Virginia
– -$1.77K -10 Closed
Lazard Asset Management
825
Lazard Asset Management
New York
– -$1K -8 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.