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Ares Management

762 hedge funds and large institutions have $30.6B invested in Ares Management in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 312 increasing their positions, 238 reducing their positions, and 77 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:

more funds holding

Funds holding:

less ownership

Funds ownership:

8% less capital invested

Capital invested by funds: $33.2B → $30.6B (-$2.58B)

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
762
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
RRA
801
Round Rock Advisors
Connecticut
GC
802
Guggenheim Capital
Illinois
MCM
803
Monument Capital Management
Virginia
DAS
804
Diversify Advisory Services
Utah
KWM
805
Kingsview Wealth Management
Oregon
VC
806
Vicus Capital
Pennsylvania
TPA
807
Trivium Point Advisory
Connecticut
CAS
808
CTC Alternative Strategies
Illinois
WI
809
WrapManager Inc
California
KPWS
810
Kestra Private Wealth Services
Texas
PWP
811
Phillips Wealth Planners
Mississippi
XWM
812
Xcel Wealth Management
Florida
MAWA
813
Moss Adams Wealth Advisors
Washington
WPA
814
West Paces Advisors
Georgia
LSA
815
Lion Street Advisors
Texas
FCM
816
Fourpath Capital Management
Oklahoma
Koshinski Asset Management
817
Koshinski Asset Management
Illinois
SWP
818
Sagespring Wealth Partners
Tennessee
EAM
819
Erste Asset Management
Austria
GWM
820
Geneos Wealth Management
Colorado
OWA
821
Opal Wealth Advisors
New York
KHC
822
Koesten Hirschmann & Crabtree
Kansas
WSFS
823
Wilmington Savings Fund Society
Delaware
AAS
824
Ameritas Advisory Services
Nebraska
Acadian Asset Management
825
Acadian Asset Management
Massachusetts