We are live on ! Find out more
ARES icon

Ares Management

793 hedge funds and large institutions have $22.5B invested in Ares Management in 2026 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 290 increasing their positions, 275 reducing their positions, and 160 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 275

2.28% less ownership

Funds ownership: 95.95%93.67% (-2.3%)

4% less funds holding

Funds holding: 826793 (-33)

11% less first-time investments, than exits

New positions opened: 142 | Existing positions closed: 160

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: $33.6B → $22.5B (-$11B)

Holders
793
Holders Change
-33
Holders Change %
-4%
% of All Funds
9.77%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.15%
New
142
Increased
290
Reduced
275
Closed
160
Calls
$408M
Puts
$606M
Net Calls
-$198M
Net Calls Change
-$160M
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
876
Capital Asset Advisory Services
Michigan
-$345K -1,958 Closed
MWM
877
Maridea Wealth Management
New York
-$316K -1,957 Closed
FFO
878
Fiduciary Family Office
Florida
-$316K -1,956 Closed
TF
879
Trek Financial
Arizona
-$301K -1,865 Closed
AGC
880
Aspen Grove Capital
Colorado
-$293K -1,812 Closed
AFG
881
Atomi Financial Group
New York
-$288K -1,782 Closed
BFA
882
Beaumont Financial Advisors
Massachusetts
-$284K -1,755 Closed
CGH
883
Crossmark Global Holdings
Texas
-$279K -1,725 Closed
FG
884
Fiduciary Group
Georgia
-$277K -1,715 Closed
FCBT
885
First Citizens Bank & Trust
North Carolina
-$275K -1,703 Closed
RWB
886
RMR Wealth Builders
New Jersey
-$274K -1,698 Closed
MYIA
887
Mount Yale Investment Advisors
Colorado
-$269K -1,663 Closed
IAN
888
Integrated Advisors Network
Texas
-$264K -1,634 Closed
NP
889
Nilsine Partners
Colorado
-$262K -1,619 Closed
EPG
890
Estate Planners Group
Pennsylvania
-$256K -1,581 Closed
FCM
891
FJ Capital Management
Virginia
-$252K -1,557 Closed
BRWA
892
B. Riley Wealth Advisors
Florida
-$250K -1,546 Closed
MGWM
893
Marks Group Wealth Management
Minnesota
-$246K -1,522 Closed
WPC
894
Wedmont Private Capital
Pennsylvania
-$258K -1,513 Closed
FFM
895
Forum Financial Management
Illinois
-$240K -1,482 Closed
OAM
896
Occidental Asset Management
California
-$239K -1,481 Closed
TYCC
897
Texas Yale Capital Corp
Florida
-$239K -1,478 Closed
WFP
898
Wrenne Financial Planning
Kentucky
-$234K -1,445 Closed
PI
899
PFG Investments
New York
-$233K -1,440 Closed
SFS
900
Sowell Financial Services
Arkansas
-$233K -1,439 Closed