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Ares Management

789 hedge funds and large institutions have $22.5B invested in Ares Management in 2026 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 289 increasing their positions, 272 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less first-time investments, than exits

New positions opened: | Existing positions closed:

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: $33.5B → $22.5B (-$11B)

Holders
789
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$408M
Puts
$606M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFO
876
Fiduciary Family Office
Florida
TF
877
Trek Financial
Arizona
AGC
878
Aspen Grove Capital
Colorado
AFG
879
Atomi Financial Group
New York
BFA
880
Beaumont Financial Advisors
Massachusetts
CGH
881
Crossmark Global Holdings
Texas
FG
882
Fiduciary Group
Georgia
FCBT
883
First Citizens Bank & Trust
North Carolina
RWB
884
RMR Wealth Builders
New Jersey
MYIA
885
Mount Yale Investment Advisors
Colorado
IAN
886
Integrated Advisors Network
Texas
NP
887
Nilsine Partners
Colorado
EPG
888
Estate Planners Group
Pennsylvania
FCM
889
FJ Capital Management
Virginia
BRWA
890
B. Riley Wealth Advisors
Florida
MGWM
891
Marks Group Wealth Management
Minnesota
WPC
892
Wedmont Private Capital
Pennsylvania
FFM
893
Forum Financial Management
Illinois
OAM
894
Occidental Asset Management
California
TYCC
895
Texas Yale Capital Corp
Florida
WFP
896
Wrenne Financial Planning
Kentucky
PI
897
PFG Investments
New York
SFS
898
Sowell Financial Services
Arkansas
IWA
899
Icon Wealth Advisors
Texas
LW
900
Livet Wealth
Utah