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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

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: $33.6B → $22.5B (-$11B)

Holders
793
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
CAAS
876
Capital Asset Advisory Services
Michigan
MWM
877
Maridea Wealth Management
New York
FFO
878
Fiduciary Family Office
Florida
TF
879
Trek Financial
Arizona
AGC
880
Aspen Grove Capital
Colorado
AFG
881
Atomi Financial Group
New York
BFA
882
Beaumont Financial Advisors
Massachusetts
CGH
883
Crossmark Global Holdings
Texas
FG
884
Fiduciary Group
Georgia
FCBT
885
First Citizens Bank & Trust
North Carolina
RWB
886
RMR Wealth Builders
New Jersey
MYIA
887
Mount Yale Investment Advisors
Colorado
IAN
888
Integrated Advisors Network
Texas
NP
889
Nilsine Partners
Colorado
EPG
890
Estate Planners Group
Pennsylvania
FCM
891
FJ Capital Management
Virginia
BRWA
892
B. Riley Wealth Advisors
Florida
MGWM
893
Marks Group Wealth Management
Minnesota
WPC
894
Wedmont Private Capital
Pennsylvania
FFM
895
Forum Financial Management
Illinois
OAM
896
Occidental Asset Management
California
TYCC
897
Texas Yale Capital Corp
Florida
WFP
898
Wrenne Financial Planning
Kentucky
PI
899
PFG Investments
New York
SFS
900
Sowell Financial Services
Arkansas