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
IWA
901
Icon Wealth Advisors
Texas
-$226K -1,419 Closed
LW
902
Livet Wealth
Utah
-$225K -1,395 Closed
YWS
903
Yarger Wealth Strategies
Ohio
-$221K -1,368 Closed
SWP
904
Sagespring Wealth Partners
Tennessee
-$216K -1,339 Closed
PA
905
PharVision Advisers
Florida
-$214K -1,325 Closed
TWP
906
Tower Wealth Partners
Pennsylvania
-$214K -1,325 Closed
VCM
907
Virtue Capital Management
Tennessee
-$216K -1,297 Closed
FFS
908
Founders Financial Securities
Maryland
-$209K -1,291 Closed
FCM
909
Fourpath Capital Management
Oklahoma
-$207K -1,280 Closed
CIC
910
Carnegie Investment Counsel
Ohio
-$205K -1,269 Closed
SG
911
StoneX Group
New York
-$205K -1,269 Closed
LWANC
912
Laurel Wealth Advisors (North Carolina)
North Carolina
-$183K -1,133 Closed
PR
913
Payden & Rygel
California
-$178K -1,100 Closed
BSB
914
Bangor Savings Bank
Maine
-$87.9K -544 Closed
AA
915
AlphaCentric Advisors
Puerto Rico
-$62.2K -385 Closed
Optiver Holding
916
Optiver Holding
Netherlands
-$56.2K -348 Closed
FIM
917
FWL Investment Management
Texas
-$50.9K -315 Closed
PWM
918
Peck Wealth Management
New York
-$48.5K -300 Closed
EW
919
Elyxium Wealth
California
-$42.4K -263 Closed
WTA
920
Washington Trust Advisors
Massachusetts
-$37.2K -230 Closed
CPBTD
921
Central Pacific Bank - Trust Division
Hawaii
-$35.1K -217 Closed
EPIM
922
Evelyn Partners Investment Management
-$25.5K -158 Closed
SGK
923
Steigerwald Gordon & Koch
Virginia
-$14.5K -90 Closed
EC
924
Elequin Capital
New York
-$14.1K -87 Closed
BP
925
BNP Paribas
France
-$13.8K -85 Closed