Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ARES MANAGEMENT CORPORATION (ARES)

800 + Investors. Track Smart Money conviction in ARES. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +51
Streak
10Q ▲
Buyers last Q
58%

Smart Money Signals — ARES

Based on 777 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added ARES than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
777 hedge funds hold ARES right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+96 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

469 buying339 selling
Last quarter: 469 funds bought or added vs 339 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+67 vs last Q)

new funds entering per quarter
Funds opening a new ARES position: 116 → 106 → 96 → 163. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 27% medium ■ 24% new
379 out of 777 hedge funds have held ARES for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

119 → 116 → 106 → 96 → 163 new funds/Q
New funds entering each quarter: 116 → 106 → 96 → 163. A growing number of institutions are discovering ARES each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 51% of holders stayed 2+ years

■ 51% veterans ■ 16% 1-2yr ■ 32% new
Of 800 current holders: 411 (51%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds
46 of 777 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in ARES. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: ARES

How many hedge funds hold ARES — quarterly history vs. share price
Quarterly hedge fund ownership of ARES vs. share price

Market Analysis: ARES

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ARES

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

99 top-rated funds 8 high-conviction
Consensus
8.7
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: ARES
2026 Q1 Stats Unlock in 22 days 800 + Investors

Track Smart Money conviction in ARES. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 800 751 6.52%
13F Shares 211M 193M 9.61%
Total Value $32.90B $29.53B 11.42%
New Positions 166 96 +70
Increased Positions 332 343 -11
Closed Positions 114 97 +17
Reduced Positions 259 262 -3
Total Calls 13 14 -7.14%
Total Puts 15 14 7.14%
PUT/CALL Ratio 1.15 1.0 Neutral

Statistics: ARES

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Institutional Holders (2026 Q1)

800 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ARES. Verified SEC 13F-HR filings.

Top 25 institutional holders of ARES — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Curated Wealth Partners LLC 20.19% 1,468,535 $160.2M
2 Hamlin Capital Management, LLC 2.49% 945,301 $103.1M
3 PEREGRINE CAPITAL MANAGEMENT LLC 2.37% 584,716 $63.8M
4 Significant Wealth Partners LLC 2.37% 17,607 $1.9M
5 Portman Square Capital LLP 1.29% 307,000 $33.5M
6 Overbrook Management Corp 1.05% 50,878 $5.6M
7 Capital Investment Counsel, LLC 0.94% 62,660 $6.8M
8 Fjell Capital, LLC 0.79% 9,388 $1.0M
9 Nicholas Wealth, LLC. 0.64% 8,553 $933K
10 Granite FO LLC 0.50% 7,705 $841K
11 STABLEFORD CAPITAL II LLC 0.49% 11,987 $1.3M
12 Cox Capital Mgt LLC 0.46% 6,371 $695K
13 SPIREPOINT PRIVATE CLIENT, LLC 0.38% 36,413 $4.0M
14 Secure Asset Management, LLC 0.29% 16,797 $1.8M
15 Genesee Capital Advisors, LLC 0.22% 4,836 $528K
16 CERTIOR FINANCIAL GROUP, LLC 0.21% 3,076 $336K
17 Pallas Capital Advisors LLC 0.20% 48,634 $5.3M
18 Western Financial Corp/CA 0.18% 4,198 $458K
19 Dynamic Advisor Solutions LLC 0.16% 47,864 $5.2M
20 Williams & Novak, LLC 0.16% 2,000 $212K
21 Sumitomo Mitsui DS Asset Management Company, Ltd 0.16% 178,122 $19.4M
22 Argos Wealth Advisors, LLC 0.15% 4,848 $529K
23 HARRELL INVESTMENT PARTNERS, LLC 0.14% 5,560 $607K
24 Uniting Wealth Partners, LLC 0.14% 6,000 $655K
25 Coastline Trust Co 0.13% 11,724 $1.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ARES MANAGEMENT CORPORATION (ARES)

What does the Smart Money Trend signal show for ARES?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added ARES than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ARES?

Slight buying edge — 58% buying: Last quarter: 469 funds bought or added vs 339 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ARES holders?

Elite ownership — 62% AUM from top-100 funds: 46 of 777 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in ARES. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held ARES?

49% of holders stayed for 2+ years: 379 out of 777 hedge funds have held ARES for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.