Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ares Management Corporation (ARES)

796 + 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
↓ -15
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — ARES

Based on 801 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ARES positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
801 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 — +11% more funds vs a year ago

fund count last 6Q
+77 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

450 buying450 selling
Last quarter: 450 funds bought or added vs 450 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.
⚠️

Fewer new buyers each quarter (-20 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 111 → 99 → 174 → 154. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 23% medium ■ 28% new
392 out of 801 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.
💎

Buying through price weakness — shares -1%, value -32%

Value
-31%
Shares
-1%
Last quarter: funds added -1% more shares while total portfolio value only changed -32%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
🚀

Acceleration phase — new buyers rushing in

123 → 111 → 99 → 174 → 154 new funds/Q
New funds entering each quarter: 111 → 99 → 174 → 154. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 53% veterans vs 33% newcomers

■ 53% veterans ■ 14% 1-2yr ■ 33% new
Entry-cohort mix of 844 holders: 451 (53%) are 2+ year veterans, 118 entered 1–2 years ago, and 275 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
63 of 792 holders are among the 100 largest funds by AUM, controlling 52% 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.

Institutional Sentiment Summary — ARES

In 2026 Q1, 450 hedge funds were net buyers of ARES (154 opened a new position, 296 added to an existing one), while 450 reduced or exited (281 trimmed, 169 sold completely) — a 50% buyer ratio, indicating a slight buying edge. 52% of total institutional value in ARES is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -15 funds (more exits than new entries). Total institutional holders: 801.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Ares Management Corporation (ARES) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ARES has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 74d ago
ARES
+23.6%
XLF
+6.6%

ARES outperformed XLF by +17.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
ARES
+9.3%
XLF
+3.0%

Since the filing became public, ARES outperformed XLF by +6.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

48 top-rated funds 6 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: ARES
796 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 796 816 -2.45%
13F Shares 210M 212M -1.16%
Total Value $22.52B $33.09B -31.94%
New Positions 151 174 -23
Increased Positions 293 308 -15
Closed Positions 171 114 +57
Reduced Positions 265 235 +30
Total Calls 20 13 53.85%
Total Puts 32 15 113.33%
PUT/CALL Ratio 1.6 1.15 Bearish

Statistics: ARES

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Financial Highlights

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Institutional Holders (2026 Q1)

796 + investors

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

QUARTER:
Top 25 ARES holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sumitomo Mitsui Financial Group, INC. 29.54% 13,364,740 $1.46B
2 Curated Wealth Partners LLC 20.19% 1,468,535 $160.2M
3 LRI Investments, LLC 20.12% 2,342,199 $227.1M
4 Cat Rock Capital Management LP 9.97% 588,100 $64.2M
5 Estuary Capital Management LP 6.00% 328,411 $35.8M
6 Incline Global Management LLC 5.66% 132,123 $14.4M
7 Vulcan Value Partners, LLC 4.89% 1,691,176 $184.5M
8 Portland Investment Counsel INC. 4.24% 121,074 $13.2M
9 Partners Group Holding AG 4.17% 516,253 $56.3M
10 Northern Right Capital Management, L.P. 3.82% 98,294 $10.7M
11 RDST Capital LLC 3.37% 321,000 $35.0M
12 Guardian Point Capital, LP 3.37% 75,000 $8.2M
13 Saraza Management, LP 2.74% 59,950 $6.5M
14 Hamlin Capital Management, LLC 2.49% 945,301 $103.1M
15 Peregrine Capital Management LLC 2.37% 584,716 $63.8M
16 Significant Wealth Partners LLC 2.37% 17,607 $1.9M
17 OCO Capital Partners, L.P. 2.34% 87,500 $9.5M
18 Alpine Global Management, LLC 2.20% 134,649 $14.7M
19 Osprey Private Wealth LLC 1.88% 59,530 $6.5M
20 Quilter Plc 1.71% 890,884 $97.2M
21 ClearAlpha Technologies LP 1.32% 5,881 $642K
22 Portman Square Capital LLP 1.29% 307,000 $33.5M
23 Sandler Capital Management 1.27% 22,500 $2.5M
24 Cincinnati Specialty Underwriters Insurance CO 1.20% 45,315 $4.9M
25 Advent International, L.P. 1.10% 428,720 $46.8M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ARES positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ARES?

Slight buying edge — 50% buying: Last quarter: 450 funds bought or added vs 450 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 — 52% AUM from top-100 funds: 63 of 792 holders are among the 100 largest funds by AUM, controlling 52% 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: 392 out of 801 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.

Is it too late to buy Ares Management Corporation (ARES) following the 2026 Q1 hedge fund 13F filings?

As of today, ARES has moved +9.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.0% for the XLF sector ETF — an outperformance of +6.3%. Since the quarter end (March 31, 2026), ARES has gained +23.6% vs +6.6% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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