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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

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
BlackRock
1
BlackRock
New York
$1.76B -$5.35M -40,317 -0.2%
VCM
2
Vanguard Capital Management
Pennsylvania
$1.47B +$1.79B +13,489,463 New
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$1.46B
Capital World Investors
4
Capital World Investors
California
$1.29B +$220M +1,654,954 +16%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.22B +$708M +5,333,577 +91%
VPM
6
Vanguard Portfolio Management
Pennsylvania
$1.18B +$1.43B +10,797,022 New
State Street
7
State Street
Massachusetts
$939M +$12.1M +91,317 +1%
Canada Pension Plan Investment Board
8
Canada Pension Plan Investment Board
Ontario, Canada
$831M +$416M +3,138,008 +70%
Charles Schwab
9
Charles Schwab
California
$651M +$617M +4,648,323 +353%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$611M +$17.9M +135,009 +2%
Franklin Resources
11
Franklin Resources
California
$559M -$36.2M -272,787 -5%
JP Morgan Chase
12
JP Morgan Chase
New York
$487M -$330M -2,487,050 -35%
Bank of America
13
Bank of America
North Carolina
$458M -$40.5M -305,595 -7%
Principal Financial Group
14
Principal Financial Group
Iowa
$437M +$22.5M +169,598 +4%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$422M -$247M -1,859,380 -33%
Capital International Investors
16
Capital International Investors
California
$333M -$159M -1,201,259 -28%
Morgan Stanley
17
Morgan Stanley
New York
$308M -$55.3M -417,052 -13%
N
18
Nuveen
North Carolina
$264M +$8.23M +62,049 +3%
Invesco
19
Invesco
Georgia
$244M +$81.7M +615,844 +38%
LI
20
LRI Investments
Florida
$227M -$6.52M -49,174 -2%
Citadel Advisors
21
Citadel Advisors
Florida
$227M +$200M +1,506,809 +263%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$227M -$519M -3,911,335 -65%
Goldman Sachs
23
Goldman Sachs
New York
$216M +$88.5M +666,938 +51%
Brown Advisory
24
Brown Advisory
Maryland
$213M -$58.3M -439,737 -18%
Northern Trust
25
Northern Trust
Illinois
$206M +$26.3M +197,946 +12%