We are live on ! Find out more
ARES icon

Ares Management
ARES

738 hedge funds and large institutions have $27B invested in Ares Management in 2025 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 324 increasing their positions, 208 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 208

21% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 92

1% more funds holding

Funds holding: 730 → 738 (+8)

0.46% less ownership

Funds ownership: 90.83% → 90.37% (-0.46%)

8% less funds holding in top 10

Funds holding in top 10: 13 → 12 (-1)

15% less capital invested

Capital invested by funds: $31.9B → $27B (-$4.89B)

62% less call options, than puts

Call options by funds: $74.6M | Put options by funds: $198M

Holders
738
Holders Change
+8
Holders Change %
+1.1%
% of All Funds
9.9%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
111
Increased
324
Reduced
208
Closed
92
Calls
$74.6M
Puts
$198M
Net Calls
-$123M
Net Calls Change
-$104M

Top Buyers

1
AM
AGF Management
Ontario, Canada
+$264M
2
N
Nuveen
North Carolina
+$241M
3
Capital World Investors
Capital World Investors
California
+$200M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$166M
5
Bank of America
Bank of America
North Carolina
+$138M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$305M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$145M
3
Citadel Advisors
Citadel Advisors
Florida
-$110M
4
Millennium Management
Millennium Management
New York
-$92.3M
5
Invesco
Invesco
Georgia
-$54.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.81B +$66.1M +382,273 +2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2B -$305M -1,763,532 -11%
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$1.96B – – –
BlackRock
4
BlackRock
New York
$1.87B -$41.1M -238,141 -2%
Capital World Investors
5
Capital World Investors
California
$1.75B +$200M +1,156,223 +11%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.22B +$5.26M +30,451 +0.4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.18B +$166M +960,828 +14%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$737M -$17.7M -102,457 -2%
Franklin Resources
9
Franklin Resources
California
$613M +$119M +690,313 +20%
Capital International Investors
10
Capital International Investors
California
$612M +$1.36M +7,889 +0.2%
State Street
11
State Street
Massachusetts
$578M -$2.08M -12,019 -0.3%
Bank of America
12
Bank of America
North Carolina
$577M +$138M +796,418 +25%
Brown Advisory
13
Brown Advisory
Maryland
$540M -$7.26M -41,989 -1%
Principal Financial Group
14
Principal Financial Group
Iowa
$492M +$26.3M +152,169 +5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$469M +$35.2M +203,440 +7%
Morgan Stanley
16
Morgan Stanley
New York
$446M +$21.8M +126,313 +4%
LI
17
LRI Investments
Florida
$349M -$37.5M -217,135 -8%
Invesco
18
Invesco
Georgia
$346M -$54.8M -317,064 -12%
Norges Bank
19
Norges Bank
Norway
$312M -$4.25M -24,595 -1%
American Century Companies
20
American Century Companies
Missouri
$292M -$51.8M -299,529 -13%
Raymond James Financial
21
Raymond James Financial
Florida
$279M +$937K +5,424 +0.3%
N
22
Nuveen
North Carolina
$261M +$241M +1,392,228 +361%
Canada Pension Plan Investment Board
23
Canada Pension Plan Investment Board
Ontario, Canada
$253M +$15.6M +90,101 +6%
LPC
24
Lone Pine Capital
Connecticut
$235M -$12.5M -72,602 -4%
AM
25
AGF Management
Ontario, Canada
$224M +$264M +1,528,148 New
1
2 3 4 5

ARES Hedge Fund Activity: Q1 2025 in Review

738 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q1 2025, worth a combined $27B — down 15% from $31.9B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new ARES positions and 92 closed out — a net gain of 19 holders — while 324 added to existing stakes and 208 trimmed.

The largest buyer was AGF Management, opening a new position worth an estimated $264M. The largest seller was Wellington Management Group, cutting an estimated $305M.

  • 738 institutional investors held Ares Management (ARES) as of Q1 2025, up from 730 in Q4 2024.
  • Funds reported $27B of Ares Management stock for Q1 2025, down 15% quarter-over-quarter.
  • 111 funds opened new Ares Management positions in Q1 2025 and 92 closed out, a net change of +19 holders.
  • The largest Ares Management buyer in Q1 2025 was AGF Management, an estimated $264M added.
  • The largest Ares Management seller in Q1 2025 was Wellington Management Group, an estimated $305M sold.

Based on aggregated 13F filings for Q1 2025.