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Ares Management

774 hedge funds and large institutions have $30.6B invested in Ares Management in 2025 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 321 increasing their positions, 238 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 238

26% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 77

1% more funds holding

Funds holding: 767774 (+7)

0.32% less ownership

Funds ownership: 89.19%88.87% (-0.32%)

8% less capital invested

Capital invested by funds: $33.2B → $30.6B (-$2.58B)

27% less call options, than puts

Call options by funds: $194M | Put options by funds: $266M

53% less funds holding in top 10

Funds holding in top 10: 178 (-9)

Holders
774
Holders Change
+7
Holders Change %
+0.91%
% of All Funds
10.16%
Holding in Top 10
8
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-52.94%
% of All Funds
0.11%
New
97
Increased
321
Reduced
238
Closed
77
Calls
$194M
Puts
$266M
Net Calls
-$71.6M
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.47B +$133M +740,103 +4%
SMFG
2
Sumitomo Mitsui Financial Group
Japan
$2.14B
BlackRock
3
BlackRock
New York
$2.07B -$43.2M -239,699 -2%
Capital World Investors
4
Capital World Investors
California
$1.85B -$30.1M -166,641 -1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.5B -$586M -3,251,041 -26%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.27B -$14.3M -79,465 -1%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.25B -$70.6M -391,568 -5%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$1.21B +$238M +1,317,049 +21%
Franklin Resources
9
Franklin Resources
California
$847M -$57.3M -317,807 -6%
Bank of America
10
Bank of America
North Carolina
$730M +$61.5M +340,887 +8%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$722M -$12.1M -66,829 -1%
State Street
12
State Street
Massachusetts
$686M +$30M +166,348 +4%
Capital International Investors
13
Capital International Investors
California
$678M +$2.87M +15,913 +0.4%
Morgan Stanley
14
Morgan Stanley
New York
$587M -$3.75M -20,772 -0.6%
Principal Financial Group
15
Principal Financial Group
Iowa
$565M +$17.1M +94,825 +3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$562M +$12.9M +71,461 +2%
Brown Advisory
17
Brown Advisory
Maryland
$459M -$104M -577,624 -17%
LI
18
LRI Investments
Florida
$372M +$43M +238,531 +10%
N
19
Nuveen
North Carolina
$322M -$27.4M -151,818 -7%
American Century Companies
20
American Century Companies
Missouri
$319M -$53.4M -296,070 -13%
Canada Pension Plan Investment Board
21
Canada Pension Plan Investment Board
Ontario, Canada
$317M +$67.9M +376,494 +23%
Raymond James Financial
22
Raymond James Financial
Florida
$290M -$9.79M -54,298 -3%
ClearBridge Investments
23
ClearBridge Investments
New York
$238M -$3.94M -21,827 -1%
Winslow Capital Management
24
Winslow Capital Management
Minnesota
$233M +$94.3M +522,544 +56%
CWP
25
Curated Wealth Partners
California
$227M -$12.7M -70,366 -5%

ARES Hedge Fund Activity: Q3 2025 in Review

774 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q3 2025, worth a combined $30.6B — down 7.8% from $33.2B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new ARES positions and 77 closed out — a net gain of 20 holders — while 321 added to existing stakes and 238 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $238M. The largest seller was Wellington Management Group, cutting an estimated $586M.

  • 774 institutional investors held Ares Management (ARES) as of Q3 2025, up from 767 in Q2 2025.
  • Funds reported $30.6B of Ares Management stock for Q3 2025, down 7.8% quarter-over-quarter.
  • 97 funds opened new Ares Management positions in Q3 2025 and 77 closed out, a net change of +20 holders.
  • The largest Ares Management buyer in Q3 2025 was T. Rowe Price Associates, an estimated $238M added.
  • The largest Ares Management seller in Q3 2025 was Wellington Management Group, an estimated $586M sold.

Based on aggregated 13F filings for Q3 2025.