ARES icon

Ares Management
ARES

Overview Fund Activity

651 hedge funds and large institutions have $27.4B invested in Ares Management in 2024 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 265 increasing their positions, 182 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
+42
Holders Change %
+6.9%
% of All Funds
9.42%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.17%
New
114
Increased
265
Reduced
182
Closed
67
Calls
$50.6M
Puts
$55.4M
Net Calls
-$4.82M
Net Calls Change
-$13.2M

Top Buyers

1
Brown Advisory
Brown Advisory
Maryland
+$517M
2
ClearBridge Investments
ClearBridge Investments
New York
+$153M
3
Morgan Stanley
Morgan Stanley
New York
+$131M
4
Artisan Partners
Artisan Partners
Wisconsin
+$122M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$106M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$247M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$235M
3
HCM
HMI Capital Management
California
-$86.8M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$85M
5
VVP
Vulcan Value Partners
Alabama
-$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
376
PAX Financial Group
Texas
$620K -$70.9K -455 -10%
FTWA
377
Fifth Third Wealth Advisors
Ohio
$605K +$128K +823 +27%
DWM
378
Dakota Wealth Management
Florida
$601K +$601K +3,858 New
VI
379
Vestcor Inc
New Brunswick, Canada
$599K – – –
KL
380
KWMG LLC
Kansas
$599K – – –
AWM
381
Aries Wealth Management
Maine
$592K +$592K +3,799 New
Bessemer Group
382
Bessemer Group
New Jersey
$575K +$163K +1,044 +39%
GAM
383
Guinness Asset Management
United Kingdom
$550K -$62.6K -402 -10%
SAM
384
Shell Asset Management
Netherlands
$548K +$548K +3,514 New
CF
385
Corebridge Financial
Texas
$548K -$4.99K -32 -0.9%
AWM
386
Axxcess Wealth Management
California
$546K -$5.61K -36 -1%
GSEP
387
Golden State Equity Partners
California
$544K +$234K +1,502 +76%
EF
388
Empowered Funds
Pennsylvania
$538K -$5.04M -32,330 -90%
CAAS
389
Capital Asset Advisory Services
Michigan
$537K -$14.1K -92 -3%
RIM
390
Rakuten Investment Management
Japan
$534K +$144K +920 +37%
SSW
391
Stone Summit Wealth
Florida
$522K – – –
FFO
392
Fiduciary Family Office
Florida
$520K -$427K -2,741 -45%
PPC
393
Park Place Capital
Alabama
$519K -$232K -1,490 -31%
QWP
394
Quotient Wealth Partners
Texas
$511K -$28.2K -181 -5%
GS
395
GTS Securities
New York
$507K +$507K +3,253 New
PA
396
Procyon Advisors
Connecticut
$507K +$183K +1,177 +57%
AP
397
Americana Partners
Texas
$499K +$248K +1,592 +99%
Baird Financial Group
398
Baird Financial Group
Wisconsin
$492K +$1.87K +12 +0.4%
RB
399
Renasant Bank
Mississippi
$490K -$232K -1,490 -32%
Two Sigma Investments
400
Two Sigma Investments
New York
$489K +$220K +1,414 +82%
14 15
16
17 18