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Ares Management
ARES

Overview Fund Activity

722 hedge funds and large institutions have $31.9B invested in Ares Management in 2024 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 273 increasing their positions, 212 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
722
Holders Change
+71
Holders Change %
+10.91%
% of All Funds
9.61%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
133
Increased
273
Reduced
212
Closed
50
Calls
$35.4M
Puts
$54.5M
Net Calls
-$19.1M
Net Calls Change
-$14.3M

Top Buyers

1
TD Asset Management
TD Asset Management
Ontario, Canada
+$226M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$161M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$143M
4
Millennium Management
Millennium Management
New York
+$108M
5
Citadel Advisors
Citadel Advisors
Florida
+$92.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$313M
2
Capital International Investors
Capital International Investors
California
-$138M
3
Boston Partners
Boston Partners
Massachusetts
-$113M
4
LPC
Lone Pine Capital
Connecticut
-$66.3M
5
VVP
Vulcan Value Partners
Alabama
-$57.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSW
426
Stone Summit Wealth
Florida
$593K – – –
Baird Financial Group
427
Baird Financial Group
Wisconsin
$584K +$25.3K +143 +5%
Walleye Trading
428
Walleye Trading
New York
$572K +$572K +3,232 New
QWP
429
Quotient Wealth Partners
Texas
$568K -$13.3K -75 -2%
AP
430
Americana Partners
Texas
$567K -$177 -1 -0%
JIC
431
Joel Isaacson & Co
New York
$554K +$554K +3,131 New
VI
432
Vestcor Inc
New Brunswick, Canada
$550K -$130K -734 -19%
AAIS
433
ABN AMRO Investment Solutions
$550K +$77.4K +437 +16%
NGA
434
Naples Global Advisors
Florida
$550K – – –
AC
435
Avestar Capital
New York
$550K +$550K +3,105 New
LWL
436
Leo Wealth LLC
Texas
$532K +$2.3K +13 +0.4%
CAAS
437
Capital Asset Advisory Services
Michigan
$531K -$103K -571 -16%
SFA
438
Sequoia Financial Advisors
Ohio
$529K +$75.2K +425 +17%
BIM
439
Bridges Investment Management
Nebraska
$526K +$129K +728 +32%
CFG
440
Copley Financial Group
California
$525K -$28.3K -160 -5%
ZF
441
Zhang Financial
Michigan
$524K +$524K +2,961 New
WI
442
WBI Investments
New Jersey
$523K +$523K +2,952 New
AWM
443
Axxcess Wealth Management
California
$519K -$101K -571 -16%
SCA
444
Sulzberger Capital Advisors
Florida
$515K +$515K +2,910 New
EOJOAM
445
E. Ohman J:or Asset Management
Sweden
$513K +$513K +2,900 New
CFG
446
Certior Financial Group
Pennsylvania
$513K +$513K +2,900 New
IPW
447
Impact Partnership Wealth
Georgia
$513K +$513K +2,898 New
VAS
448
Vestmark Advisory Solutions
Massachusetts
$511K +$197K +1,112 +63%
CCA
449
Catalyst Capital Advisors
New York
$504K +$39.8K +225 +9%
BFA
450
Brown Financial Advisors
Ohio
$498K -$48.9K -276 -9%
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