ARES icon

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 %
FIM
451
Fernwood Investment Management
Massachusetts
$496K – – –
PPWP
452
Premier Path Wealth Partners
New Jersey
$496K +$11.3K +64 +2%
BTWM
453
Baker Tilly Wealth Management
Wisconsin
$489K +$45.9K +259 +10%
RIP
454
Reliant Investment Partners
North Carolina
$487K +$487K +2,753 New
RL
455
Retireful LLC
Michigan
$486K +$486K +2,747 New
HCA
456
Harbor Capital Advisors
Illinois
$486K +$12.4K +70 +3%
GCM
457
Graham Capital Management
Connecticut
$480K +$480K +2,714 New
BFA
458
Buttonwood Financial Advisors
Maryland
$480K – – –
TWM
459
Trueblood Wealth Management
Ohio
$479K -$6.37K -36 -1%
Carson Wealth (CWM LLC)
460
Carson Wealth (CWM LLC)
Nebraska
$476K -$12.4K -70 -3%
VWM
461
Venturi Wealth Management
Texas
$472K +$443K +2,502 +1,544%
PTC
462
Petrus Trust Company
Texas
$467K +$467K +2,637 New
MGP
463
Metis Global Partners
California
$457K +$36.5K +206 +9%
Lido Advisors
464
Lido Advisors
California
$451K -$35.8K -202 -7%
MYAM
465
Meiji Yasuda Asset Management
Japan
$448K – – –
EH
466
Equitable Holdings
New York
$440K +$25K +141 +6%
HWM
467
HB Wealth Management
Georgia
$436K +$155K +875 +55%
VFA
468
Voya Financial Advisors
Connecticut
$434K -$54.6K -305 -11%
Vontobel Holding
469
Vontobel Holding
Switzerland
$434K +$26K +147 +6%
GC
470
Gilbert & Cook
Iowa
$426K +$52.8K +298 +14%
YCM
471
Yousif Capital Management
Michigan
$416K +$11.5K +65 +3%
FW
472
FullCircle Wealth
Texas
$416K +$416K +2,258 New
OF
473
Optimize Financial
California
$414K +$414K +2,336 New
AWA
474
Arete Wealth Advisors
Illinois
$412K +$6.03K +34 +1%
MG
475
Mather Group
Illinois
$408K +$19.5K +110 +5%
17 18
19
20 21