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Ares Management
ARES

730 hedge funds and large institutions have $31.9B invested in Ares Management in 2024 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 275 increasing their positions, 213 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 50

29% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 213

15% more capital invested

Capital invested by funds: $27.8B → $31.9B (+$4.09B)

11% more funds holding

Funds holding: 655 → 730 (+75)

8% more funds holding in top 10

Funds holding in top 10: 12 → 13 (+1)

0.05% more ownership

Funds ownership: 90.78% → 90.83% (+0.05%)

35% less call options, than puts

Call options by funds: $35.4M | Put options by funds: $54.5M

Holders
730
Holders Change
+75
Holders Change %
+11.45%
% of All Funds
9.62%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
137
Increased
275
Reduced
213
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
+$218M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$155M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$138M
4
Millennium Management
Millennium Management
New York
+$104M
5
Citadel Advisors
Citadel Advisors
Florida
+$89.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$301M
2
Capital International Investors
Capital International Investors
California
-$133M
3
Boston Partners
Boston Partners
Massachusetts
-$113M
4
LPC
Lone Pine Capital
Connecticut
-$63.9M
5
VVP
Vulcan Value Partners
Alabama
-$55.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
26
Curated Wealth Partners
California
$263M -$29.2M -171,385 -10%
TD Asset Management
27
TD Asset Management
Ontario, Canada
$231M +$218M +1,276,743 +4,557%
ClearBridge Investments
28
ClearBridge Investments
New York
$228M +$52.2M +306,181 +31%
Northern Trust
29
Northern Trust
Illinois
$211M +$25.1M +147,162 +14%
Corient Private Wealth
30
Corient Private Wealth
Florida
$204M -$2.88M -16,858 -1%
HCM
31
Hamlin Capital Management
New York
$195M -$1.1M -6,461 -0.6%
MGP
32
M&G plc
United Kingdom
$185M -$17.9M -104,736 -9%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$177M -$9.33M -54,656 -5%
UBS AM
34
UBS AM
Illinois
$171M +$27.3M +159,757 +20%
Westfield Capital Management
35
Westfield Capital Management
Massachusetts
$169M -$6.6M -38,704 -4%
Legal & General Group
36
Legal & General Group
United Kingdom
$154M -$738K -4,324 -0.5%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$153M -$3.1M -18,188 -2%
Janus Henderson Group
38
Janus Henderson Group
United Kingdom
$150M -$4.04M -23,707 -3%
Millennium Management
39
Millennium Management
New York
$136M +$104M +611,414 +395%
Artisan Partners
40
Artisan Partners
Wisconsin
$135M -$3.03M -17,776 -2%
Charles Schwab
41
Charles Schwab
California
$127M +$5.51M +32,273 +5%
PCM
42
Peregrine Capital Management
Minnesota
$126M -$22.4M -131,428 -16%
UBS Group
43
UBS Group
Switzerland
$126M +$34.2M +200,158 +39%
Goldman Sachs
44
Goldman Sachs
New York
$123M -$29.2M -170,905 -20%
Citadel Advisors
45
Citadel Advisors
Florida
$113M +$89.5M +524,319 +456%
QP
46
Quilter Plc
United Kingdom
$110M -$894K -5,242 -0.8%
Federated Hermes
47
Federated Hermes
Pennsylvania
$102M -$4.27M -25,000 -4%
Truist Financial
48
Truist Financial
North Carolina
$99.3M -$13.9M -81,414 -13%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$98.1M +$9.74M +57,113 +11%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$97.4M -$1.14M -6,673 -1%
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ARES Hedge Fund Activity: Q4 2024 in Review

730 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q4 2024, worth a combined $31.9B — up 15% from $27.8B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new ARES positions and 50 closed out — a net gain of 87 holders — while 275 added to existing stakes and 213 trimmed.

The largest buyer was TD Asset Management, adding an estimated $218M. The largest seller was Wellington Management Group, cutting an estimated $301M.

  • 730 institutional investors held Ares Management (ARES) as of Q4 2024, up from 655 in Q3 2024.
  • Funds reported $31.9B of Ares Management stock for Q4 2024, up 15% quarter-over-quarter.
  • 137 funds opened new Ares Management positions in Q4 2024 and 50 closed out, a net change of +87 holders.
  • The largest Ares Management buyer in Q4 2024 was TD Asset Management, an estimated $218M added.
  • The largest Ares Management seller in Q4 2024 was Wellington Management Group, an estimated $301M sold.

Based on aggregated 13F filings for Q4 2024.