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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 %
FHB
476
First Hawaiian Bank
Hawaii
$403K -$6.37K -36 -2%
WANY
477
Wealthspire Advisors (New York)
New York
$396K +$104K +590 +36%
AWM
478
Avitas Wealth Management
California
$394K -$10.8K -61 -3%
SG
479
Sienna Gestion
France
$392K – – –
FC
480
Fulcrum Capital
Washington
$389K – – –
S
481
SignatureFD
Georgia
$386K +$30.1K +170 +8%
EWA
482
EverSource Wealth Advisors
Alabama
$384K +$12.4K +70 +3%
HIA
483
Harbor Investment Advisory
Maryland
$380K – – –
EC
484
EntryPoint Capital
New York
$380K +$380K +2,144 New
CCM
485
Coldstream Capital Management
Washington
$372K -$24.4K -138 -6%
SOS
486
Silver Oak Securities
Tennessee
$365K +$365K +2,041 New
MC
487
Marest Capital
California
$365K +$74.2K +419 +25%
LFG
488
Larson Financial Group
Missouri
$362K +$1.42K +8 +0.4%
TPA
489
Trivium Point Advisory
Connecticut
$362K -$108K -609 -23%
SFI
490
Siemens Fonds Invest
Germany
$360K – – –
WT
491
Whittier Trust
California
$355K -$46K -260 -11%
BFG
492
Bleakley Financial Group
New Jersey
$354K +$6.55K +37 +2%
WPP
493
Whalerock Point Partners
Rhode Island
$354K – – –
PP
494
Prudential plc
United Kingdom
$354K – – –
PA
495
Pinnacle Associates
New York
$351K +$351K +1,982 New
FWM
496
FFT Wealth Management
Pennsylvania
$349K +$349K +1,972 New
WLPWM
497
Walled Lake Planning & Wealth Management
Illinois
$346K +$87.8K +496 +34%
FT
498
Fiduciary Trust
Massachusetts
$341K +$341K +1,929 New
CI
499
Cigna Investments
Connecticut
$334K – – –
WS
500
Wedbush Securities
California
$333K -$101K -572 -23%
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