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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
$534M
2
ClearBridge Investments
ClearBridge Investments
New York
$153M
3
Morgan Stanley
Morgan Stanley
New York
$427M
4
Artisan Partners
Artisan Partners
Wisconsin
$122M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.28B

Top Sellers

1
Millennium Management
Millennium Management
New York
$24.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.67B
3
HCM
HMI Capital Management
California
$49.2M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$138M
5
VVP
Vulcan Value Partners
Alabama
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWG
501
Berry Wealth Group
Texas
$207K +$207K +1,326 New
GC
502
Guggenheim Capital
Illinois
$205K +$205K +1,314 New
EFG
503
Embree Financial Group
Illinois
$204K +$204K +1,309 New
HPC
504
HM Payson & Co
Maine
$203K +$110K +704 +117%
IAS
505
Insigneo Advisory Services
Florida
$203K +$203K +1,304 New
XWM
506
Xcel Wealth Management
Florida
$203K +$203K +1,300 New
AC
507
ASB Consultores
Florida
$203K +$203K +1,300 New
KPWS
508
Kestra Private Wealth Services
Texas
$201K -$297K -1,904 -60%
Walleye Capital
509
Walleye Capital
New York
$201K -$771K -4,945 -79%
SWM
510
SeaCrest Wealth Management
New York
$201K +$201K +1,287 New
EWP
511
Elevation Wealth Partners
California
$199K +$467 +3 +0.2%
OAM
512
Ostrum Asset Management
France
$199K +$2.49K +16 +1%
WPA
513
West Paces Advisors
Georgia
$187K – – –
Mirae Asset Global ETFs Holdings
514
Mirae Asset Global ETFs Holdings
Hong Kong
$175K +$11.1K +71 +7%
FHA
515
First Horizon Advisors
Tennessee
$170K +$2.81K +18 +2%
MPWT
516
MassMutual Private Wealth & Trust
Connecticut
$168K – – –
PW
517
Paladin Wealth
Minnesota
$164K +$164K +1,051 New
NS
518
NBC Securities
Alabama
$158K +$2.95K +19 +2%
LWANC
519
Laurel Wealth Advisors (North Carolina)
North Carolina
$147K -$17K -109 -10%
CAM
520
Creekmur Asset Management
Illinois
$147K +$935 +6 +0.6%
JSAM
521
J. Safra Asset Management
New York
$144K +$16.6K +106 +13%
BAMF
522
BI Asset Management Fondsmaeglerselskab
Denmark
$144K -$394K -2,534 -73%
Nisa Investment Advisors
523
Nisa Investment Advisors
Missouri
$128K -$46.8K -300 -27%
BTI
524
Blue Trust Inc
Georgia
$126K +$122K +912 +2,533%
IWA
525
Icon Wealth Advisors
Texas
$120K +$120K +770 New
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