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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 %
WI
501
WrapManager Inc
California
$331K +$20.9K +118 +7%
BBW
502
Blue Barn Wealth
Utah
$329K +$3.9K +22 +1%
PI
503
PineBridge Investments
New York
$328K +$328K +1,851 New
BSHC
504
Breed's Hill Capital
Massachusetts
$328K +$177 +1 +0.1%
PA
505
Parallel Advisors
California
$324K +$5.84K +33 +2%
MAS
506
Meeder Advisory Services
Ohio
$314K +$314K +1,772 New
FG
507
Fiduciary Group
Georgia
$314K +$1.24K +7 +0.4%
Teacher Retirement System of Texas
508
Teacher Retirement System of Texas
Texas
$312K +$312K +1,763 New
BFA
509
Beaumont Financial Advisors
Massachusetts
$311K – – –
DWT
510
Dorsey & Whitney Trust
South Dakota
$309K – – –
NAS
511
Nicolet Advisory Services
Wisconsin
$309K +$36.6K +209 +13%
NCFG
512
New Century Financial Group
New Jersey
$306K +$17.6K +97 +6%
WIA
513
World Investment Advisors
California
$305K +$305K +1,723 New
ET
514
Equitable Trust
Tennessee
$304K – – –
IAN
515
Integrated Advisors Network
Texas
$300K +$27.8K +157 +10%
JSAM
516
J. Safra Asset Management
New York
$295K +$130K +727 +79%
Focus Partners Wealth
517
Focus Partners Wealth
Massachusetts
$292K +$292K +1,650 New
AFG
518
Albion Financial Group
Utah
$292K – – –
MCM
519
MAI Capital Management
Ohio
$289K +$9.56K +54 +3%
BRWA
520
B. Riley Wealth Advisors
Florida
$289K -$87.1K -492 -23%
VCM
521
Virtue Capital Management
Tennessee
$285K +$18.6K +105 +7%
EW
522
Evoke Wealth
California
$283K +$41.6K +235 +17%
KWM
523
Kingsview Wealth Management
Oregon
$278K +$26.6K +150 +11%
KIM
524
Kane Investment Management
California
$276K +$276K +1,556 New
SCA
525
Snowden Capital Advisors
New York
$272K -$20.7K -117 -7%
19 20
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