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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 %
NEI
526
Northwest & Ethical Investments
Ontario, Canada
$270K – – –
RWB
527
RMR Wealth Builders
New Jersey
$267K +$1.24K +7 +0.5%
MS
528
Maven Securities
Jersey
$266K -$266K -1,500 -50%
LS
529
Livforsakringsbolaget Skandia
Sweden
$265K – – –
HAG
530
HighPoint Advisor Group
Illinois
$264K +$264K +1,416 New
SA
531
Sage Advisors
Colorado
$260K +$260K +1,471 New
JSC
532
Jackson Square Capital
California
$258K +$258K +1,460 New
MGWM
533
Marks Group Wealth Management
Minnesota
$258K +$258K +1,457 New
WFP
534
Wrenne Financial Planning
Kentucky
$257K – – –
FFM
535
Forum Financial Management
Illinois
$255K – – –
ACM
536
Advisors Capital Management
New Jersey
$251K +$251K +1,420 New
FMN
537
Financial Management Network
California
$251K +$251K +1,388 New
AC
538
ASB Consultores
Florida
$251K +$20.9K +118 +9%
SWM
539
SeaCrest Wealth Management
New York
$248K +$20K +113 +9%
PAM
540
Paradigm Asset Management
New York
$248K +$248K +1,400 New
CGH
541
Crossmark Global Holdings
Texas
$246K -$17.1K -97 -7%
BWG
542
Berry Wealth Group
Texas
$240K +$5.49K +31 +2%
PI
543
PFG Investments
New York
$238K -$21.4K -121 -8%
VC
544
Vicus Capital
Pennsylvania
$234K +$234K +1,319 New
EFG
545
Embree Financial Group
Illinois
$232K – – –
HPC
546
HM Payson & Co
Maine
$231K – – –
IAS
547
Insigneo Advisory Services
Florida
$231K – – –
RRA
548
Round Rock Advisors
Connecticut
$231K +$231K +1,303 New
PWP
549
Phillips Wealth Planners
Mississippi
$230K +$6.13K +35 +3%
XWM
550
Xcel Wealth Management
Florida
$230K – – –
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