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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 %
AWM
601
Avior Wealth Management
Nebraska
$6.08K – – –
CAS
602
Coppell Advisory Solutions
Texas
$5.96K – – –
GWP
603
Gen-Wealth Partners
Michigan
$5.92K – – –
RCM
604
Raleigh Capital Management
North Carolina
$5.45K – – –
HCM
605
Hollencrest Capital Management
California
$5.3K -$6.23K -40 -54%
BIA
606
Bell Investment Advisors
California
$5.3K +$468 +3 +10%
TC
607
Truvestments Capital
Florida
$4.99K +$4.99K +32 New
CPA
608
Capital Performance Advisors
California
$4.99K +$4.99K +32 New
CA
609
Continuum Advisory
Idaho
$4.73K – – –
TAM
610
Tucker Asset Management
Colorado
$4.36K – – –
AW
611
Avion Wealth
Texas
$4K +$154 +1 +4%
HWM
612
Hemington Wealth Management
Virginia
$4K +$4K +27 New
CTC
613
Central Trust Company
Missouri
$3.43K – – –
CWA
614
Carolina Wealth Advisors
South Carolina
$2.81K +$2.81K +18 New
TPW
615
Talon Private Wealth
Florida
$2.65K +$2.65K +17 New
RIL
616
Rothschild Investment LLC
Illinois
$2.34K -$779 -5 -25%
DPW
617
DiNuzzo Private Wealth
Pennsylvania
$2.03K – – –
AWM
618
Abound Wealth Management
Tennessee
$2.03K – – –
MCM
619
MV Capital Management
Maryland
$2.03K +$312 +2 +18%
PCM
620
Penserra Capital Management
California
$2K – – –
BWP
621
Baldwin Wealth Partners
Massachusetts
$1.71K +$1.71K +11 New
DF
622
Dunhill Financial
United Kingdom
$1.56K – – –
Kayne Anderson Rudnick Investment Management
623
Kayne Anderson Rudnick Investment Management
California
$1.56K – – –
CWP
624
Concord Wealth Partners
Virginia
$1.56K +$1.56K +10 New
RAM
625
Riggs Asset Management
Pennsylvania
$1.4K – – –
23 24
25
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