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Ares Management
ARES

730 hedge funds and large institutions have $31.9B invested in Ares Management in 2024 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 275 increasing their positions, 213 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 50

29% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 213

15% more capital invested

Capital invested by funds: $27.8B → $31.9B (+$4.09B)

11% more funds holding

Funds holding: 655 → 730 (+75)

8% more funds holding in top 10

Funds holding in top 10: 12 → 13 (+1)

0.05% more ownership

Funds ownership: 90.78% → 90.83% (+0.05%)

35% less call options, than puts

Call options by funds: $35.4M | Put options by funds: $54.5M

Holders
730
Holders Change
+75
Holders Change %
+11.45%
% of All Funds
9.62%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.17%
New
137
Increased
275
Reduced
213
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
+$218M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$155M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$138M
4
Millennium Management
Millennium Management
New York
+$104M
5
Citadel Advisors
Citadel Advisors
Florida
+$89.5M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$301M
2
Capital International Investors
Capital International Investors
California
-$133M
3
Boston Partners
Boston Partners
Massachusetts
-$113M
4
LPC
Lone Pine Capital
Connecticut
-$63.9M
5
VVP
Vulcan Value Partners
Alabama
-$55.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
601
First Horizon Advisors
Tennessee
$112K -$78.5K -460 -42%
BIG
602
Brooklyn Investment Group
New York
$111K +$5.46K +32 +5%
Loomis, Sayles & Company
603
Loomis, Sayles & Company
Massachusetts
$109K -$9.38K -55 -8%
UB
604
UMB Bank
Missouri
$106K -$8.53K -50 -8%
WTC
605
WhitTier Trust Company
Nevada
$104K +$5.29K +31 +6%
LC
606
Lindbrook Capital
California
$91.9K +$12.1K +71 +16%
LSA
607
Leonteq Securities AG
Switzerland
$89.4K +$86.2K +505 New
PFBT
608
Parkside Financial Bank & Trust
Missouri
$83.9K +$1.54K +9 +2%
SS
609
SBI Securities
Japan
$83.2K +$80.2K +470 New
GRP
610
Global Retirement Partners
California
$77K +$24.1K +141 +48%
SIC
611
Salem Investment Counselors
North Carolina
$73.5K -$2.39K -14 -3%
BF
612
BOK Financial
Oklahoma
$71.4K +$171 +1 +0.2%
KFI
613
Key Financial Inc
Pennsylvania
$70.8K – – –
HI
614
Harbour Investments
Wisconsin
$70.4K +$13.8K +81 +26%
KHC
615
Koesten Hirschmann & Crabtree
Kansas
$70.3K – – –
CTC
616
Central Trust Company
Missouri
$65.1K +$59K +346 +1,573%
PMFA
617
Plante Moran Financial Advisors
Michigan
$62K – – –
PTC
618
Private Trust Company
Ohio
$59.5K +$17.2K +101 +43%
WBC
619
Westpac Banking Corp
Australia
$58.8K – – –
BC
620
Bayforest Capital
United Kingdom
$56.6K +$54.6K +320 New
RA
621
Rise Advisors
New York
$53.4K +$341 +2 +0.7%
SVCP
622
Silicon Valley Capital Partners
California
$53.1K +$341 +2 +0.7%
AT
623
Avalon Trust
New Mexico
$52.9K +$51K +299 New
CFO
624
CVA Family Office
Colorado
$48.7K +$12.6K +74 +37%
TFIPS
625
Towarzystwo Funduszy Inwestycyjnych PZU SA
$47.8K +$46.1K +270 New
23 24
25
26 27

ARES Hedge Fund Activity: Q4 2024 in Review

730 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Ares Management (ARES) for Q4 2024, worth a combined $31.9B — up 15% from $27.8B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new ARES positions and 50 closed out — a net gain of 87 holders — while 275 added to existing stakes and 213 trimmed.

The largest buyer was TD Asset Management, adding an estimated $218M. The largest seller was Wellington Management Group, cutting an estimated $301M.

  • 730 institutional investors held Ares Management (ARES) as of Q4 2024, up from 655 in Q3 2024.
  • Funds reported $31.9B of Ares Management stock for Q4 2024, up 15% quarter-over-quarter.
  • 137 funds opened new Ares Management positions in Q4 2024 and 50 closed out, a net change of +87 holders.
  • The largest Ares Management buyer in Q4 2024 was TD Asset Management, an estimated $218M added.
  • The largest Ares Management seller in Q4 2024 was Wellington Management Group, an estimated $301M sold.

Based on aggregated 13F filings for Q4 2024.