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Ares Management

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
Name Holding Trade Value Shares
Change
Shares
Change %
PCWA
626
Pacific Capital Wealth Advisors
California
$1.4K +$1.4K +9 New
DFA
627
DHJJ Financial Advisors
Illinois
$1.25K
CPG
628
Cornerstone Planning Group
New Jersey
$1.19K
CA
629
Clearstead Advisors
Ohio
$1.1K -$14.6K -93 -93%
FG
630
Fairman Group
Pennsylvania
$1.09K
PWMG
631
Private Wealth Management Group
New Jersey
$1.09K
Lazard Asset Management
632
Lazard Asset Management
New York
$1K +$500 +4 +100%
FPFS
633
First Personal Financial Services
North Carolina
$936 +$936 +6 New
PWA
634
Provenance Wealth Advisors
Florida
$935
JFG
635
JDM Financial Group
Texas
$935 +$935 +6 New
AAP
636
Arax Advisory Partners
Colorado
$780 +$780 +5 New
SIS
637
Sound Income Strategies
Florida
$779 -$17.5K -112 -96%
LIS
638
Legacy Investment Solutions
Idaho
$670 +$670 +4 New
LWMI
639
Legacy Wealth Management (Idaho)
Idaho
$670 +$670 +4 New
MCM
640
Manchester Capital Management
Vermont
$624
Pacer Advisors
641
Pacer Advisors
Pennsylvania
$623 +$623 +4 New
A
642
AlphaQuest
New York
$623 +$623 +4 New
WOC
643
West Oak Capital
California
$545
IAIM
644
International Assets Investment Management
Florida
$490 +$490 +76,362 New
TWC
645
TD Waterhouse Canada
Ontario, Canada
$469 +$469 +3 New
WWP
646
WR Wealth Planners
Missouri
$468 +$156 +1 +50%
CA
647
Claris Advisors
Missouri
$468 +$468 +3 New
AFS
648
Annapolis Financial Services
Maryland
$435 +$435 +3 New
S
649
Sachetta
Massachusetts
$156
TFM
650
TFC Financial Management
Massachusetts
$156