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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 %
BGAI
626
Bruce G. Allen Investments
Colorado
$37.7K -$177 -1 -0.5%
QCG
627
Quadrant Capital Group
Ohio
$37.4K – – –
CWM
628
Compass Wealth Management
Connecticut
$37.2K – – –
NWMP
629
Noble Wealth Management PBC
Colorado
$35.8K +$35.8K +202 New
JFGIW
630
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33.7K +$17.2K +87 +105%
EC
631
Elequin Capital
New York
$33.1K +$33.1K +187 New
HCP
632
Hexagon Capital Partners
Arkansas
$31K +$177 +1 +0.6%
T
633
Transce3nd
Texas
$29.4K +$29.4K +166 New
WSFS
634
Wilmington Savings Fund Society
Delaware
$29.2K +$6.37K +36 +28%
VCM
635
Versant Capital Management
Arizona
$28.7K +$11.5K +65 +67%
FFA
636
Fairfield Financial Advisors
Massachusetts
$28.6K +$177 +1 +0.6%
C
637
Covestor
United Kingdom
$26K -$89.9K -512 -78%
BCWM
638
Bartlett & Co Wealth Management
Ohio
$25.7K – – –
GM
639
GeoWealth Management
Illinois
$25K -$531 -3 -2%
AF
640
Advisornet Financial
Minnesota
$22.5K -$1.06K -6 -5%
CTC
641
Cetera Trust Company
Minnesota
$22.1K – – –
MWA
642
Moser Wealth Advisors
Washington
$22.1K +$22.1K +125 New
WA
643
WPG Advisers
Maryland
$21.8K +$21.8K +123 New
GFPC
644
Global Financial Private Client
Florida
$20.7K +$354 +2 +2%
OC
645
Oarsman Capital
Wisconsin
$20.7K +$2.12K +12 +11%
TCOV
646
Trust Company of Vermont
Vermont
$20.4K +$20.4K +115 New
AP
647
Atwood & Palmer
Missouri
$18.9K +$18.9K +107 New
WIM
648
Westside Investment Management
California
$17.7K – – –
CAS
649
Coppell Advisory Solutions
Texas
$16.1K +$9.31K +52 +137%
CAL
650
Capital Advisors Ltd
Ohio
$16K – – –
24 25
26
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