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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
WA
651
WPG Advisers
Maryland
$21.8K +$21K +123 New
GFPC
652
Global Financial Private Client
Florida
$20.7K +$341 +2 +2%
OC
653
Oarsman Capital
Wisconsin
$20.7K +$2.05K +12 +11%
TCOV
654
Trust Company of Vermont
Vermont
$20.4K +$19.6K +115 New
AP
655
Atwood & Palmer
Missouri
$18.9K +$18.3K +107 New
WIM
656
Westside Investment Management
California
$17.7K – – –
CAS
657
Coppell Advisory Solutions
Texas
$16.1K +$8.87K +52 +137%
CAL
658
Capital Advisors Ltd
Ohio
$16K – – –
QL
659
Quarry LP
New York
$15.8K +$15.2K +89 New
CA
660
Crewe Advisors
Utah
$15.4K – – –
WWM
661
Wolff Wiese Magana
California
$13.6K – – –
WT
662
Washington Trust
Rhode Island
$13.1K -$512 -3 -4%
MAM
663
Meeder Asset Management
Ohio
$12.4K +$171 +1 +1%
CWM
664
Centricity Wealth Management
Ohio
$11.5K +$11.1K +65 New
VNA
665
Valley National Advisers
Pennsylvania
$11K +$11.3K +66 New
GWM
666
Geneos Wealth Management
Colorado
$10.8K -$853 -5 -8%
BWL
667
Bogart Wealth LLC
Virginia
$10.1K +$2.05K +12 +27%
JWA
668
JFS Wealth Advisors
Pennsylvania
$9.21K +$171 +1 +2%
WA
669
Whipplewood Advisors
Colorado
$9.21K +$8.87K +52 New
BBHC
670
Brown Brothers Harriman & Co
New York
$8.14K +$7.85K +46 New
POIA
671
Pin Oak Investment Advisors
Texas
$8K – – –
KPP
672
Kings Path Partners
Texas
$7.79K – – –
SIC
673
SJS Investment Consulting
Ohio
$7.26K +$171 +1 +3%
TFM
674
TFC Financial Management
Massachusetts
$7.26K +$6.83K +40 +4,000%
HWM
675
Hemington Wealth Management
Virginia
$7K +$2.73K +16 +59%
25 26
27
28 29

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.