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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
MWM
701
Mascoma Wealth Management
New Hampshire
$1.95K +$1.88K +11 New
CWP
702
Concord Wealth Partners
Virginia
$1.77K – – –
DF
703
Dunhill Financial
United Kingdom
$1.77K – – –
Kayne Anderson Rudnick Investment Management
704
Kayne Anderson Rudnick Investment Management
California
$1.77K – – –
RAM
705
Riggs Asset Management
Pennsylvania
$1.61K – – –
WCM
706
WealthTrak Capital Management
Virginia
$1.59K +$1.54K +9 New
NMG
707
New Millennium Group
Utah
$1.59K +$1.54K +9 New
DFA
708
DHJJ Financial Advisors
Illinois
$1.42K – – –
RS
709
Rakuten Securities
Japan
$1.42K +$1.36K +8 New
PWMG
710
Private Wealth Management Group
New Jersey
$1.24K – – –
JFG
711
JDM Financial Group
Texas
$1.06K – – –
PWA
712
Provenance Wealth Advisors
Florida
$1.06K – – –
SN
713
Sittner & Nelson
Oregon
$1.06K +$1.02K +6 New
Lazard Asset Management
714
Lazard Asset Management
New York
$1K – – –
HWA
715
HHM Wealth Advisors
Tennessee
$886 +$853 +5 New
SIS
716
Sound Income Strategies
Florida
$885 – – –
Pacer Advisors
717
Pacer Advisors
Pennsylvania
$885 +$171 +1 +25%
HWP
718
Highline Wealth Partners
California
$885 +$853 +5 New
LIS
719
Legacy Investment Solutions
Idaho
$762 – – –
LWMI
720
Legacy Wealth Management (Idaho)
Idaho
$762 – – –
MCM
721
Manchester Capital Management
Vermont
$709 – – –
PWA
722
Principia Wealth Advisory
Texas
$708 +$682 +4 New
FG
723
Fairman Group
Pennsylvania
$531 -$682 -4 -57%
KBFS
724
Kohmann Bosshard Financial Services
Ohio
$354 +$341 +2 New
PWM
725
Parkworth Wealth Management
California
$354 +$341 +2 New
27 28
29
30 31

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.