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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
TPM
176
Triasima Portfolio Management
Quebec, Canada
$7.78M +$270K +1,584 +4%
Wealth Enhancement Advisory Services
177
Wealth Enhancement Advisory Services
Minnesota
$7.7M +$10.7K +63 +0.1%
JWM
178
Jackson Wealth Management
Florida
$7.67M -$39.9K -234 -0.5%
Natixis Advisors
179
Natixis Advisors
Massachusetts
$7.39M +$368K +2,156 +5%
MML Investors Services
180
MML Investors Services
Massachusetts
$7.39M -$894K -5,241 -11%
Aberdeen Group
181
Aberdeen Group
United Kingdom
$7.03M -$1.3M -7,604 -16%
EAM
182
EFG Asset Management
Oregon
$6.96M +$2.44M +14,293 +57%
Envestnet Portfolio Solutions
183
Envestnet Portfolio Solutions
Illinois
$6.79M -$241K -1,415 -4%
SCM
184
Sterling Capital Management
North Carolina
$6.77M +$255K +1,492 +4%
SNWA
185
Siligmueller & Norvid Wealth Advisors
Illinois
$6.62M +$6.38M +37,403 New
OC
186
Oppenheimer & Co
New York
$6.6M +$2.58M +15,124 +68%
GPGA
187
Grandeur Peak Global Advisors
Utah
$6.57M -$3.42M -20,045 -35%
X
188
Xponance
Pennsylvania
$6.51M +$730K +4,278 +13%
RPCA
189
Running Point Capital Advisors
California
$6.45M – – –
BCIM
190
British Columbia Investment Management
British Columbia, Canada
$6.39M +$863K +5,056 +16%
Zurich Cantonal Bank
191
Zurich Cantonal Bank
Switzerland
$6.31M +$107K +630 +2%
IGM
192
Incline Global Management
New York
$6.29M -$2.49M -14,622 -29%
FAF
193
Fjarde Ap-fonden
Sweden
$6.27M -$273K -1,600 -4%
OFW
194
Omnia Family Wealth
Florida
$6.2M +$4.09K +24 +0.1%
NA
195
NewEdge Advisors
Louisiana
$6.17M +$291K +1,706 +5%
RA
196
Royce & Associates
New York
$6.16M – – –
MWM
197
Meridian Wealth Management
Kentucky
$6.13M -$61.9K -363 -1%
CRCM
198
Cat Rock Capital Management
Connecticut
$6.12M -$23.3M -136,600 -80%
JWM
199
JPL Wealth Management
Colorado
$5.99M +$5.77M +33,843 New
CIC
200
Chase Investment Counsel
Virginia
$5.83M -$152K -888 -3%
6 7
8
9 10

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.