We are live on ! Find out more
ARES icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.33B +$155M +907,757 +5%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.72B -$301M -1,765,726 -10%
SMFG
3
Sumitomo Mitsui Financial Group
Japan
$2.37B – – –
BlackRock
4
BlackRock
New York
$2.31B +$36.8M +215,959 +2%
Capital World Investors
5
Capital World Investors
California
$1.9B +$38.2M +223,919 +2%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.47B +$5.75M +33,700 +0.4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.26B +$138M +807,361 +13%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$908M +$11.4M +66,671 +1%
Capital International Investors
9
Capital International Investors
California
$738M -$133M -781,799 -16%
State Street
10
State Street
Massachusetts
$700M +$22.1M +129,714 +3%
Brown Advisory
11
Brown Advisory
Maryland
$660M +$51.6M +302,303 +9%
Franklin Resources
12
Franklin Resources
California
$618M -$32.3M -189,181 -5%
Principal Financial Group
13
Principal Financial Group
Iowa
$567M +$60.1M +352,126 +12%
Bank of America
14
Bank of America
North Carolina
$556M -$14.5M -85,108 -3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$531M +$9.54M +55,906 +2%
Morgan Stanley
16
Morgan Stanley
New York
$516M +$29.4M +172,182 +6%
Invesco
17
Invesco
Georgia
$473M -$42.3M -247,775 -8%
LI
18
LRI Investments
Florida
$460M – – –
American Century Companies
19
American Century Companies
Missouri
$406M -$38.3M -224,192 -9%
Norges Bank
20
Norges Bank
Norway
$381M -$32.8M -192,349 -8%
CIBC Private Wealth Group
21
CIBC Private Wealth Group
Georgia
$337M -$3.13M -18,362 -1%
Raymond James Financial
22
Raymond James Financial
Florida
$336M +$324M +1,897,179 New
LPC
23
Lone Pine Capital
Connecticut
$297M -$63.9M -374,773 -18%
Canada Pension Plan Investment Board
24
Canada Pension Plan Investment Board
Ontario, Canada
$290M +$13M +76,365 +5%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$281M -$22.4M -131,255 -8%
1
2 3 4 5

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.