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682 hedge funds and large institutions have $6.8B invested in AES in 2025 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 286 increasing their positions, 211 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 211

2.24% more ownership

Funds ownership: 88.47%90.71% (+2.2%)

4% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 113

2% less funds holding

Funds holding: 696682 (-14)

13% less capital invested

Capital invested by funds: $7.82B → $6.8B (-$1.02B)

38% less call options, than puts

Call options by funds: $148M | Put options by funds: $239M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
682
Holders Change
-14
Holders Change %
-2.01%
% of All Funds
8.98%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
108
Increased
286
Reduced
211
Closed
113
Calls
$148M
Puts
$239M
Net Calls
-$91M
Net Calls Change
+$4.96M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
226
PNC Financial Services Group
Pennsylvania
$1.35M -$24.4K -2,284 -2%
MCM
227
Monarch Capital Management
Indiana
$1.34M +$146K +13,600 +12%
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$1.33M +$3.27K +305 +0.2%
Kovitz Investment Group Partners
229
Kovitz Investment Group Partners
Illinois
$1.33M +$886K +82,767 +191%
Asset Management One
230
Asset Management One
Japan
$1.32M +$30.4K +2,836 +2%
Commonwealth Equity Services
231
Commonwealth Equity Services
Massachusetts
$1.26M +$17.9K +1,670 +1%
UCFA
232
United Capital Financial Advisors
Texas
$1.24M -$35.5K -3,316 -3%
URS
233
Utah Retirement Systems
Utah
$1.23M
VPIM
234
Vanguard Personalized Indexing Management
California
$1.23M -$63.3K -5,916 -5%
P
235
&Partners
Tennessee
$1.2M +$430K +40,161 +54%
IAS
236
IMA Advisory Services
Colorado
$1.19M -$98K -9,158 -7%
AssetMark Inc
237
AssetMark Inc
California
$1.19M -$662K -61,886 -35%
RA
238
RFG Advisory
Alabama
$1.18M +$1.2M +112,265 New
GCP
239
GSA Capital Partners
United Kingdom
$1.18M -$53.9K -5,033 -4%
SA
240
Sanctuary Advisors
Indiana
$1.16M +$784K +73,199 +197%
CIA
241
Concurrent Investment Advisors
Florida
$1.13M +$317K +29,621 +38%
Victory Capital Management
242
Victory Capital Management
Texas
$1.13M -$3.58M -334,057 -76%
AAS
243
Avantax Advisory Services
Texas
$1.12M +$163K +15,186 +17%
IRC
244
Investors Research Corp
Georgia
$1.11M +$52.2K +4,875 +5%
Neuberger Berman Group
245
Neuberger Berman Group
New York
$1.08M +$218K +20,350 +25%
Corient Private Wealth
246
Corient Private Wealth
Florida
$1.06M -$66.3K -6,189 -6%
AAP
247
Ardsley Advisory Partners
Connecticut
$1.05M -$2.3M -215,000 -68%
Mariner
248
Mariner
Kansas
$1.05M -$34.6K -3,233 -3%
OSNBOA
249
Old Second National Bank of Aurora
Illinois
$1.04M +$8.94K +835 +0.8%
AF
250
Advisornet Financial
Minnesota
$1.04M +$97.5K +9,105 +10%

AES Hedge Fund Activity: Q2 2025 in Review

682 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q2 2025, worth a combined $6.8B — down 13% from $7.82B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of AES and 108 opened new positions — a net loss of 5 holders — while 211 trimmed existing stakes and 286 added.

The largest buyer was Ameriprise, adding an estimated $98.4M. The largest seller was Fidelity Investments, cutting an estimated $147M.

  • 682 institutional investors held AES (AES) as of Q2 2025, down from 696 in Q1 2025.
  • Funds reported $6.8B of AES stock for Q2 2025, down 13% quarter-over-quarter.
  • 108 funds opened new AES positions in Q2 2025 and 113 closed out, a net change of -5 holders.
  • The largest AES buyer in Q2 2025 was Ameriprise, an estimated $98.4M added.
  • The largest AES seller in Q2 2025 was Fidelity Investments, an estimated $147M sold.

Based on aggregated 13F filings for Q2 2025.