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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
SMF
251
Scott Marsh Financial
Utah
$1.03M +$1.05M +97,720 New
YCM
252
Yousif Capital Management
Michigan
$1.02M +$23.1K +2,156 +2%
MA
253
Mutual Advisors
Nebraska
$1.01M -$144K -13,496 -16%
QC
254
Quantessence Capital
New York
$1.01M +$1.02M +95,615 New
NYLIM
255
New York Life Investment Management
New York
$1.01M +$18.4K +1,721 +2%
CA
256
Corrado Advisors
New Jersey
$1M +$60K +5,604 +6%
IFG
257
Independent Financial Group
California
$974K -$50.8K -4,747 -5%
Mirae Asset Global Investments
258
Mirae Asset Global Investments
South Korea
$966K +$64.5K +6,024 +7%
CIBC Asset Management
259
CIBC Asset Management
Ontario, Canada
$953K -$184K -17,174 -16%
AIM
260
Avity Investment Management
Connecticut
$947K -$107K -10,000 -10%
ADBIC
261
A.D. Beadell Investment Counsel
Wisconsin
$892K
CA
262
Clearstead Advisors
Ohio
$890K +$89.1K +8,320 +11%
ECM
263
ExodusPoint Capital Management
New York
$876K -$618K -57,739 -41%
ASN
264
Advisory Services Network
Georgia
$875K +$10.3K +958 +1%
MOACM
265
Mutual of America Capital Management
New York
$859K -$11.2K -1,046 -1%
UB
266
UMB Bank
Missouri
$854K +$47.1K +4,399 +6%
PWG
267
Portside Wealth Group
Utah
$847K +$57.8K +5,396 +7%
CIC
268
Canal Insurance Company
South Carolina
$842K
SOADOR
269
State of Alaska Department of Revenue
Alaska
$838K -$38.6K -3,605 -4%
RI
270
Ridgewood Investments
New Jersey
$829K +$844K +78,843 New
Jones Financial Companies
271
Jones Financial Companies
Missouri
$826K +$243K +22,670 +42%
MCM
272
Mork Capital Management
California
$825K
DC
273
Davenport & Co
Virginia
$825K +$687K +64,165 +451%
GWM
274
Gibbs Wealth Management
Georgia
$822K +$194K +18,091 +30%
MNBTD
275
Moody National Bank Trust Division
Texas
$821K +$835K +78,003 New

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.