We are live on ! Find out more

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
LIA
276
Lynx Investment Advisory
District of Columbia
$817K +$28.9K +2,696 +4%
IA
277
Icon Advisers
Colorado
$812K +$827K +77,223 New
WP
278
Woodline Partners
California
$809K +$180K +16,839 +28%
DekaBank Deutsche Girozentrale
279
DekaBank Deutsche Girozentrale
Germany
$807K +$399K +37,273 +91%
LAM
280
Lewis Asset Management
California
$806K -$190K -17,767 -19%
Rafferty Asset Management
281
Rafferty Asset Management
New York
$805K +$134K +12,524 +20%
Cambridge Investment Research Advisors
282
Cambridge Investment Research Advisors
Iowa
$791K -$183K -17,121 -19%
BEI
283
Benjamin Edwards Inc
Missouri
$786K -$11.6K -1,083 -1%
State of Tennessee, Department of Treasury
284
State of Tennessee, Department of Treasury
Tennessee
$783K -$1.86M -174,169 -70%
HT
285
HAP Trading
New York
$778K +$341K +31,811 +75%
PWM
286
Perigon Wealth Management
California
$773K +$71.2K +6,654 +10%
USCWA
287
U.S. Capital Wealth Advisors
Texas
$769K +$242K +22,570 +45%
Creative Planning
288
Creative Planning
Kansas
$757K -$589K -54,978 -43%
BC
289
Bridgefront Capital
Texas
$757K +$770K +71,927 New
CP
290
Camelot Portfolios
Ohio
$751K -$888 -83 -0.1%
Public Employees Retirement Association of Colorado
291
Public Employees Retirement Association of Colorado
Colorado
$744K
SCM
292
Sterling Capital Management
North Carolina
$741K +$93.2K +8,708 +14%
NCFG
293
New Century Financial Group
New Jersey
$728K +$741K +69,224 New
GFA
294
Gallagher Fiduciary Advisors
Illinois
$723K +$52K +4,862 +8%
KA
295
Kovack Advisors
Florida
$712K +$136K +12,664 +23%
Voloridge Investment Management
296
Voloridge Investment Management
Florida
$708K +$720K +67,271 New
HCM
297
Huber Capital Management
California
$707K +$194K +18,100 +37%
TC
298
TownSquare Capital
Utah
$703K -$5.15M -480,944 -88%
WT
299
Whittier Trust
California
$688K -$52.9K -4,944 -7%
Fifth Third Bancorp
300
Fifth Third Bancorp
Ohio
$681K +$126K +11,799 +22%

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.