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747 hedge funds and large institutions have $8.9B invested in AES in 2026 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 242 increasing their positions, 274 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

18% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 114

3.51% more ownership

Funds ownership: 85.08%88.59% (+3.5%)

2% more capital invested

Capital invested by funds: $8.69B → $8.9B (+$214M)

1% more funds holding

Funds holding: 743747 (+4)

11% less call options, than puts

Call options by funds: $82.9M | Put options by funds: $93M

12% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 274

Holders
747
Holders Change
+4
Holders Change %
+0.54%
% of All Funds
9.19%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
134
Increased
242
Reduced
274
Closed
114
Calls
$82.9M
Puts
$93M
Net Calls
-$10.2M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Change in
Stake
SSG
326
Summit Securities Group
New York
$979K +$20.8K +1,396 +2%
ABTD
327
Arvest Bank Trust Division
Oklahoma
$979K +$31.2K +2,098 +3%
CIA
328
Cape Investment Advisory
Georgia
$974K +$6.65K +447 +0.7%
AIM
329
Avity Investment Management
Connecticut
$958K -$179K -12,000 -15%
RI
330
Ridgewood Investments
New Jersey
$955K +$1.01M +67,768 New
Walleye Trading
331
Walleye Trading
New York
$950K +$621K +41,688 +162%
HNB
332
Huntington National Bank
Ohio
$943K -$471K -31,668 -32%
P
333
PensionDanmark
Denmark
$941K +$740K +49,724 +291%
Two Sigma Investments
334
Two Sigma Investments
New York
$936K -$4.35M -292,289 -81%
SMC
335
Smith, Moore & Co
Missouri
$927K +$372 +25 +0%
CIBC World Market
336
CIBC World Market
Ontario, Canada
$886K +$610 +41 +0.1%
JSSH
337
J. Safra Sarasin Holding
$881K
DWA
338
Douglass Winthrop Advisors
New York
$877K -$13.8K -925 -1%
USCWA
339
U.S. Capital Wealth Advisors
Texas
$868K -$420K -28,222 -31%
GT
340
Glenmede Trust
Pennsylvania
$865K +$25.8K +1,730 +3%
EPM
341
Equitec Proprietary Markets
Illinois
$859K +$908K +61,000 New
UFF
342
USA Financial Formulas
Michigan
$851K +$685K +46,024 +320%
MC
343
Moors & Cabot
Massachusetts
$825K -$10.9K -733 -1%
Daiwa Securities Group
344
Daiwa Securities Group
Japan
$818K +$49.5K +3,324 +6%
IIM
345
INTECH Investment Management
Florida
$814K -$333K -22,396 -28%
CP
346
Camelot Portfolios
Ohio
$813K -$7.29K -490 -0.8%
Rafferty Asset Management
347
Rafferty Asset Management
New York
$812K -$310K -20,791 -27%
KRS
348
Kentucky Retirement Systems
Kentucky
$787K +$807K +54,213 New
TRSOTSOK
349
Teachers Retirement System of the State of Kentucky
Kentucky
$785K
NG
350
Norden Group
Utah
$782K -$88.9K -5,971 -10%

AES Hedge Fund Activity: Q1 2026 in Review

747 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2026, worth a combined $8.9B — up 2.5% from $8.69B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new AES positions and 114 closed out — a net gain of 20 holders — while 242 added to existing stakes and 274 trimmed.

The largest buyer was UBS Group, adding an estimated $176M. The largest seller was Fidelity Investments, cutting an estimated $249M.

  • 747 institutional investors held AES (AES) as of Q1 2026, up from 743 in Q4 2025.
  • Funds reported $8.9B of AES stock for Q1 2026, up 2.5% quarter-over-quarter.
  • 134 funds opened new AES positions in Q1 2026 and 114 closed out, a net change of +20 holders.
  • The largest AES buyer in Q1 2026 was UBS Group, an estimated $176M added.
  • The largest AES seller in Q1 2026 was Fidelity Investments, an estimated $249M sold.

Based on aggregated 13F filings for Q1 2026.