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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
DWM
351
Diversify Wealth Management
Utah
$780K +$222K +14,939 +38%
Capital Fund Management (CFM)
352
Capital Fund Management (CFM)
France
$771K +$486K +32,627 +148%
ACA
353
Atlas Capital Advisors
Wyoming
$765K +$754K +50,648 +1,383%
SW
354
SVB Wealth
Massachusetts
$764K -$21.9K -1,471 -3%
MNBTD
355
Moody National Bank Trust Division
Texas
$764K +$10.5K +707 +1%
CL
356
COWA LLC
Oklahoma
$762K +$107K +7,164 +15%
CL
357
CSS LLC
Illinois
$754K +$796K +53,500 New
OC
358
Oppenheimer & Co
New York
$723K -$104K -7,003 -12%
AIFS
359
A&I Financial Services
Colorado
$717K -$23.8K -1,596 -3%
IA
360
IFP Advisors
Florida
$706K +$706K +47,438 +1,774%
OSAM
361
O'Shaughnessy Asset Management
Connecticut
$705K +$142K +9,534 +24%
I
362
INVST
Indiana
$703K +$743K +49,887 New
US Bancorp
363
US Bancorp
Minnesota
$699K -$143K -9,581 -16%
OCM
364
One Capital Management
California
$695K
BI
365
Bramshill Investments
Florida
$693K -$58.4K -3,924 -7%
BC
366
Bridgefront Capital
Texas
$692K -$683K -45,907 -48%
UBP
367
Union Bancaire Privee
Switzerland
$688K -$1.1M -73,883 -54%
SAM
368
Sagewood Asset Management
New York
$687K +$35.2K +2,364 +5%
Truist Financial
369
Truist Financial
North Carolina
$666K -$1.05M -70,773 -60%
AI
370
Arvest Investments
Arkansas
$657K -$20K -1,343 -3%
RIM
371
Redwood Investment Management
Arizona
$649K -$103K -6,903 -13%
AAM
372
Alphadyne Asset Management
New York
$630K +$666K +44,709 New
AC
373
Aristeia Capital
Connecticut
$630K -$208K -13,994 -24%
Pathstone Holdings
374
Pathstone Holdings
New Jersey
$628K -$1.02M -68,807 -61%
Carson Wealth (CWM LLC)
375
Carson Wealth (CWM LLC)
Nebraska
$611K -$106K -7,101 -14%

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.