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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
Pathstone Holdings
351
Pathstone Holdings
New Jersey
$434K +$3.06K +286 +0.7%
BC
352
Burney Company
Virginia
$432K -$44.9K -4,197 -9%
Osaic Holdings
353
Osaic Holdings
Arizona
$431K +$103K +9,643 +32%
FGP
354
Freestone Grove Partners
California
$426K -$93.8K -8,767 -18%
EC
355
EntryPoint Capital
New York
$424K -$195K -18,197 -31%
EF
356
Empowered Funds
Pennsylvania
$420K -$1.14M -106,932 -73%
BSB
357
Bangor Savings Bank
Maine
$417K +$4.52K +422 +1%
Focus Partners Wealth
358
Focus Partners Wealth
Massachusetts
$412K +$69.1K +6,454 +20%
GIM
359
Glenmede Investment Management
Pennsylvania
$408K +$415K +38,785 New
AA
360
ALPS Advisors
Colorado
$401K +$408K +38,117 New
SDIC
361
South Dakota Investment Council
South Dakota
$399K
LSERS
362
Louisiana State Employees Retirement System
Louisiana
$396K -$6.42K -600 -2%
SAM
363
Securian Asset Management
Minnesota
$390K -$4.99K -466 -1%
BC
364
Bayforest Capital
United Kingdom
$389K -$301K -28,091 -43%
Carson Wealth (CWM LLC)
365
Carson Wealth (CWM LLC)
Nebraska
$384K +$19.9K +1,858 +5%
ECM
366
Everence Capital Management
Indiana
$384K +$140K +13,120 +56%
Sumitomo Mitsui Trust Group
367
Sumitomo Mitsui Trust Group
Japan
$384K +$9.82K +917 +3%
PAS
368
Park Avenue Securities
New York
$377K +$384K +35,837 New
PA
369
Profund Advisors
Maryland
$376K +$83.3K +7,785 +28%
VFA
370
Valeo Financial Advisors
Indiana
$375K +$65.6K +6,130 +21%
PFS
371
Prospera Financial Services
Texas
$367K +$373K +34,890 New
BCM
372
Bayesian Capital Management
New York
$364K -$728K -68,000 -66%
PMAM
373
Penn Mutual Asset Management
Pennsylvania
$363K -$310K -29,000 -46%
SOAMC
374
Spirit of America Management Corp
New York
$363K
VIM
375
Vinva Investment Management
Australia
$360K +$235K +21,932 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.