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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
SOAMC
401
Spirit of America Management Corp
New York
$486K
Mercer Global Advisors
402
Mercer Global Advisors
Colorado
$482K -$39.9K -2,681 -7%
YCM
403
Yakira Capital Management
Connecticut
$479K +$506K +34,000 New
MG
404
Mather Group
Illinois
$478K +$280K +18,777 +124%
Mackenzie Financial
405
Mackenzie Financial
Ontario, Canada
$473K -$9.78M -657,075 -95%
LNWTC
406
Laird Norton Wetherby Trust Company
Washington
$470K +$7.83K +526 +2%
MSRPS
407
Maryland State Retirement & Pension System
Maryland
$467K
CGH
408
Crossmark Global Holdings
Texas
$465K -$9.08K -610 -2%
NMERB
409
New Mexico Educational Retirement Board
New Mexico
$464K
AWM
410
AE Wealth Management
Kansas
$463K +$46K +3,092 +10%
NERM
411
New England Research & Management
Illinois
$459K +$744 +50 +0.2%
AIMCA
412
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$448K
NB
413
Norinchukin Bank
Japan
$444K -$7.03K -472 -1%
VCP
414
Verus Capital Partners
Arizona
$441K +$1.92K +129 +0.4%
Wealthfront Advisers
415
Wealthfront Advisers
California
$440K +$75.5K +5,072 +19%
KAS
416
Kestra Advisory Services
Texas
$436K +$182K +12,243 +66%
GI
417
GAMMA Investing
California
$433K -$112K -7,499 -20%
Nomura Asset Management
418
Nomura Asset Management
Japan
$426K -$22.3K -1,500 -5%
SDIC
419
South Dakota Investment Council
South Dakota
$426K
KA
420
Kovack Advisors
Florida
$423K -$539K -36,174 -55%
BCM
421
BCK Capital Management
Connecticut
$423K +$447K +30,000 New
CII
422
Capital International Inc
California
$412K -$217K -14,597 -33%
MSE
423
MUFG Securities EMEA
United Kingdom
$412K
Northwestern Mutual Wealth Management
424
Northwestern Mutual Wealth Management
Wisconsin
$411K -$1.58M -106,043 -78%
OAC
425
OMERS Administration Corp
Ontario, Canada
$400K

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.