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696 hedge funds and large institutions have $7.82B invested in AES in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 277 increasing their positions, 230 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 230

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less first-time investments, than exits

New positions opened: 113 | Existing positions closed: 117

2% less funds holding

Funds holding: 711696 (-15)

3.99% less ownership

Funds ownership: 92.46%88.47% (-4%)

8% less capital invested

Capital invested by funds: $8.46B → $7.82B (-$644M)

36% less call options, than puts

Call options by funds: $168M | Put options by funds: $264M

Holders
696
Holders Change
-15
Holders Change %
-2.11%
% of All Funds
9.33%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
113
Increased
277
Reduced
230
Closed
117
Calls
$168M
Puts
$264M
Net Calls
-$95.9M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
WSCM
401
Wellington Shields Capital Management
New York
$376K
WAP
402
Wealthcare Advisory Partners
Pennsylvania
$375K +$67.5K +5,833 +24%
Osaic Holdings
403
Osaic Holdings
Arizona
$374K -$119K -10,329 -26%
CWM
404
Congress Wealth Management
Massachusetts
$373K +$347K +29,957 New
TSS
405
Two Sigma Securities
New York
$371K +$178K +15,346 +106%
ETC
406
Exchange Traded Concepts
Oklahoma
$369K -$54.3K -4,693 -14%
VFA
407
Valeo Financial Advisors
Indiana
$366K -$143K -12,319 -29%
CM
408
Capula Management
Cayman Islands
$357K +$333K +28,751 New
RSA
409
River Street Advisors
Illinois
$352K +$60.8K +5,256 +23%
PA
410
Profund Advisors
Maryland
$348K -$120K -10,404 -27%
Nomura Asset Management
411
Nomura Asset Management
Japan
$337K -$2.26M -195,434 -88%
CS
412
Cannell & Spears
New York
$336K +$23.5K +2,028 +8%
CB
413
Commerce Bank
Missouri
$328K -$18.1K -1,563 -6%
CL
414
COWA LLC
Oklahoma
$327K +$304K +26,292 New
KPWS
415
Kestra Private Wealth Services
Texas
$327K +$11.7K +1,011 +4%
BV
416
Boxwood Ventures
Illinois
$326K +$304K +26,243 New
KBC Group
417
KBC Group
Belgium
$325K -$54.7K -4,725 -15%
Mackenzie Financial
418
Mackenzie Financial
Ontario, Canada
$324K +$6.96K +602 +2%
AWE
419
Avidian Wealth Enterprises
Texas
$323K +$125K +10,839 +71%
BBVA
420
Banco Bilbao Vizcaya Argentaria
Spain
$323K +$66.8K +5,772 +28%
MAM
421
Meeder Asset Management
Ohio
$317K -$5.09K -440 -2%
MPM
422
MBB Public Markets
Illinois
$316K +$294K +25,447 New
MSAM
423
Moloney Securities Asset Management
Missouri
$307K +$13.6K +1,173 +5%
CAM
424
Cresset Asset Management
Illinois
$307K -$21.4K -1,850 -7%
BTWM
425
Baker Tilly Wealth Management
Wisconsin
$307K +$136K +11,764 +91%

AES Hedge Fund Activity: Q1 2025 in Review

696 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2025, worth a combined $7.82B — down 7.6% from $8.46B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of AES and 113 opened new positions — a net loss of 4 holders — while 230 trimmed existing stakes and 277 added.

The largest buyer was Marshall Wace, adding an estimated $93.9M. The largest seller was Fidelity Investments, cutting an estimated $97.9M.

  • 696 institutional investors held AES (AES) as of Q1 2025, down from 711 in Q4 2024.
  • Funds reported $7.82B of AES stock for Q1 2025, down 7.6% quarter-over-quarter.
  • 113 funds opened new AES positions in Q1 2025 and 117 closed out, a net change of -4 holders.
  • The largest AES buyer in Q1 2025 was Marshall Wace, an estimated $93.9M added.
  • The largest AES seller in Q1 2025 was Fidelity Investments, an estimated $97.9M sold.

Based on aggregated 13F filings for Q1 2025.