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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
WTC
401
WhitTier Trust Company
Nevada
$294K -$184K -17,224 -38%
AWM
402
AE Wealth Management
Kansas
$292K -$1.33M -124,323 -82%
CS
403
Cannell & Spears
New York
$284K -$128 -12 -0%
MSAM
404
Moloney Securities Asset Management
Missouri
$281K +$20.9K +1,950 +8%
MFG
405
Merit Financial Group
Georgia
$279K +$283K +26,477 New
PAS
406
Point72 Asia (Singapore)
Singapore
$274K -$1.36M -127,205 -83%
LCM
407
Landscape Capital Management
New Jersey
$272K +$277K +25,901 New
MAM
408
Meeder Asset Management
Ohio
$269K
ZBNA
409
Zions Bancorporation, National Association
Utah
$265K +$59.2K +5,532 +28%
BTWM
410
Baker Tilly Wealth Management
Wisconsin
$263K +$3.37K +315 +1%
CL
411
COWA LLC
Oklahoma
$256K -$20.8K -1,942 -7%
SWM
412
SeaCrest Wealth Management
New York
$255K +$32.3K +3,016 +14%
ZP
413
Zimmer Partners
New York
$254K +$258K +24,114 New
RSWM
414
Robertson Stephens Wealth Management
California
$252K +$257K +23,971 New
KPWS
415
Kestra Private Wealth Services
Texas
$247K -$29.8K -2,782 -11%
SSG
416
Summit Securities Group
New York
$246K +$5.13K +479 +2%
VI
417
Versor Investments
New York
$245K +$249K +23,300 New
OF
418
Optimize Financial
California
$245K -$1.78K -166 -0.7%
KeyBank National Association
419
KeyBank National Association
Ohio
$244K +$26.9K +2,513 +12%
BBVA
420
Banco Bilbao Vizcaya Argentaria
Spain
$243K -$28.5K -2,658 -10%
CB
421
Commerce Bank
Missouri
$242K -$36.4K -3,398 -13%
UBP
422
Union Bancaire Privee
Switzerland
$242K -$313K -29,241 -53%
Bessemer Group
423
Bessemer Group
New Jersey
$241K +$83.6K +7,813 +52%
NMIMC
424
Northwestern Mutual Investment Management Company
Wisconsin
$239K +$1.03K +96 +0.4%
XT
425
XTX Topco
Cayman Islands
$239K +$243K +22,705 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.