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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
CCS
426
Concentric Capital Strategies
Connecticut
$400K +$422K +28,365 New
WIA
427
World Investment Advisors
California
$397K -$28.6K -1,918 -6%
VI
428
Versor Investments
New York
$396K +$418K +28,088 New
ETC
429
Exchange Traded Concepts
Oklahoma
$391K -$7.4M -497,305 -95%
GFA
430
Gallagher Fiduciary Advisors
Illinois
$387K -$98.8K -6,634 -19%
QCG
431
Quadrant Capital Group
Ohio
$385K -$16.5K -1,107 -4%
CT
432
Chicago Trust
Illinois
$382K +$5.63K +378 +1%
BA
433
BCM Advisors
Louisiana
$380K
Thrivent Financial for Lutherans
434
Thrivent Financial for Lutherans
Minnesota
$380K -$11.3M -755,851 -97%
Walleye Capital
435
Walleye Capital
New York
$374K -$1.16M -77,765 -75%
BCM
436
Bluefin Capital Management
New York
$369K
Asset Management One
437
Asset Management One
Japan
$369K -$8.02K -539 -2%
BIG
438
Brooklyn Investment Group
New York
$368K +$389K +26,118 New
Federated Hermes
439
Federated Hermes
Pennsylvania
$364K +$239K +16,039 +164%
MML Investors Services
440
MML Investors Services
Massachusetts
$362K -$1.55M -103,803 -80%
KPWS
441
Kestra Private Wealth Services
Texas
$362K +$11.5K +775 +3%
Bessemer Group
442
Bessemer Group
New Jersey
$361K -$411K -27,639 -52%
AFG
443
Atomi Financial Group
New York
$359K -$226K -15,195 -37%
SFA
444
Sequoia Financial Advisors
Ohio
$357K +$105K +7,030 +38%
BTWM
445
Baker Tilly Wealth Management
Wisconsin
$355K +$3.77K +253 +1%
CS
446
Cannell & Spears
New York
$354K
JHCP
447
Jackson Hole Capital Partners
Oklahoma
$354K +$63.1K +4,241 +20%
Mariner
448
Mariner
Kansas
$351K -$414K -27,819 -53%
WT
449
Whittier Trust
California
$351K -$83.9K -5,638 -19%
FCM
450
Fieldview Capital Management
Michigan
$349K +$369K +24,767 New

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.