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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
EWM
426
Evercore Wealth Management
New York
$303K
QCM
427
Qsemble Capital Management
New York
$297K +$277K +23,913 New
CG
428
Caprock Group
Idaho
$291K +$123K +10,636 +83%
OF
429
Optimize Financial
California
$291K +$271K +23,422 New
ECM
430
Everence Capital Management
Indiana
$290K
SSG
431
Summit Securities Group
New York
$284K +$265K +22,900 New
NMIMC
432
Northwestern Mutual Investment Management Company
Wisconsin
$281K +$440 +38 +0.2%
Nomura Holdings
433
Nomura Holdings
Japan
$280K -$10.6K -920 -4%
KCM
434
Kendall Capital Management
Maryland
$274K -$17.8K -1,540 -7%
BA
435
BCM Advisors
Louisiana
$271K
Bank of Nova Scotia
436
Bank of Nova Scotia
Ontario, Canada
$270K -$542K -46,855 -68%
CL
437
Choreo LLC
Illinois
$266K +$97.6K +8,440 +65%
WS
438
Wedbush Securities
California
$266K +$76.9K +6,650 +45%
SWM
439
Seed Wealth Management
Illinois
$265K +$77.4K +6,690 +46%
SWM
440
SeaCrest Wealth Management
New York
$264K +$21K +1,818 +9%
IIM
441
INTECH Investment Management
Florida
$260K -$4.03M -348,404 -94%
KeyBank National Association
442
KeyBank National Association
Ohio
$257K +$95.5K +8,254 +66%
TFS
443
Thoroughbred Financial Services
Tennessee
$257K
KRSITF
444
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$256K -$30.5K -2,635 -11%
EF
445
Empirical Finance
Pennsylvania
$256K +$23K +1,985 +11%
VA
446
Vident Advisory
Georgia
$250K +$37.9K +3,274 +19%
FFG
447
Fiduciary Financial Group
California
$247K +$19.4K +1,677 +8%
PWP
448
Phillips Wealth Planners
Mississippi
$245K +$154K +13,312 +128%
ZBNA
449
Zions Bancorporation, National Association
Utah
$245K +$228K +19,687 New
OSAM
450
O'Shaughnessy Asset Management
Connecticut
$238K +$8.61K +744 +4%

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.