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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
TCM
426
Teza Capital Management
Illinois
$238K +$242K +22,616 New
Mercer Global Advisors
427
Mercer Global Advisors
Colorado
$235K +$72.1K +6,733 +43%
SW
428
SteelPeak Wealth
California
$231K +$235K +21,924 New
CPRC
429
Consolidated Portfolio Review Corp
New York
$227K +$231K +21,533 New
VSQM
430
V-Square Quantitative Management
Illinois
$226K +$59.5K +5,560 +35%
PFM
431
Patton Fund Management
Texas
$226K +$229K +21,436 New
QCG
432
Quadrant Capital Group
Ohio
$225K +$71.2K +6,648 +45%
QIM
433
Quest Investment Management
Oregon
$224K +$228K +21,260 New
PCS
434
Personal CFO Solutions
New Jersey
$219K +$223K +20,809 New
EF
435
Empirical Finance
Pennsylvania
$219K +$2.03K +190 +0.9%
KAS
436
Kestra Advisory Services
Texas
$219K +$47K +4,387 +27%
PWP
437
Phillips Wealth Planners
Mississippi
$218K -$43.4K -4,057 -17%
MPM
438
MBB Public Markets
Illinois
$215K -$53.1K -4,965 -20%
SWM
439
Seed Wealth Management
Illinois
$212K -$12.5K -1,170 -5%
ATC
440
Argent Trust Co
Tennessee
$211K +$20.3K +1,900 +10%
KBC Group
441
KBC Group
Belgium
$211K -$64.8K -6,052 -23%
SIC
442
Samalin Investment Counsel
New York
$210K +$82.5K +7,704 +63%
C
443
Covestor
United Kingdom
$209K +$58.3K +5,445 +38%
WS
444
Wedbush Securities
California
$207K -$17.9K -1,672 -8%
KRSITF
445
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$203K -$14.3K -1,337 -6%
BWM
446
BCS Wealth Management
Tennessee
$200K +$204K +19,054 New
CL
447
Choreo LLC
Illinois
$196K -$30.3K -2,835 -13%
Schroder Investment Management Group
448
Schroder Investment Management Group
United Kingdom
$195K
Wealthfront Advisers
449
Wealthfront Advisers
California
$195K +$26.9K +2,516 +16%
CT
450
Clearstead Trust
Maine
$193K +$4.73K +442 +2%

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.