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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
MAS
451
Meeder Advisory Services
Ohio
$229K +$79.1K +6,840 +59%
HWM
452
HB Wealth Management
Georgia
$227K +$34.7K +2,997 +20%
GHAM
453
Gilman Hill Asset Management
Connecticut
$226K -$10.4K -900 -5%
Schroder Investment Management Group
454
Schroder Investment Management Group
United Kingdom
$226K -$419K -36,221 -67%
ATC
455
Argent Trust Co
Tennessee
$226K +$66.5K +5,748 +46%
NSIM
456
North Star Investment Management
Illinois
$224K -$1.86M -161,006 -90%
CT
457
Clearstead Trust
Maine
$222K -$2.52K -218 -1%
GT
458
Greenleaf Trust
Michigan
$219K +$59.1K +5,112 +41%
DAS
459
Diversify Advisory Services
Utah
$217K +$11.6K +1,006 +5%
IIM
460
Ironwood Investment Management
Massachusetts
$215K
NWAG
461
Net Worth Advisory Group
Utah
$212K +$8.98K +776 +5%
MA
462
MCF Advisors
Kentucky
$210K -$1.13K -98 -0.6%
NS
463
NBC Securities
Alabama
$210K +$196K +16,917 +153,791%
DI
464
Diligent Investors
California
$204K +$19.7K +1,700 +12%
KAS
465
Kestra Advisory Services
Texas
$204K -$18.9K -1,636 -9%
NP
466
NorthRock Partners
Minnesota
$203K +$190K +16,382 New
GWM
467
GK Wealth Management
Nevada
$202K -$1.56K -135 -0.8%
AFG
468
Atomi Financial Group
New York
$201K +$50.1K +4,330 +36%
RT
469
Rockland Trust
Massachusetts
$199K
Wealthfront Advisers
470
Wealthfront Advisers
California
$199K -$24.6K -2,122 -12%
MGP
471
Metis Global Partners
California
$198K -$89.7K -7,754 -33%
VSQM
472
V-Square Quantitative Management
Illinois
$197K
DADC
473
D.A. Davidson & Co
Montana
$197K +$23.7K +2,050 +15%
GSWA
474
Good Steward Wealth Advisors
Tennessee
$195K +$182K +15,721 New
AAM
475
Augustine Asset Management
Florida
$195K -$11.9K -1,029 -6%

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.