685 hedge funds and large institutions have $7.8B invested in AES in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 275 increasing their positions, 226 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
685
Holders Change
-18
Holders Change %
-2.56%
% of All Funds
9.3%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
112
Increased
275
Reduced
226
Closed
117
Calls
$168M
Puts
$264M
Net Calls
-$95.9M
Net Calls Change
+$1.92M
Name Holding Trade Value Shares
Change
Shares
Change %
ATC
451
Argent Trust Co
Tennessee
$226K +$71.4K +5,748 +46%
NSIM
452
North Star Investment Management
Illinois
$224K -$2M -161,006 -90%
CT
453
Clearstead Trust
Maine
$222K -$2.71K -218 -1%
GT
454
Greenleaf Trust
Michigan
$219K +$63.5K +5,112 +41%
DAS
455
Diversify Advisory Services
Utah
$217K +$10.4K +1,006 +5%
IIM
456
Ironwood Investment Management
Massachusetts
$215K
NWAG
457
Net Worth Advisory Group
Utah
$212K +$9.64K +776 +5%
MA
458
MCF Advisors
Kentucky
$210K -$1.22K -98 -0.6%
NS
459
NBC Securities
Alabama
$210K +$210K +16,917 +153,791%
DI
460
Diligent Investors
California
$204K +$21.1K +1,700 +12%
KAS
461
Kestra Advisory Services
Texas
$204K -$20.3K -1,636 -9%
NP
462
NorthRock Partners
Minnesota
$203K +$203K +16,382 New
GWM
463
GK Wealth Management
Nevada
$202K -$1.68K -135 -0.8%
AFG
464
Atomi Financial Group
New York
$201K +$53.8K +4,330 +36%
RT
465
Rockland Trust
Massachusetts
$199K
Wealthfront Advisers
466
Wealthfront Advisers
California
$199K -$26.4K -2,122 -12%
MGP
467
Metis Global Partners
California
$198K -$96.3K -7,754 -33%
VSQM
468
V-Square Quantitative Management
Illinois
$197K
DADC
469
D.A. Davidson & Co
Montana
$197K +$25.5K +2,050 +15%
GSWA
470
Good Steward Wealth Advisors
Tennessee
$195K +$195K +15,721 New
AAM
471
Augustine Asset Management
Florida
$195K -$12.8K -1,029 -6%
Mercer Global Advisors
472
Mercer Global Advisors
Colorado
$193K +$7.45K +600 +4%
WIA
473
World Investment Advisors
California
$192K +$192K +15,477 New
LAS
474
Legacy Advisory Services
Pennsylvania
$191K +$191K +15,393 New
USAA
475
United Services Automobile Association
Texas
$190K +$190K +15,283 New