We are live on ! Find out more

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
NWAG
451
Net Worth Advisory Group
Utah
$192K +$12.4K +1,161 +7%
GHAM
452
Gilman Hill Asset Management
Connecticut
$192K
WIA
453
World Investment Advisors
California
$191K +$28.6K +2,669 +17%
NSIM
454
North Star Investment Management
Illinois
$189K +$139 +13 +0.1%
SMDAM
455
Sumitomo Mitsui DS Asset Management
Japan
$189K +$42.3K +3,949 +28%
KCM
456
Kendall Capital Management
Maryland
$187K -$45.9K -4,285 -19%
MGP
457
Metis Global Partners
California
$182K +$14.2K +1,324 +8%
IIM
458
Ironwood Investment Management
Massachusetts
$182K -$803 -75 -0.4%
SO
459
STRS Ohio
Ohio
$179K +$182K +16,969 New
ZIM
460
Zacks Investment Management
Illinois
$178K +$182K +16,960 New
GWM
461
GK Wealth Management
Nevada
$178K +$6.95K +649 +4%
AWM
462
Apollon Wealth Management
South Carolina
$175K +$28.9K +2,703 +19%
EA
463
Everpar Advisors
Oklahoma
$170K +$39.2K +3,661 +29%
OSAM
464
O'Shaughnessy Asset Management
Connecticut
$170K -$33K -3,079 -16%
SCI
465
S&CO Inc
Massachusetts
$168K +$32.1K +3,000 +23%
WA
466
Waverly Advisors
Alabama
$167K -$661K -61,781 -80%
MSA
467
MUFG Securities Americas
New York
$166K +$34.2K +3,191 +25%
NG
468
Novem Group
New York
$164K +$4.18K +391 +3%
APP
469
Avantax Planning Partners
Iowa
$163K +$165K +15,451 New
LAS
470
Legacy Advisory Services
Pennsylvania
$162K
NAAA
471
New Age Alpha Advisors
New York
$162K +$165K +15,373 New
AAM
472
Augustine Asset Management
Florida
$161K -$3.75K -350 -2%
DADC
473
D.A. Davidson & Co
Montana
$160K -$7.49K -700 -4%
MYIA
474
Mount Yale Investment Advisors
Colorado
$157K +$3.54K +331 +2%
IIC
475
Integrated Investment Consultants
Michigan
$156K +$158K +14,800 New

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.