681 hedge funds and large institutions have $6.8B invested in AES in 2025 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 284 increasing their positions, 210 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $7.81B → $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
681
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$148M
Puts
$239M
Net Calls
Net Calls Change

Top Buyers

1 +$96.7M
2 +$59.7M
3 +$44.1M
4
Goldman Sachs
Goldman Sachs
New York
+$42M
5
Bank of America
Bank of America
North Carolina
+$38.3M

Top Sellers

1 -$144M
2 -$46.9M
3 -$34M
4
Citadel Advisors
Citadel Advisors
Florida
-$26.7M
5
MGP
M&G plc
United Kingdom
-$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
451
Clearstead Trust
Maine
$193K
NWAG
452
Net Worth Advisory Group
Utah
$192K
GHAM
453
Gilman Hill Asset Management
Connecticut
$192K
WIA
454
World Investment Advisors
California
$191K
NSIM
455
North Star Investment Management
Illinois
$189K
SMDAM
456
Sumitomo Mitsui DS Asset Management
Japan
$189K
KCM
457
Kendall Capital Management
Maryland
$187K
MGP
458
Metis Global Partners
California
$182K
IIM
459
Ironwood Investment Management
Massachusetts
$182K
SO
460
STRS Ohio
Ohio
$179K
ZIM
461
Zacks Investment Management
Illinois
$178K
GWM
462
GK Wealth Management
Nevada
$178K
AWM
463
Apollon Wealth Management
South Carolina
$175K
EA
464
Everpar Advisors
Oklahoma
$170K
OSAM
465
O'Shaughnessy Asset Management
Connecticut
$170K
SCI
466
S&CO Inc
Massachusetts
$168K
WA
467
Waverly Advisors
Alabama
$167K
MSA
468
MUFG Securities Americas
New York
$166K
NG
469
Novem Group
New York
$164K
APP
470
Avantax Planning Partners
Iowa
$163K
LAS
471
Legacy Advisory Services
Pennsylvania
$162K
NAAA
472
New Age Alpha Advisors
New York
$162K
AAM
473
Augustine Asset Management
Florida
$161K
DADC
474
D.A. Davidson & Co
Montana
$160K
MYIA
475
Mount Yale Investment Advisors
Colorado
$157K