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702 hedge funds and large institutions have $8.12B invested in AES in 2025 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 260 increasing their positions, 246 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

43% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 76

19% more capital invested

Capital invested by funds: $6.8B → $8.12B (+$1.33B)

3% more funds holding

Funds holding: 682702 (+20)

6% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 246

4.04% less ownership

Funds ownership: 90.71%86.67% (-4%)

42% less call options, than puts

Call options by funds: $160M | Put options by funds: $276M

Holders
702
Holders Change
+20
Holders Change %
+2.93%
% of All Funds
9.21%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
109
Increased
260
Reduced
246
Closed
76
Calls
$160M
Puts
$276M
Net Calls
-$116M
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
451
Elevatus Welath Management
New York
$250K +$84.7K +6,523 +52%
JHCP
452
Jackson Hole Capital Partners
Oklahoma
$245K +$242K +18,638 New
PA
453
PFG Advisors
Arizona
$245K +$241K +18,582 New
Capstone Investment Advisors
454
Capstone Investment Advisors
New York
$241K +$77K +5,928 +48%
SCM
455
Stevens Capital Management
Pennsylvania
$241K +$61.5K +4,736 +35%
FWA
456
FSM Wealth Advisors
Ohio
$238K +$66.9K +5,152 +40%
NSIM
457
North Star Investment Management
Illinois
$237K -$169 -13 -0.1%
DADC
458
D.A. Davidson & Co
Montana
$236K +$36.4K +2,800 +18%
GWM
459
GK Wealth Management
Nevada
$236K +$13.9K +1,069 +6%
SMDAM
460
Sumitomo Mitsui DS Asset Management
Japan
$236K
CT
461
Clearstead Trust
Maine
$231K -$10.7K -825 -4%
BWM
462
BCS Wealth Management
Tennessee
$228K -$22.6K -1,740 -9%
IIM
463
Ironwood Investment Management
Massachusetts
$227K
Nomura Holdings
464
Nomura Holdings
Japan
$225K +$222K +17,105 New
SO
465
STRS Ohio
Ohio
$223K +$91 +7 +0%
KCM
466
Kendall Capital Management
Maryland
$221K -$13.6K -1,050 -6%
C
467
Covestor
United Kingdom
$217K -$44.8K -3,448 -17%
Envestnet Portfolio Solutions
468
Envestnet Portfolio Solutions
Illinois
$216K -$10.7M -823,375 -98%
RSWM
469
Robertson Stephens Wealth Management
California
$215K -$99.5K -7,658 -32%
QCM
470
QRG Capital Management
Illinois
$214K +$211K +16,242 New
WB
471
WesBanco Bank
West Virginia
$214K +$211K +16,237 New
MGP
472
Metis Global Partners
California
$213K -$14K -1,079 -6%
AWM
473
Apollon Wealth Management
South Carolina
$213K -$6.27K -483 -3%
IF
474
IRON Financial
Illinois
$211K +$208K +15,999 New
SCI
475
S&CO Inc
Massachusetts
$210K

AES Hedge Fund Activity: Q3 2025 in Review

702 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q3 2025, worth a combined $8.12B — up 19% from $6.8B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new AES positions and 76 closed out — a net gain of 33 holders — while 260 added to existing stakes and 246 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $100M. The largest seller was Capital International Investors, cutting an estimated $102M.

  • 702 institutional investors held AES (AES) as of Q3 2025, up from 682 in Q2 2025.
  • Funds reported $8.12B of AES stock for Q3 2025, up 19% quarter-over-quarter.
  • 109 funds opened new AES positions in Q3 2025 and 76 closed out, a net change of +33 holders.
  • The largest AES buyer in Q3 2025 was Citadel Advisors, an estimated $100M added.
  • The largest AES seller in Q3 2025 was Capital International Investors, an estimated $102M sold.

Based on aggregated 13F filings for Q3 2025.