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747 hedge funds and large institutions have $8.9B invested in AES in 2026 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 242 increasing their positions, 274 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

18% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 114

3.51% more ownership

Funds ownership: 85.08%88.59% (+3.5%)

2% more capital invested

Capital invested by funds: $8.69B → $8.9B (+$214M)

1% more funds holding

Funds holding: 743747 (+4)

11% less call options, than puts

Call options by funds: $82.9M | Put options by funds: $93M

12% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 274

Holders
747
Holders Change
+4
Holders Change %
+0.54%
% of All Funds
9.19%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
134
Increased
242
Reduced
274
Closed
114
Calls
$82.9M
Puts
$93M
Net Calls
-$10.2M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
476
V-Square Quantitative Management
Illinois
$288K +$9.74K +654 +3%
EF
477
Empirical Finance
Pennsylvania
$282K -$3.53K -237 -1%
WTC
478
WhitTier Trust Company
Nevada
$282K -$30.8K -2,071 -10%
RCG
479
Ridge Creek Global
Ohio
$282K
VT
480
Vise Technologies
New York
$280K
MSA
481
MUFG Securities Americas
New York
$278K +$7.74K +520 +3%
TAR
482
Trask Adam Roland
$275K +$290K +19,500 New
FFA
483
Farther Finance Advisors
California
$272K +$80.9K +5,436 +40%
SAM
484
Securian Asset Management
Minnesota
$271K -$1.49K -100 -0.5%
GHAM
485
Gilman Hill Asset Management
Connecticut
$269K
WA
486
Waverly Advisors
Alabama
$269K +$4.08K +274 +1%
CHAM
487
Clear Harbor Asset Management
Connecticut
$266K -$100K -6,721 -26%
DADC
488
D.A. Davidson & Co
Montana
$259K
RWM
489
Ritholtz Wealth Management
New York
$256K +$271K +18,186 New
PAG
490
Private Advisor Group
New Jersey
$256K -$958K -64,335 -78%
NSIM
491
North Star Investment Management
Illinois
$254K
PFM
492
Patton Fund Management
Texas
$251K +$23.8K +1,599 +10%
BWM
493
BCS Wealth Management
Tennessee
$244K -$258K -17,314 -50%
IIM
494
Ironwood Investment Management
Massachusetts
$243K
SO
495
STRS Ohio
Ohio
$239K -$387 -26 -0.2%
SCI
496
S&CO Inc
Massachusetts
$239K
CF
497
Clarity Financial
Texas
$239K +$16.8K +1,130 +7%
SW
498
SteelPeak Wealth
California
$238K -$7.06K -474 -3%
VFA
499
Valeo Financial Advisors
Indiana
$233K -$147K -9,861 -37%
PCM
500
PenderFund Capital Management
British Columbia, Canada
$231K +$244K +16,400 New

AES Hedge Fund Activity: Q1 2026 in Review

747 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2026, worth a combined $8.9B — up 2.5% from $8.69B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new AES positions and 114 closed out — a net gain of 20 holders — while 242 added to existing stakes and 274 trimmed.

The largest buyer was UBS Group, adding an estimated $176M. The largest seller was Fidelity Investments, cutting an estimated $249M.

  • 747 institutional investors held AES (AES) as of Q1 2026, up from 743 in Q4 2025.
  • Funds reported $8.9B of AES stock for Q1 2026, up 2.5% quarter-over-quarter.
  • 134 funds opened new AES positions in Q1 2026 and 114 closed out, a net change of +20 holders.
  • The largest AES buyer in Q1 2026 was UBS Group, an estimated $176M added.
  • The largest AES seller in Q1 2026 was Fidelity Investments, an estimated $249M sold.

Based on aggregated 13F filings for Q1 2026.