We are live on ! Find out more

696 hedge funds and large institutions have $7.82B invested in AES in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 277 increasing their positions, 230 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 230

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less first-time investments, than exits

New positions opened: 113 | Existing positions closed: 117

2% less funds holding

Funds holding: 711696 (-15)

3.99% less ownership

Funds ownership: 92.46%88.47% (-4%)

8% less capital invested

Capital invested by funds: $8.46B → $7.82B (-$644M)

36% less call options, than puts

Call options by funds: $168M | Put options by funds: $264M

Holders
696
Holders Change
-15
Holders Change %
-2.11%
% of All Funds
9.33%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
113
Increased
277
Reduced
230
Closed
117
Calls
$168M
Puts
$264M
Net Calls
-$95.9M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
476
Mercer Global Advisors
Colorado
$193K +$6.94K +600 +4%
WIA
477
World Investment Advisors
California
$192K +$179K +15,477 New
LAS
478
Legacy Advisory Services
Pennsylvania
$191K +$178K +15,393 New
USAA
479
United Services Automobile Association
Texas
$190K +$177K +15,283 New
NG
480
Novem Group
New York
$189K +$55.8K +4,823 +46%
N
481
Natixis
France
$188K -$235K -20,333 -57%
Bessemer Group
482
Bessemer Group
New Jersey
$186K +$73.9K +6,385 +74%
QCG
483
Quadrant Capital Group
Ohio
$183K +$88.5K +7,648 +108%
BCI
484
Brinker Capital Investments
Pennsylvania
$182K +$22.5K +1,948 +15%
OPS
485
Orion Portfolio Solutions
Nebraska
$182K +$22.5K +1,948 +15%
LSA
486
Leonteq Securities AG
Switzerland
$181K -$96.7K -8,356 -36%
MYIA
487
Mount Yale Investment Advisors
Colorado
$181K -$107K -9,228 -39%
C
488
Covestor
United Kingdom
$180K +$101K +8,709 +152%
S
489
SignatureFD
Georgia
$179K +$88.9K +7,688 +114%
DC
490
Davenport & Co
Virginia
$177K +$164K +14,216 New
SMDAM
491
Sumitomo Mitsui DS Asset Management
Japan
$174K -$648K -56,020 -80%
AWM
492
Apollon Wealth Management
South Carolina
$173K +$162K +13,964 New
PA
493
Parallel Advisors
California
$171K +$70.4K +6,087 +79%
P
494
Pitcairn
Pennsylvania
$171K +$159K +13,735 New
AIM
495
Arcadia Investment Management
Michigan
$169K +$9.26K +800 +6%
STA
496
Summit Trail Advisors
New York
$166K +$155K +13,402 New
BIAS
497
Beacon Investment Advisory Services
New Jersey
$166K +$197 +17 +0.1%
SAM
498
Silvercrest Asset Management
New York
$164K
KI
499
Kapitalo Investimentos
Brazil
$163K +$152K +13,098 New
SEIA
500
Signature Estate & Investment Advisors
California
$163K -$11.5K -992 -7%

AES Hedge Fund Activity: Q1 2025 in Review

696 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2025, worth a combined $7.82B — down 7.6% from $8.46B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of AES and 113 opened new positions — a net loss of 4 holders — while 230 trimmed existing stakes and 277 added.

The largest buyer was Marshall Wace, adding an estimated $93.9M. The largest seller was Fidelity Investments, cutting an estimated $97.9M.

  • 696 institutional investors held AES (AES) as of Q1 2025, down from 711 in Q4 2024.
  • Funds reported $7.82B of AES stock for Q1 2025, down 7.6% quarter-over-quarter.
  • 113 funds opened new AES positions in Q1 2025 and 117 closed out, a net change of -4 holders.
  • The largest AES buyer in Q1 2025 was Marshall Wace, an estimated $93.9M added.
  • The largest AES seller in Q1 2025 was Fidelity Investments, an estimated $97.9M sold.

Based on aggregated 13F filings for Q1 2025.