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
BCI
476
Brinker Capital Investments
Pennsylvania
$153K -$1.45K -135 -0.9%
VT
477
Vise Technologies
New York
$152K +$155K +14,476 New
CIBC Private Wealth Group
478
CIBC Private Wealth Group
Georgia
$150K -$5.88K -549 -4%
FWA
479
FSM Wealth Advisors
Ohio
$149K +$138K +12,935 New
CAIMH
480
Central Asset Investments & Management Holdings
Hong Kong
$148K +$37.5K +3,500 +33%
CIAS
481
Capital Investment Advisory Services
North Carolina
$147K +$150K +13,972 New
IFU
482
iSAM Funds (UK)
United Kingdom
$147K +$149K +13,931 New
IWM
483
IHT Wealth Management
Illinois
$143K +$145K +13,583 New
VCA
484
Verdence Capital Advisors
Maryland
$142K +$145K +13,508 New
SCM
485
Stevens Capital Management
Pennsylvania
$142K -$261K -24,336 -64%
BIAS
486
Beacon Investment Advisory Services
New Jersey
$140K +$193 +18 +0.1%
NS
487
NBC Securities
Alabama
$140K -$38.6K -3,607 -21%
AIA
488
Arrow Investment Advisors
Maryland
$139K +$142K +13,236 New
SAM
489
Silvercrest Asset Management
New York
$139K
KIM
490
Kestra Investment Management
Texas
$139K +$141K +13,196 New
GL
491
Graypoint LLC
New York
$138K +$20.9K +1,957 +17%
FPL
492
Fortress Private Ledger
North Carolina
$136K
CAM
493
Cidel Asset Management
Ontario, Canada
$135K +$20.7K +1,938 +18%
BBW
494
Blue Barn Wealth
Utah
$134K -$739 -69 -0.5%
GS
495
GTS Securities
New York
$134K -$209K -19,552 -61%
TRCT
496
Tower Research Capital (TRC)
New York
$132K -$557K -52,026 -81%
MFG
497
MidWestOne Financial Group
Iowa
$132K -$2.55M -238,255 -95%
SEIA
498
Signature Estate & Investment Advisors
California
$132K -$6.26K -585 -4%
FG
499
Fiduciary Group
Georgia
$132K +$134K +12,500 New
EWM
500
Elevatus Welath Management
New York
$131K +$133K +12,464 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.