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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
WA
476
Waverly Advisors
Alabama
$209K +$559 +43 +0.3%
PWP
477
Phillips Wealth Planners
Mississippi
$209K -$65.6K -5,054 -26%
CIAS
478
Capital Investment Advisory Services
North Carolina
$208K +$24.2K +1,864 +13%
LAM
479
Lingohr Asset Management
Germany
$208K +$208K +16,027 New
CL
480
Choreo LLC
Illinois
$207K -$37.6K -2,893 -16%
FCBT
481
First Citizens Bank & Trust
North Carolina
$203K -$10.8M -832,398 -98%
LAS
482
Legacy Advisory Services
Pennsylvania
$203K
TI
483
Tidal Investments
Wisconsin
$202K +$200K +15,383 New
BCI
484
Brinker Capital Investments
Pennsylvania
$201K +$10.1K +779 +5%
PGFC
485
Peapack-Gladstone Financial Corp
New Jersey
$201K -$623K -48,000 -76%
AAM
486
Augustine Asset Management
Florida
$198K -$3.91K -301 -2%
IIC
487
Integrated Investment Consultants
Michigan
$195K
IFG
488
Independent Financial Group
California
$190K -$1.01M -78,140 -84%
CAU
489
Caxton Associates (UK)
$189K -$407K -31,313 -69%
WIA
490
World Investment Advisors
California
$187K -$50.8K -3,912 -22%
RS
491
R Squared
Hong Kong
$187K +$185K +14,234 New
BBW
492
Blue Barn Wealth
Utah
$186K +$17.7K +1,362 +11%
DWT
493
Dorsey & Whitney Trust
South Dakota
$184K +$48.4K +3,729 +36%
BCM
494
Bayesian Capital Management
New York
$183K -$269K -20,700 -60%
BC
495
Bayforest Capital
United Kingdom
$181K -$301K -23,203 -63%
EA
496
Everpar Advisors
Oklahoma
$181K -$31.1K -2,396 -15%
VT
497
Vise Technologies
New York
$180K -$10K -773 -5%
WG
498
Winton Group
United Kingdom
$180K +$178K +13,685 New
MSE
499
MUFG Securities EMEA
United Kingdom
$179K +$150K +11,534 +551%
APP
500
Avantax Planning Partners
Iowa
$176K -$26.8K -2,060 -13%

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.