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
LA
501
Legacy Advisors
Pennsylvania
$162K +$151K +13,062 New
FPL
502
Fortress Private Ledger
North Carolina
$161K
SCI
503
S&CO Inc
Massachusetts
$161K +$150K +13,000 New
FBC
504
Fairfield, Bush & Co
Connecticut
$160K -$29.9K -2,587 -17%
BBW
505
Blue Barn Wealth
Utah
$159K +$148K +12,811 New
I
506
InceptionR
California
$158K +$147K +12,684 New
MSA
507
MUFG Securities Americas
New York
$156K +$24.2K +2,090 +20%
EA
508
Everpar Advisors
Oklahoma
$155K -$78.9K -6,822 -35%
SIC
509
Samalin Investment Counsel
New York
$152K +$141K +12,215 New
CIBC Private Wealth Group
510
CIBC Private Wealth Group
Georgia
$151K +$34K +2,936 +25%
VCP
511
Verus Capital Partners
Arizona
$149K +$139K +11,980 New
TI
512
TrueMark Investments
Illinois
$143K +$133K +11,533 New
CCG
513
Coastwise Capital Group
California
$143K +$2.27K +196 +2%
GL
514
Graypoint LLC
New York
$139K +$129K +11,187 New
EI
515
Ethic Inc
New York
$137K +$128K +11,036 New
FRA
516
Frank Rimerman Advisors
California
$137K +$127K +10,991 New
BP
517
Ballentine Partners
Massachusetts
$135K +$126K +10,899 New
CAM
518
Cidel Asset Management
Ontario, Canada
$135K +$126K +10,868 New
LIM
519
Letson Investment Management
Georgia
$135K -$125K -10,840 -50%
PCIA
520
Prime Capital Investment Advisors
Kansas
$134K +$125K +10,785 New
CAIMH
521
Central Asset Investments & Management Holdings
Hong Kong
$132K -$317K -27,400 -72%
MW
522
Marcum Wealth
Ohio
$130K +$121K +10,468 New
CI
523
CX Institutional
Indiana
$130K +$122K +10,502 New
SFA
524
Seneca Financial Advisors
New York
$129K +$174 +15 +0.1%
SFA
525
Sequoia Financial Advisors
Ohio
$128K -$10.5K -910 -8%

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.