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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
TCWM
501
Total Clarity Wealth Management
Illinois
$131K +$133K +12,424 New
Capstone Investment Advisors
502
Capstone Investment Advisors
New York
$130K +$133K +12,387 New
MA
503
MCF Advisors
Kentucky
$127K -$52.3K -4,887 -29%
CCG
504
Coastwise Capital Group
California
$123K +$1.73K +162 +1%
CI
505
CX Institutional
Indiana
$121K +$10.5K +982 +9%
HI
506
Horizon Investments
North Carolina
$118K +$12.7K +1,184 +12%
MAS
507
Meeder Advisory Services
Ohio
$118K -$77.2K -7,211 -39%
IWC
508
Integrated Wealth Concepts
Massachusetts
$117K +$119K +11,161 New
IIA
509
IPG Investment Advisors
California
$115K +$117K +10,894 New
Brown Advisory
510
Brown Advisory
Maryland
$114K +$116K +10,793 New
LNWWM
511
Laird Norton Wetherby Wealth Management
California
$113K +$115K +10,786 New
BFM
512
Boothbay Fund Management
New York
$112K +$114K +10,675 New
AFG
513
Atomi Financial Group
New York
$112K -$59.7K -5,574 -34%
PA
514
Parallel Advisors
California
$110K -$35.9K -3,355 -24%
BL
515
Balentine LLC
Georgia
$110K +$112K +10,430 New
SFA
516
Seneca Financial Advisors
New York
$110K +$54 +5 +0%
KI
517
Kapitalo Investimentos
Brazil
$109K -$29K -2,709 -21%
DWT
518
Dorsey & Whitney Trust
South Dakota
$108K -$11 -1 -0%
P
519
Pitcairn
Pennsylvania
$106K -$39.3K -3,672 -27%
DI
520
Diligent Investors
California
$105K -$68.5K -6,400 -39%
RCM
521
Rockbridge Capital Management
Virginia
$105K
FHA
522
First Horizon Advisors
Tennessee
$103K +$86.1K +8,042 +448%
CIA
523
Cape Investment Advisory
Georgia
$100K +$22.2K +2,076 +28%
APW
524
Aventura Private Wealth
Florida
$98.9K +$100K +9,368 +29,275%
GI
525
GAMMA Investing
California
$95.7K +$19.3K +1,805 +25%

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.