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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
NS
501
NBC Securities
Alabama
$176K +$844 +65 +0.5%
PCM
502
Polymer Capital Management
New York
$175K -$390K -30,049 -69%
LNWWM
503
Laird Norton Wetherby Wealth Management
California
$174K +$31.9K +2,454 +23%
SAM
504
Silvercrest Asset Management
New York
$174K
FPL
505
Fortress Private Ledger
North Carolina
$171K
BFG
506
Birch Financial Group
New Hampshire
$169K +$167K +12,823 New
CAM
507
Cidel Asset Management
Ontario, Canada
$169K
PCM
508
Permanent Capital Management
Illinois
$167K +$165K +12,695 New
MFG
509
MidWestOne Financial Group
Iowa
$165K
FCM
510
Fieldview Capital Management
Michigan
$165K +$163K +12,544 New
FG
511
Fiduciary Group
Georgia
$165K
SWM
512
Seed Wealth Management
Illinois
$164K -$100K -7,735 -38%
Federated Hermes
513
Federated Hermes
Pennsylvania
$163K +$78.1K +6,014 +95%
CM
514
Capula Management
Cayman Islands
$163K +$161K +12,372 New
NFSG
515
Newbridge Financial Services Group
Florida
$162K +$160K +12,346 New
CI
516
CX Institutional
Indiana
$159K +$7.74K +596 +5%
CCG
517
Coastwise Capital Group
California
$159K +$5.12K +394 +3%
MA
518
MCF Advisors
Kentucky
$159K
IWM
519
IHT Wealth Management
Illinois
$157K -$21.3K -1,639 -12%
TCWM
520
Total Clarity Wealth Management
Illinois
$157K -$6.35K -489 -4%
TE
521
Tema ETFs
New York
$152K +$150K +11,528 New
SC
522
SummitTX Capital
Texas
$151K +$149K +11,479 New
SFA
523
Sequoia Financial Advisors
Ohio
$151K +$149K +11,478 New
JWM
524
Jeppson Wealth Management
California
$150K +$148K +11,421 New
Brown Advisory
525
Brown Advisory
Maryland
$150K +$7.6K +585 +5%

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.