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747 hedge funds and large institutions have $8.9B invested in AES in 2026 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 242 increasing their positions, 274 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

18% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 114

3.51% more ownership

Funds ownership: 85.08%88.59% (+3.5%)

2% more capital invested

Capital invested by funds: $8.69B → $8.9B (+$214M)

1% more funds holding

Funds holding: 743747 (+4)

11% less call options, than puts

Call options by funds: $82.9M | Put options by funds: $93M

12% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 274

Holders
747
Holders Change
+4
Holders Change %
+0.54%
% of All Funds
9.19%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
134
Increased
242
Reduced
274
Closed
114
Calls
$82.9M
Puts
$93M
Net Calls
-$10.2M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
526
Peapack-Gladstone Financial Corp
New Jersey
$187K -$25.5K -1,714 -11%
SAM
527
Silvercrest Asset Management
New York
$186K
NC
528
nVerses Capital
Florida
$185K +$195K +13,109 New
SCA
529
Snowden Capital Advisors
New York
$184K -$385K -25,856 -66%
QIM
530
Quest Investment Management
Oregon
$184K -$87.8K -5,900 -31%
HI
531
Horizon Investments
North Carolina
$182K -$7.88M -529,452 -98%
Brown Advisory
532
Brown Advisory
Maryland
$181K +$5.6K +376 +3%
BFG
533
Birch Financial Group
New Hampshire
$181K
AssetMark Inc
534
AssetMark Inc
California
$179K -$1.87M -125,775 -91%
EWM
535
Elevatus Welath Management
New York
$179K -$2.39M -160,220 -93%
SC
536
Savant Capital
Illinois
$178K +$188K +12,641 New
VCA
537
Verdence Capital Advisors
Maryland
$176K +$186K +12,478 New
CCA
538
Checchi Capital Advisers
California
$174K +$184K +12,353 New
BCV
539
Banque Cantonale Vaudoise
Switzerland
$171K +$181K +12,169 New
RSWM
540
Robertson Stephens Wealth Management
California
$169K -$32.5K -2,185 -15%
PCM
541
Permanent Capital Management
Illinois
$169K -$14.6K -984 -8%
WPC
542
Wedmont Private Capital
Pennsylvania
$169K +$175K +11,745 New
DC
543
Davenport & Co
Virginia
$169K -$1.07M -71,764 -86%
CCM
544
Capstone Capital Management
$169K -$383K -25,700 -68%
PAS
545
Park Avenue Securities
New York
$166K -$313K -21,013 -64%
PCIA
546
Prime Capital Investment Advisors
Kansas
$166K -$5.29K -355 -3%
FWA
547
FSM Wealth Advisors
Ohio
$165K -$142K -9,549 -45%
CTA
548
Chesley Taft & Associates
Illinois
$165K +$174K +11,698 New
DC
549
Diametric Capital
Massachusetts
$165K +$174K +11,688 New
CL
550
Choreo LLC
Illinois
$164K -$66.1K -4,437 -28%

AES Hedge Fund Activity: Q1 2026 in Review

747 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2026, worth a combined $8.9B — up 2.5% from $8.69B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new AES positions and 114 closed out — a net gain of 20 holders — while 242 added to existing stakes and 274 trimmed.

The largest buyer was UBS Group, adding an estimated $176M. The largest seller was Fidelity Investments, cutting an estimated $249M.

  • 747 institutional investors held AES (AES) as of Q1 2026, up from 743 in Q4 2025.
  • Funds reported $8.9B of AES stock for Q1 2026, up 2.5% quarter-over-quarter.
  • 134 funds opened new AES positions in Q1 2026 and 114 closed out, a net change of +20 holders.
  • The largest AES buyer in Q1 2026 was UBS Group, an estimated $176M added.
  • The largest AES seller in Q1 2026 was Fidelity Investments, an estimated $249M sold.

Based on aggregated 13F filings for Q1 2026.