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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
TE
551
Tema ETFs
New York
$163K +$834 +56 +0.5%
NS
552
NBC Securities
Alabama
$163K -$6.71K -451 -4%
SCTC
553
Sanibel Captiva Trust Company
Florida
$163K +$172K +11,549 New
JWM
554
Jeppson Wealth Management
California
$161K
QL
555
Quarry LP
New York
$156K -$6.02M -404,291 -97%
PFA
556
Pathway Financial Advisers
Indiana
$156K +$60 +4 +0%
CMMS
557
Comprehensive Money Management Services
Florida
$152K +$7.44K +500 +5%
WSFS
558
Wilmington Savings Fund Society
Delaware
$152K +$135K +9,085 +534%
FPL
559
Fortress Private Ledger
North Carolina
$152K
CIAS
560
Capital Investment Advisory Services
North Carolina
$152K -$65.5K -4,400 -29%
TCWM
561
Total Clarity Wealth Management
Illinois
$150K -$12.4K -831 -7%
DFCM
562
Dark Forest Capital Management
Puerto Rico
$147K -$859K -57,725 -85%
SFA
563
Seneca Financial Advisors
New York
$147K
MAS
564
Meeder Advisory Services
Ohio
$147K +$953 +64 +0.6%
EI
565
Ethic Inc
New York
$146K +$155K +10,389 New
IWC
566
Integrated Wealth Concepts
Massachusetts
$144K -$551K -36,998 -78%
CWP
567
Capital Wealth Planning
Florida
$141K
RAM
568
Resona Asset Management
Japan
$136K +$22.9K +1,541 +19%
MCM
569
MAI Capital Management
Ohio
$110K +$8.68K +583 +8%
CFD
570
Creative Financial Designs
Indiana
$109K +$116K +7,767 New
TFA
571
Toth Financial Advisory
Virginia
$107K
HWA
572
Heritage Wealth Advisors
Virginia
$103K +$80.5K +5,408 +288%
CPCPP
573
Canada Post Corporation Pension Plan
Canada
$103K
ECSS
574
Eurizon Capital SGR SpA
$99.5K +$10.7K +722 +11%
AIP
575
Ameritas Investment Partners
Nebraska
$94.7K

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.