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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
HIA
551
Harbor Investment Advisory
Maryland
$38.5K
PFBT
552
Parkside Financial Bank & Trust
Missouri
$37.7K +$14.7K +1,375 +62%
CPCPP
553
Canada Post Corporation Pension Plan
Canada
$36.8K +$37.5K +3,500 New
S
554
SignatureFD
Georgia
$35.5K -$118K -11,058 -77%
WSFS
555
Wilmington Savings Fund Society
Delaware
$33.6K +$3.07K +287 +10%
PWAM
556
Private Wealth Asset Management
Iowa
$32.1K -$664 -62 -2%
IA
557
IFP Advisors
Florida
$27.6K -$5.22K -488 Closed
BIG
558
Brooklyn Investment Group
New York
$26.6K -$18.6K -1,738 -41%
MSFP
559
Mark Sheptoff Financial Planning
Connecticut
$24.2K
HI
560
Harbour Investments
Wisconsin
$24K -$3.94K -368 -14%
CA
561
CoreCap Advisors
Michigan
$24K -$2.93K -274 -11%
TPCW
562
TD Private Client Wealth
New York
$23.7K -$546 -51 -2%
GM
563
GeoWealth Management
Illinois
$22.8K +$23.2K +2,169 New
GC
564
Garde Capital
Washington
$22.1K -$7.49K -700 -25%
MSE
565
MUFG Securities EMEA
United Kingdom
$22K +$22.4K +2,095 New
CAL
566
Capital Advisors Ltd
Ohio
$20K +$11.5K +1,077 +129%
HWA
567
Heritage Wealth Advisors
Virginia
$19.7K
OL
568
OneFund LLC
Florida
$19K +$19K +1,773 New
TH
569
TCTC Holdings
Texas
$18.9K
PTC
570
Private Trust Company
Ohio
$18.4K +$803 +75 +4%
BCWM
571
Bartlett & Co Wealth Management
Ohio
$18.3K +$749 +70 +4%
PGAM
572
Princeton Global Asset Management
New Jersey
$18.3K +$10.8K +1,008 +138%
AS
573
Altshuler Shaham
Israel
$18.3K +$18.6K +1,736 New
BTI
574
Blue Trust Inc
Georgia
$18.2K -$3.62K -338 -16%
DMBA
575
Deseret Mutual Benefit Administrators
Utah
$18K

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.