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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
CT
576
Clearstead Trust
Maine
$91.6K -$161K -10,817 -62%
AF
577
Allworth Financial
California
$84.6K +$18.9K +1,269 +27%
SIS
578
Sound Income Strategies
Florida
$78.1K +$81.9K +5,503 New
HFS
579
Hantz Financial Services
Michigan
$76K +$27.6K +1,853 +53%
EWM
580
Evermay Wealth Management
Virginia
$74.7K
EWA
581
EverSource Wealth Advisors
Alabama
$74.6K +$29.9K +2,006 +61%
CIM
582
Contravisory Investment Management
Massachusetts
$74K -$5.69K -382 -7%
MHIP
583
Mountain Hill Investment Partners
New Jersey
$70.5K -$44.7K -3,000 -38%
FNWA
584
Financial Network Wealth Advisors
Utah
$65.3K -$3.22K -216 -4%
S
585
SignatureFD
Georgia
$65.2K +$2.72K +183 +4%
VCM
586
Versant Capital Management
Arizona
$63.1K +$44.6K +2,994 +202%
TCOT
587
Trust Company of Toledo
Ohio
$62K
HI
588
Harbour Investments
Wisconsin
$57.4K +$25.9K +1,740 +74%
BBHC
589
Brown Brothers Harriman & Co
New York
$56.9K +$6.21K +417 +12%
MPWT
590
MassMutual Private Wealth & Trust
Connecticut
$55.7K -$4.54K -305 -7%
DMBA
591
Deseret Mutual Benefit Administrators
Utah
$54.2K +$31.9K +2,140 +125%
HIA
592
Harbor Investment Advisory
Maryland
$51.6K
RS
593
Rakuten Securities
Japan
$47.8K +$48.8K +3,278 +2,802%
SS
594
SBI Securities
Japan
$45.2K -$313 -21 -0.7%
PWAM
595
Private Wealth Asset Management
Iowa
$43.1K
PFBT
596
Parkside Financial Bank & Trust
Missouri
$42.5K -$7.89K -530 -15%
TPCW
597
TD Private Client Wealth
New York
$41.6K -$4.97K -334 -10%
RFP
598
Root Financial Partners
California
$39.8K +$30.3K +2,038 +260%
AAP
599
Arax Advisory Partners
Colorado
$35.6K +$29K +1,945 +335%
CH
600
Cromwell Holdings
Wyoming
$35K

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.