We are live on ! Find out more

696 hedge funds and large institutions have $7.82B invested in AES in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 277 increasing their positions, 230 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 230

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less first-time investments, than exits

New positions opened: 113 | Existing positions closed: 117

2% less funds holding

Funds holding: 711696 (-15)

3.99% less ownership

Funds ownership: 92.46%88.47% (-4%)

8% less capital invested

Capital invested by funds: $8.46B → $7.82B (-$644M)

36% less call options, than puts

Call options by funds: $168M | Put options by funds: $264M

Holders
696
Holders Change
-15
Holders Change %
-2.11%
% of All Funds
9.33%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
113
Increased
277
Reduced
230
Closed
117
Calls
$168M
Puts
$264M
Net Calls
-$95.9M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
QL
576
Quarry LP
New York
$23.9K -$1.21M -104,480 -98%
HWA
577
Heritage Wealth Advisors
Virginia
$23.3K -$1.78K -154 -8%
TH
578
TCTC Holdings
Texas
$22.3K +$18K +1,559 +655%
FHA
579
First Horizon Advisors
Tennessee
$22.3K +$9.68K +837 +87%
DMBA
580
Deseret Mutual Benefit Administrators
Utah
$21.2K +$4.82K +417 +32%
PS
581
Principal Securities
Iowa
$21K
PTC
582
Private Trust Company
Ohio
$20.8K -$9.93K -858 -34%
BCWM
583
Bartlett & Co Wealth Management
Ohio
$20.7K
SS
584
SBI Securities
Japan
$20.1K +$6.42K +555 +52%
QC
585
Quent Capital
New York
$19K -$5.18K -448 -23%
MFT
586
Moisand Fitzgerald Tamayo
Florida
$18.4K +$17.2K +1,483 New
SIC
587
Salem Investment Counselors
North Carolina
$18K
AF
588
Allworth Financial
California
$16.3K +$8.39K +725 +82%
SC
589
SouthState Corp
Florida
$15.4K +$14.4K +1,243 New
RS
590
Rakuten Securities
Japan
$14.5K +$810 +70 +6%
CWM
591
Centricity Wealth Management
Ohio
$13.5K +$1.18K +102 +10%
VWWMG
592
Vermillion & White Wealth Management Group
Pennsylvania
$12.7K +$11.9K +1,025 New
CWP
593
Concord Wealth Partners
Virginia
$12.4K
HSA
594
Hussman Strategic Advisors
Maryland
$12.4K
MMG
595
Monetary Management Group
Missouri
$12.4K
FFA
596
Frazier Financial Advisors
Ohio
$11K
EPIM
597
Evelyn Partners Investment Management
$10.9K
CH
598
Cromwell Holdings
Wyoming
$10.7K +$8.46K +731 +571%
EB
599
Eastern Bank
Massachusetts
$10.6K
MA
600
Montag & Associates
Georgia
$10.4K

AES Hedge Fund Activity: Q1 2025 in Review

696 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2025, worth a combined $7.82B — down 7.6% from $8.46B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of AES and 113 opened new positions — a net loss of 4 holders — while 230 trimmed existing stakes and 277 added.

The largest buyer was Marshall Wace, adding an estimated $93.9M. The largest seller was Fidelity Investments, cutting an estimated $97.9M.

  • 696 institutional investors held AES (AES) as of Q1 2025, down from 711 in Q4 2024.
  • Funds reported $7.82B of AES stock for Q1 2025, down 7.6% quarter-over-quarter.
  • 113 funds opened new AES positions in Q1 2025 and 117 closed out, a net change of -4 holders.
  • The largest AES buyer in Q1 2025 was Marshall Wace, an estimated $93.9M added.
  • The largest AES seller in Q1 2025 was Fidelity Investments, an estimated $97.9M sold.

Based on aggregated 13F filings for Q1 2025.