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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
PS
576
Principal Securities
Iowa
$17.4K +$257 +24 +1%
AGWCA
577
Annis Gardner Whiting Capital Advisors
Florida
$16.6K +$16.6K +1,551 +5,170%
HNB
578
Hilltop National Bank
Wyoming
$15.8K +$16.1K +1,500 New
MFT
579
Moisand Fitzgerald Tamayo
Florida
$15.6K
VCM
580
Versant Capital Management
Arizona
$15.3K +$6.89K +644 +79%
SIC
581
Salem Investment Counselors
North Carolina
$15.3K
GKIM
582
GW&K Investment Management
Massachusetts
$14K +$6.99K +653 +91%
HFS
583
Hantz Financial Services
Michigan
$13K +$11.8K +1,106 +1,229%
TSMHT
584
Thurston Springer Miller Herd & Titak
Indiana
$13K +$10.7K +1,000 +429%
GWP
585
Gen-Wealth Partners
Michigan
$12.1K +$3.66K +342 +42%
RIL
586
Rothschild Investment LLC
Illinois
$11.7K -$26.6K -2,484 -69%
CWM
587
Centricity Wealth Management
Ohio
$11.4K +$11 +1 +0.1%
VWWMG
588
Vermillion & White Wealth Management Group
Pennsylvania
$10.8K
CWP
589
Concord Wealth Partners
Virginia
$10.5K
HSA
590
Hussman Strategic Advisors
Maryland
$10.5K
MMG
591
Monetary Management Group
Missouri
$10.5K
OP
592
ORG Partners
Indiana
$10.5K +$9.86K +921 +1,645%
SS
593
Sunbelt Securities
Texas
$9.99K
FFA
594
Frazier Financial Advisors
Ohio
$8.97K -$321 -30 -3%
EB
595
Eastern Bank
Massachusetts
$8.94K
MA
596
Montag & Associates
Georgia
$8.84K
AP
597
Aspect Partners
Virginia
$8.63K
CAM
598
Costello Asset Management
Pennsylvania
$8.5K +$8.65K +808 New
WIM
599
Westside Investment Management
California
$8.42K
RA
600
Rise Advisors
New York
$7.87K +$96 +9 +1%

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.