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702 hedge funds and large institutions have $8.12B invested in AES in 2025 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 260 increasing their positions, 246 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

43% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 76

19% more capital invested

Capital invested by funds: $6.8B → $8.12B (+$1.33B)

3% more funds holding

Funds holding: 682702 (+20)

6% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 246

4.04% less ownership

Funds ownership: 90.71%86.67% (-4%)

42% less call options, than puts

Call options by funds: $160M | Put options by funds: $276M

Holders
702
Holders Change
+20
Holders Change %
+2.93%
% of All Funds
9.21%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
109
Increased
260
Reduced
246
Closed
76
Calls
$160M
Puts
$276M
Net Calls
-$116M
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
576
Hantz Financial Services
Michigan
$31K +$15.3K +1,178 +98%
IA
577
IFP Advisors
Florida
$30K +$29.6K +2,279 New
SIM
578
Sentry Investment Management
Wisconsin
$28K +$25.1K +1,934 New
AS
579
Altshuler Shaham
Israel
$26.8K +$3.88K +299 +17%
CFO
580
CVA Family Office
Colorado
$26.4K +$20.9K +1,610 +404%
BCWM
581
Bartlett & Co Wealth Management
Ohio
$25.8K +$2.92K +225 +13%
CAL
582
Capital Advisors Ltd
Ohio
$25K -$13 -1 -0.1%
HWA
583
Heritage Wealth Advisors
Virginia
$24.7K
BWL
584
Bogart Wealth LLC
Virginia
$24.6K +$19.5K +1,500 +407%
OL
585
OneFund LLC
Florida
$24.2K +$883 +68 +4%
TH
586
TCTC Holdings
Texas
$23.6K
AWM
587
Abound Wealth Management
Tennessee
$22.9K +$19.7K +1,519 +678%
PGAM
588
Princeton Global Asset Management
New Jersey
$22.9K
BTI
589
Blue Trust Inc
Georgia
$22.8K +$13 +1 +0.1%
DMBA
590
Deseret Mutual Benefit Administrators
Utah
$22.5K
WSFS
591
Wilmington Savings Fund Society
Delaware
$22.5K -$19.3K -1,487 -47%
PTC
592
Private Trust Company
Ohio
$21.6K -$1.39K -107 -6%
VCM
593
Versant Capital Management
Arizona
$21K +$1.86K +143 +10%
QC
594
Quent Capital
New York
$20.2K +$19.9K +1,536 New
HNB
595
Hilltop National Bank
Wyoming
$19.7K
MFT
596
Moisand Fitzgerald Tamayo
Florida
$19.5K
SIC
597
Salem Investment Counselors
North Carolina
$19.1K
GKIM
598
GW&K Investment Management
Massachusetts
$18K +$247 +19 +1%
SS
599
Sunbelt Securities
Texas
$17.5K +$7.2K +554 +71%
OP
600
ORG Partners
Indiana
$17K +$4.08K +314 +32%

AES Hedge Fund Activity: Q3 2025 in Review

702 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q3 2025, worth a combined $8.12B — up 19% from $6.8B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new AES positions and 76 closed out — a net gain of 33 holders — while 260 added to existing stakes and 246 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $100M. The largest seller was Capital International Investors, cutting an estimated $102M.

  • 702 institutional investors held AES (AES) as of Q3 2025, up from 682 in Q2 2025.
  • Funds reported $8.12B of AES stock for Q3 2025, up 19% quarter-over-quarter.
  • 109 funds opened new AES positions in Q3 2025 and 76 closed out, a net change of +33 holders.
  • The largest AES buyer in Q3 2025 was Citadel Advisors, an estimated $100M added.
  • The largest AES seller in Q3 2025 was Capital International Investors, an estimated $102M sold.

Based on aggregated 13F filings for Q3 2025.