We are live on ! Find out more

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
CA
601
CoreCap Advisors
Michigan
$34.2K -$9.14K -614 -20%
AS
602
Altshuler Shaham
Israel
$34.1K +$9.68K +650 +37%
LFG
603
Larson Financial Group
Missouri
$32.6K -$2.96K -199 -8%
PGAM
604
Princeton Global Asset Management
New Jersey
$32.5K
Los Angeles Capital Management
605
Los Angeles Capital Management
California
$31.9K -$11.2K -753 -25%
PTC
606
Private Trust Company
Ohio
$31.8K +$8.4K +564 +33%
BCWM
607
Bartlett & Co Wealth Management
Ohio
$29.7K +$1.35K +91 +5%
OCWP
608
Owl Creek Wealth Partners
Colorado
$29.5K +$31.2K +2,094 New
ECA
609
Elevated Capital Advisors
Utah
$29.5K -$63.6K -4,269 -67%
CA
610
Cache Advisors
California
$28.2K +$29.8K +2,000 New
IAAG
611
Innovative Asset Advisors Group
Connecticut
$28.2K +$29.8K +2,000 New
OL
612
OneFund LLC
Florida
$27.8K +$30 +2 +0.1%
CAL
613
Capital Advisors Ltd
Ohio
$27K
BWL
614
Bogart Wealth LLC
Virginia
$24.2K +$1.56K +105 +7%
BAM
615
Byrne Asset Management
New Jersey
$23.5K -$3.42K -230 -12%
GEA
616
Glen Eagle Advisors
New Jersey
$22.3K +$19.5K +1,307 +481%
BWA
617
Basecamp Wealth Advisors
Washington
$21.7K -$595 -40 -3%
MFT
618
Moisand Fitzgerald Tamayo
Florida
$20.9K
RIL
619
Rothschild Investment LLC
Illinois
$20.1K +$491 +33 +2%
GKIM
620
GW&K Investment Management
Massachusetts
$20K
LSA
621
Leonteq Securities AG
Switzerland
$19.2K -$3.47K -233 -15%
QC
622
Quent Capital
New York
$19.1K +$3.38K +227 +20%
SS
623
Sunbelt Securities
Texas
$18.7K
HNB
624
Hilltop National Bank
Wyoming
$18.3K
EF
625
Entrust Financial
Pennsylvania
$18.3K -$863 -58 -4%

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.