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AES
AES

Overview Fund Activity

686 hedge funds and large institutions have $7.8B invested in AES in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 275 increasing their positions, 226 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
-17
Holders Change %
-2.42%
% of All Funds
9.32%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
113
Increased
275
Reduced
226
Closed
117
Calls
$168M
Puts
$264M
Net Calls
-$95.9M
Net Calls Change
+$1.92M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
$105M
2
Geode Capital Management
Geode Capital Management
Massachusetts
$288M
3
OAG
Orbis Allan Gray
Bermuda
$342M
4
Invesco
Invesco
Georgia
$258M
5
Bank of America
Bank of America
North Carolina
$110M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$506M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$14.9M
3
Capital World Investors
Capital World Investors
California
$194M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.09B
5
ClearBridge Investments
ClearBridge Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
601
Westside Investment Management
California
$9.94K -$2.62K -211 -21%
BIA
602
Bell Investment Advisors
California
$9.79K +$373 +30 +4%
SS
603
Sunbelt Securities
Texas
$9.64K – – –
RA
604
Rise Advisors
New York
$9.17K -$807 -65 -8%
PGAM
605
Princeton Global Asset Management
New Jersey
$9.07K – – –
NEWAS
606
N.E.W. Advisory Services
Wisconsin
$9.01K +$9.01K +725 New
GKIM
607
GW&K Investment Management
Massachusetts
$9K +$4.45K +354 +98%
CWM
608
CarsonAllaria Wealth Management
Illinois
$8.74K – – –
FRA
609
Front Row Advisors
California
$7.45K – – –
FWM
610
FSA Wealth Management
Massachusetts
$7.35K – – –
IA
611
IFP Advisors
Florida
$7.06K -$16.8K -1,163 -70%
AAP
612
Arax Advisory Partners
Colorado
$6.88K -$23.1K -1,858 -77%
W
613
WealthCollab
Washington
$6.77K -$1.33K -107 -16%
WWM
614
Wolff Wiese Magana
California
$6.58K +$497 +40 +8%
PWMG
615
Prestige Wealth Management Group
New Jersey
$6.51K -$497 -40 -7%
PWMG
616
Private Wealth Management Group
New Jersey
$6.43K +$6.43K +518 New
FCMT
617
Founders Capital Management (Texas)
Texas
$6.21K +$6.21K +500 New
FMII
618
Farmers & Merchants Investments Inc
Nebraska
$6.06K – – –
SWM
619
Spire Wealth Management
Virginia
$6.05K -$820 -66 -12%
MCM
620
MV Capital Management
Maryland
$5.98K -$323 -26 -5%
SIS
621
Strategic Investment Solutions
Illinois
$5.68K +$50 +4 +0.9%
WPA
622
Wealth Preservation Advisors
Tennessee
$5.51K +$5.51K +444 New
WA
623
WPG Advisers
Maryland
$4.74K +$3.03K +244 +177%
DIP
624
DT Investment Partners
Pennsylvania
$4.71K – – –
BWL
625
Bogart Wealth LLC
Virginia
$4.16K -$8.4K -676 -67%
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