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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
JWA
601
JFS Wealth Advisors
Pennsylvania
$10.4K +$9.58K +828 +9,200%
GWM
602
Geneos Wealth Management
Colorado
$10.2K +$6.67K +577 +236%
AP
603
Aspect Partners
Virginia
$10.2K
VCM
604
Versant Capital Management
Arizona
$10.1K -$7.05K -609 -43%
GWP
605
Gen-Wealth Partners
Michigan
$10.1K -$937 -81 -9%
CAL
606
Capital Advisors Ltd
Ohio
$10K +$9.24K +799 +2,350%
WIM
607
Westside Investment Management
California
$9.94K -$2.44K -211 -21%
BIA
608
Bell Investment Advisors
California
$9.79K +$347 +30 +4%
SS
609
Sunbelt Securities
Texas
$9.64K
RA
610
Rise Advisors
New York
$9.17K -$752 -65 -8%
PGAM
611
Princeton Global Asset Management
New Jersey
$9.07K
NEWAS
612
N.E.W. Advisory Services
Wisconsin
$9.01K +$8.39K +725 New
GKIM
613
GW&K Investment Management
Massachusetts
$9K +$4.09K +354 +98%
CWM
614
CarsonAllaria Wealth Management
Illinois
$8.74K
MWA
615
Medallion Wealth Advisors
Connecticut
$8.66K
FRA
616
Front Row Advisors
California
$7.45K
FWM
617
FSA Wealth Management
Massachusetts
$7.35K
IA
618
IFP Advisors
Florida
$7.05K -$13.5K -1,163 -70%
AAP
619
Arax Advisory Partners
Colorado
$6.88K -$21.5K -1,858 -77%
W
620
WealthCollab
Washington
$6.77K -$1.24K -107 -16%
WWM
621
Wolff Wiese Magana
California
$6.58K +$463 +40 +8%
PWMG
622
Prestige Wealth Management Group
New Jersey
$6.51K -$463 -40 -7%
PWMG
623
Private Wealth Management Group
New Jersey
$6.43K +$5.99K +518 New
FCMT
624
Founders Capital Management (Texas)
Texas
$6.21K +$5.79K +500 New
FMII
625
Farmers & Merchants Investments Inc
Nebraska
$6.06K

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.