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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
CH
601
Cromwell Holdings
Wyoming
$7.86K -$1.2K -112 -13%
NEWAS
602
N.E.W. Advisory Services
Wisconsin
$7.63K
MWA
603
Medallion Wealth Advisors
Connecticut
$7.54K
CWM
604
CarsonAllaria Wealth Management
Illinois
$7.4K
SWP
605
Strategic Wealth Partners
Ohio
$6.83K +$6.95K +649 New
BIA
606
Bell Investment Advisors
California
$6.65K -$1.67K -156 -20%
FRA
607
Front Row Advisors
California
$6.31K
SC
608
SouthState Corp
Florida
$6.29K -$6.9K -645 -52%
FWM
609
FSA Wealth Management
Massachusetts
$6.23K
BBHC
610
Brown Brothers Harriman & Co
New York
$6.12K +$3.44K +321 +123%
SIS
611
Strategic Investment Solutions
Illinois
$5.92K +$1.14K +106 +23%
AA
612
Addison Advisors
Vermont
$5.36K +$5.06K +473 +1,314%
FCMT
613
Founders Capital Management (Texas)
Texas
$5.26K
T
614
Transce3nd
Texas
$5.26K +$5.35K +500 New
FMII
615
Farmers & Merchants Investments Inc
Nebraska
$5.13K
GWM
616
Geneos Wealth Management
Colorado
$4.43K -$4.28K -400 -49%
SWM
617
Spire Wealth Management
Virginia
$4.25K -$888 -83 -17%
CFO
618
CVA Family Office
Colorado
$4.2K -$30.5K -2,851 -88%
PWA
619
Physician Wealth Advisors
Utah
$4.08K +$4.15K +388 New
WA
620
WPG Advisers
Maryland
$4.02K
BWL
621
Bogart Wealth LLC
Virginia
$3.88K +$364 +34 +10%
WPA
622
Wealth Preservation Advisors
Tennessee
$3.83K -$856 -80 -18%
FFO
623
Fortitude Family Office
Arizona
$3.78K +$3.84K +359 New
AAP
624
Arax Advisory Partners
Colorado
$3.64K -$2.23K -208 -38%
PP
625
Pacifica Partners
Canada
$3.59K

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.