681 hedge funds and large institutions have $6.8B invested in AES in 2025 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 284 increasing their positions, 210 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $7.81B → $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
681
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$148M
Puts
$239M
Net Calls
Net Calls Change

Top Buyers

1 +$96.7M
2 +$59.7M
3 +$44.1M
4
Goldman Sachs
Goldman Sachs
New York
+$42M
5
Bank of America
Bank of America
North Carolina
+$38.3M

Top Sellers

1 -$144M
2 -$46.9M
3 -$34M
4
Citadel Advisors
Citadel Advisors
Florida
-$26.7M
5
MGP
M&G plc
United Kingdom
-$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CH
601
Cromwell Holdings
Wyoming
$7.86K
NEWAS
602
N.E.W. Advisory Services
Wisconsin
$7.63K
CWM
603
CarsonAllaria Wealth Management
Illinois
$7.4K
SWP
604
Strategic Wealth Partners
Ohio
$6.83K
BIA
605
Bell Investment Advisors
California
$6.65K
FRA
606
Front Row Advisors
California
$6.31K
SC
607
SouthState Corp
Florida
$6.29K
FWM
608
FSA Wealth Management
Massachusetts
$6.23K
BBHC
609
Brown Brothers Harriman & Co
New York
$6.12K
SIS
610
Strategic Investment Solutions
Illinois
$5.92K
AA
611
Addison Advisors
Vermont
$5.36K
FCMT
612
Founders Capital Management (Texas)
Texas
$5.26K
T
613
Transce3nd
Texas
$5.26K
FMII
614
Farmers & Merchants Investments Inc
Nebraska
$5.13K
GWM
615
Geneos Wealth Management
Colorado
$4.43K
SWM
616
Spire Wealth Management
Virginia
$4.25K
CFO
617
CVA Family Office
Colorado
$4.2K
PWA
618
Physician Wealth Advisors
Utah
$4.08K
WA
619
WPG Advisers
Maryland
$4.02K
BWL
620
Bogart Wealth LLC
Virginia
$3.88K
WPA
621
Wealth Preservation Advisors
Tennessee
$3.83K
FFO
622
Fortitude Family Office
Arizona
$3.78K
AAP
623
Arax Advisory Partners
Colorado
$3.64K
PP
624
Pacifica Partners
Canada
$3.59K
PWMG
625
Prestige Wealth Management Group
New Jersey
$3.59K