We are live on ! Find out more

702 hedge funds and large institutions have $8.12B invested in AES in 2025 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 260 increasing their positions, 246 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

43% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 76

19% more capital invested

Capital invested by funds: $6.8B → $8.12B (+$1.33B)

3% more funds holding

Funds holding: 682702 (+20)

6% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 246

4.04% less ownership

Funds ownership: 90.71%86.67% (-4%)

42% less call options, than puts

Call options by funds: $160M | Put options by funds: $276M

Holders
702
Holders Change
+20
Holders Change %
+2.93%
% of All Funds
9.21%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
109
Increased
260
Reduced
246
Closed
76
Calls
$160M
Puts
$276M
Net Calls
-$116M
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
601
Rothschild Investment LLC
Illinois
$16.5K +$1.88K +145 +13%
GWM
602
Geneos Wealth Management
Colorado
$15.5K +$9.87K +760 +181%
RS
603
Rakuten Securities
Japan
$15.5K -$43.5K -3,351 -74%
GWP
604
Gen-Wealth Partners
Michigan
$14.3K -$805 -62 -5%
SAM
605
Smartleaf Asset Management
Massachusetts
$13.6K +$12.8K +984 +2,008%
CWP
606
Concord Wealth Partners
Virginia
$13.2K
HSA
607
Hussman Strategic Advisors
Maryland
$13.2K
MMG
608
Monetary Management Group
Missouri
$13.2K
FFA
609
Frazier Financial Advisors
Ohio
$11.2K
EB
610
Eastern Bank
Massachusetts
$11.2K
CAM
611
Costello Asset Management
Pennsylvania
$11.2K +$546 +42 +5%
MA
612
Montag & Associates
Georgia
$11.1K
AP
613
Aspect Partners
Virginia
$10.8K
WIM
614
Westside Investment Management
California
$10.5K
RA
615
Rise Advisors
New York
$9.97K +$130 +10 +1%
NEWAS
616
N.E.W. Advisory Services
Wisconsin
$9.54K
RFP
617
Root Financial Partners
California
$9.36K +$9.23K +711 New
MWA
618
Medallion Wealth Advisors
Connecticut
$9.21K
APW
619
Aventura Private Wealth
Florida
$8.69K -$114K -8,740 -93%
SWP
620
Strategic Wealth Partners
Ohio
$8.54K
FRA
621
Front Row Advisors
California
$7.9K
FWM
622
FSA Wealth Management
Massachusetts
$7.79K
BF
623
BOK Financial
Oklahoma
$7.61K +$7.51K +578 New
SIS
624
Strategic Investment Solutions
Illinois
$7.47K +$52 +4 +0.7%
ANBT
625
American National Bank & Trust
Texas
$7.29K +$7.2K +554 New

AES Hedge Fund Activity: Q3 2025 in Review

702 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q3 2025, worth a combined $8.12B — up 19% from $6.8B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new AES positions and 76 closed out — a net gain of 33 holders — while 260 added to existing stakes and 246 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $100M. The largest seller was Capital International Investors, cutting an estimated $102M.

  • 702 institutional investors held AES (AES) as of Q3 2025, up from 682 in Q2 2025.
  • Funds reported $8.12B of AES stock for Q3 2025, up 19% quarter-over-quarter.
  • 109 funds opened new AES positions in Q3 2025 and 76 closed out, a net change of +33 holders.
  • The largest AES buyer in Q3 2025 was Citadel Advisors, an estimated $100M added.
  • The largest AES seller in Q3 2025 was Capital International Investors, an estimated $102M sold.

Based on aggregated 13F filings for Q3 2025.