676 hedge funds and large institutions have $6.79B invested in AES in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 280 increasing their positions, 209 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
676
Holders Change
-10
Holders Change %
-1.46%
% of All Funds
9.07%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
112
Increased
280
Reduced
209
Closed
110
Calls
$148M
Puts
$239M
Net Calls
-$91M
Net Calls Change
+$4.96M
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
626
Semmax Financial Advisors
North Carolina
$2.47K
LWA
627
Lowe Wealth Advisors
Maryland
$2.39K
AWM
628
Abound Wealth Management
Tennessee
$2.36K +$505 +48 +27%
MEG
629
Millstone Evans Group
Colorado
$2.34K
S
630
Sachetta
Massachusetts
$2.22K -$768 -73 -26%
AUB
631
Atlantic Union Bankshares
Virginia
$2.1K +$2.1K +200 New
HWM
632
Hemington Wealth Management
Virginia
$2K -$467 -50 -19%
ST
633
Smithfield Trust
Pennsylvania
$2K
KG
634
Kilter Group
New York
$1.79K +$1.79K +170 New
HHMI
635
Howard Hughes Medical Institute
Maryland
$1.61K +$1.61K +153 New
BGAI
636
Bruce G. Allen Investments
Colorado
$1.52K -$610 -58 -29%
SO
637
Sierra Ocean
California
$1.5K +$983 +93 +190%
IWM
638
IMG Wealth Management
Florida
$1.45K +$1.45K +138 New
Kayne Anderson Rudnick Investment Management
639
Kayne Anderson Rudnick Investment Management
California
$1.45K +$243 +23 +20%
NMG
640
New Millennium Group
Utah
$1.41K
DIP
641
DT Investment Partners
Pennsylvania
$1.32K -$2.67K -254 -67%
LFG
642
Larson Financial Group
Missouri
$1.29K -$53 -5 -4%
CPG
643
Cornerstone Planning Group
New Jersey
$1.24K +$1.24K +97 New
CMA
644
Cedar Mountain Advisors
Oregon
$1.09K +$11 +1 +1%
CFD
645
Creative Financial Designs
Indiana
$1.06K +$11 +1 +1%
MCM
646
Manchester Capital Management
Vermont
$1.02K -$1.21K -115 -54%
NWM
647
Navigoe Wealth Management
California
$1K
TFGT
648
TS Financial Group (TSFG)
Illinois
$1K
AW
649
Avion Wealth
Texas
$1K +$406 +41 +68%
AAS
650
Ameritas Advisory Services
Nebraska
$957 +$957 +91 New