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747 hedge funds and large institutions have $8.9B invested in AES in 2026 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 242 increasing their positions, 274 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

18% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 114

3.51% more ownership

Funds ownership: 85.08%88.59% (+3.5%)

2% more capital invested

Capital invested by funds: $8.69B → $8.9B (+$214M)

1% more funds holding

Funds holding: 743747 (+4)

11% less call options, than puts

Call options by funds: $82.9M | Put options by funds: $93M

12% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 274

Holders
747
Holders Change
+4
Holders Change %
+0.54%
% of All Funds
9.19%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
134
Increased
242
Reduced
274
Closed
114
Calls
$82.9M
Puts
$93M
Net Calls
-$10.2M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
626
Golden State Equity Partners
California
$17.5K -$136K -9,134 -88%
PWPS
627
Pinnacle Wealth Planning Services
Ohio
$17.4K +$2.02K +136 +12%
BIAS
628
Beacon Investment Advisory Services
New Jersey
$17.3K -$472K -31,725 -96%
GWM
629
Geneos Wealth Management
Colorado
$16.9K +$119 +8 +0.7%
SL
630
Salomon & Ludwin
Virginia
$16.9K +$14K +941 +394%
DWP
631
Destiny Wealth Partners
Florida
$16.5K +$17.4K +1,170 New
HFM
632
Harvest Fund Management
China
$16K -$348K -23,406 -95%
RF
633
Rossby Financial
Florida
$15.3K +$774 +52 +5%
BTI
634
Blue Trust Inc
Georgia
$14.7K -$18.3K -1,226 -54%
MMG
635
Monetary Management Group
Missouri
$14.1K
C
636
Covestor
United Kingdom
$13K -$195K -13,103 -93%
SAM
637
Smartleaf Asset Management
Massachusetts
$12.7K -$128K -8,570 -90%
IUHSA
638
Itau Unibanco Holding S.A.
Brazil
$12.4K -$3.84M -258,181 -100%
CAM
639
Costello Asset Management
Pennsylvania
$12K
EB
640
Eastern Bank
Massachusetts
$12K
GWP
641
Gen-Wealth Partners
Michigan
$11.9K +$2.13K +143 +20%
MA
642
Montag & Associates
Georgia
$11.8K -$59.5K -4,000 -83%
VERPA
643
Virginia Estate & Retirement Planning Advisors
Virginia
$11.3K +$849 +57 New
KFP
644
Kerr Financial Planning
California
$10.6K -$3.63K -244 -25%
MWA
645
Medallion Wealth Advisors
Connecticut
$9.86K
CFO
646
CVA Family Office
Colorado
$9.5K +$2.46K +165 +32%
FAMI
647
Fideuram Asset Management (Ireland)
$9.49K -$417 -28 -5%
FFO
648
Fortitude Family Office
Arizona
$9.3K +$3.17K +213 +48%
APW
649
Aventura Private Wealth
Florida
$9.3K
SWP
650
Strategic Wealth Partners
Ohio
$9.14K

AES Hedge Fund Activity: Q1 2026 in Review

747 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2026, worth a combined $8.9B — up 2.5% from $8.69B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new AES positions and 114 closed out — a net gain of 20 holders — while 242 added to existing stakes and 274 trimmed.

The largest buyer was UBS Group, adding an estimated $176M. The largest seller was Fidelity Investments, cutting an estimated $249M.

  • 747 institutional investors held AES (AES) as of Q1 2026, up from 743 in Q4 2025.
  • Funds reported $8.9B of AES stock for Q1 2026, up 2.5% quarter-over-quarter.
  • 134 funds opened new AES positions in Q1 2026 and 114 closed out, a net change of +20 holders.
  • The largest AES buyer in Q1 2026 was UBS Group, an estimated $176M added.
  • The largest AES seller in Q1 2026 was Fidelity Investments, an estimated $249M sold.

Based on aggregated 13F filings for Q1 2026.