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696 hedge funds and large institutions have $7.82B invested in AES in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 277 increasing their positions, 230 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 230

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less first-time investments, than exits

New positions opened: 113 | Existing positions closed: 117

2% less funds holding

Funds holding: 711696 (-15)

3.99% less ownership

Funds ownership: 92.46%88.47% (-4%)

8% less capital invested

Capital invested by funds: $8.46B → $7.82B (-$644M)

36% less call options, than puts

Call options by funds: $168M | Put options by funds: $264M

Holders
696
Holders Change
-15
Holders Change %
-2.11%
% of All Funds
9.33%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
113
Increased
277
Reduced
230
Closed
117
Calls
$168M
Puts
$264M
Net Calls
-$95.9M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
626
Spire Wealth Management
Virginia
$6.05K -$764 -66 -12%
MCM
627
MV Capital Management
Maryland
$5.97K -$301 -26 -5%
SIS
628
Strategic Investment Solutions
Illinois
$5.68K +$46 +4 +0.9%
WPA
629
Wealth Preservation Advisors
Tennessee
$5.51K +$5.14K +444 New
WA
630
WPG Advisers
Maryland
$4.74K +$2.82K +244 +177%
DIP
631
DT Investment Partners
Pennsylvania
$4.71K
BWL
632
Bogart Wealth LLC
Virginia
$4.16K -$7.82K -676 -67%
PP
633
Pacifica Partners
Canada
$3.99K
S
634
Sachetta
Massachusetts
$3.53K +$1.38K +119 +72%
GEA
635
Glen Eagle Advisors
New Jersey
$3.38K +$891 +77 +39%
BBHC
636
Brown Brothers Harriman & Co
New York
$3.24K -$4.22K -365 -58%
CMP
637
Coston McIsaac & Partners
Maine
$3K
HWM
638
Hemington Wealth Management
Virginia
$3K +$474 +41 +18%
TSMHT
639
Thurston Springer Miller Herd & Titak
Indiana
$2.89K +$2.7K +233 New
LWA
640
Lowe Wealth Advisors
Maryland
$2.82K
MEG
641
Millstone Evans Group
Colorado
$2.76K
MCM
642
Manchester Capital Management
Vermont
$2.63K +$1.91K +165 +351%
SAM
643
Smartleaf Asset Management
Massachusetts
$2.59K -$14.8K -1,278 -86%
BGAI
644
Bruce G. Allen Investments
Colorado
$2.51K -$1.46K -126 -38%
SSB
645
Sandy Spring Bank
Maryland
$2.48K -$27.3K -2,360 -92%
BCMLT
646
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.19K
AWM
647
Abound Wealth Management
Tennessee
$2.19K +$2.04K +176 New
SFA
648
Semmax Financial Advisors
North Carolina
$2.1K
ST
649
Smithfield Trust
Pennsylvania
$2K
HHGA
650
Halbert Hargrove Global Advisors
California
$1.85K +$1.72K +149 New

AES Hedge Fund Activity: Q1 2025 in Review

696 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2025, worth a combined $7.82B — down 7.6% from $8.46B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of AES and 113 opened new positions — a net loss of 4 holders — while 230 trimmed existing stakes and 277 added.

The largest buyer was Marshall Wace, adding an estimated $93.9M. The largest seller was Fidelity Investments, cutting an estimated $97.9M.

  • 696 institutional investors held AES (AES) as of Q1 2025, down from 711 in Q4 2024.
  • Funds reported $7.82B of AES stock for Q1 2025, down 7.6% quarter-over-quarter.
  • 113 funds opened new AES positions in Q1 2025 and 117 closed out, a net change of -4 holders.
  • The largest AES buyer in Q1 2025 was Marshall Wace, an estimated $93.9M added.
  • The largest AES seller in Q1 2025 was Fidelity Investments, an estimated $97.9M sold.

Based on aggregated 13F filings for Q1 2025.