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682 hedge funds and large institutions have $6.8B invested in AES in 2025 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 286 increasing their positions, 211 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 211

2.24% more ownership

Funds ownership: 88.47%90.71% (+2.2%)

4% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 113

2% less funds holding

Funds holding: 696682 (-14)

13% less capital invested

Capital invested by funds: $7.82B → $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
682
Holders Change
-14
Holders Change %
-2.01%
% of All Funds
8.98%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
108
Increased
286
Reduced
211
Closed
113
Calls
$148M
Puts
$239M
Net Calls
-$91M
Net Calls Change
+$4.96M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
626
Prestige Wealth Management Group
New Jersey
$3.59K -$1.96K -183 -35%
BCMLT
627
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.89K +$1.05K +98 +56%
GEA
628
Glen Eagle Advisors
New Jersey
$2.87K
TPWA
629
Twin Peaks Wealth Advisors
California
$2.78K +$2.3K +215 New
MCM
630
MV Capital Management
Maryland
$2.57K -$2.54K -237 -49%
SFA
631
Semmax Financial Advisors
North Carolina
$2.47K
LWA
632
Lowe Wealth Advisors
Maryland
$2.39K
AWM
633
Abound Wealth Management
Tennessee
$2.36K +$514 +48 +27%
MEG
634
Millstone Evans Group
Colorado
$2.33K
S
635
Sachetta
Massachusetts
$2.22K -$781 -73 -26%
AUB
636
Atlantic Union Bankshares
Virginia
$2.1K +$2.14K +200 New
HWM
637
Hemington Wealth Management
Virginia
$2K -$535 -50 -19%
ST
638
Smithfield Trust
Pennsylvania
$2K
KG
639
Kilter Group
New York
$1.79K +$1.82K +170 New
HHMI
640
Howard Hughes Medical Institute
Maryland
$1.61K +$1.64K +153 New
BGAI
641
Bruce G. Allen Investments
Colorado
$1.51K -$621 -58 -29%
SO
642
Sierra Ocean
California
$1.5K +$996 +93 +190%
IWM
643
IMG Wealth Management
Florida
$1.45K +$1.48K +138 New
Kayne Anderson Rudnick Investment Management
644
Kayne Anderson Rudnick Investment Management
California
$1.45K +$246 +23 +20%
NMG
645
New Millennium Group
Utah
$1.41K
DIP
646
DT Investment Partners
Pennsylvania
$1.31K -$2.72K -254 -67%
LFG
647
Larson Financial Group
Missouri
$1.29K -$54 -5 -4%
CPG
648
Cornerstone Planning Group
New Jersey
$1.24K +$1.04K +97 New
CMA
649
Cedar Mountain Advisors
Oregon
$1.08K +$11 +1 +1%
CFD
650
Creative Financial Designs
Indiana
$1.06K +$11 +1 +1%

AES Hedge Fund Activity: Q2 2025 in Review

682 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q2 2025, worth a combined $6.8B — down 13% from $7.82B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of AES and 108 opened new positions — a net loss of 5 holders — while 211 trimmed existing stakes and 286 added.

The largest buyer was Ameriprise, adding an estimated $98.4M. The largest seller was Fidelity Investments, cutting an estimated $147M.

  • 682 institutional investors held AES (AES) as of Q2 2025, down from 696 in Q1 2025.
  • Funds reported $6.8B of AES stock for Q2 2025, down 13% quarter-over-quarter.
  • 108 funds opened new AES positions in Q2 2025 and 113 closed out, a net change of -5 holders.
  • The largest AES buyer in Q2 2025 was Ameriprise, an estimated $98.4M added.
  • The largest AES seller in Q2 2025 was Fidelity Investments, an estimated $147M sold.

Based on aggregated 13F filings for Q2 2025.