679 hedge funds and large institutions have $6.8B invested in AES in 2025 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 282 increasing their positions, 210 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $7.81B → $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
679
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$148M
Puts
$239M
Net Calls
Net Calls Change

Top Buyers

1 +$96.7M
2 +$59.7M
3 +$44.1M
4
Goldman Sachs
Goldman Sachs
New York
+$42M
5
Bank of America
Bank of America
North Carolina
+$38.3M

Top Sellers

1 -$144M
2 -$46.9M
3 -$34M
4
Citadel Advisors
Citadel Advisors
Florida
-$26.7M
5
MGP
M&G plc
United Kingdom
-$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
626
Twin Peaks Wealth Advisors
California
$2.78K
MCM
627
MV Capital Management
Maryland
$2.57K
SFA
628
Semmax Financial Advisors
North Carolina
$2.47K
LWA
629
Lowe Wealth Advisors
Maryland
$2.39K
AWM
630
Abound Wealth Management
Tennessee
$2.36K
MEG
631
Millstone Evans Group
Colorado
$2.33K
S
632
Sachetta
Massachusetts
$2.22K
AUB
633
Atlantic Union Bankshares
Virginia
$2.1K
HWM
634
Hemington Wealth Management
Virginia
$2K
ST
635
Smithfield Trust
Pennsylvania
$2K
KG
636
Kilter Group
New York
$1.79K
HHMI
637
Howard Hughes Medical Institute
Maryland
$1.61K
BGAI
638
Bruce G. Allen Investments
Colorado
$1.51K
SO
639
Sierra Ocean
California
$1.5K
IWM
640
IMG Wealth Management
Florida
$1.45K
Kayne Anderson Rudnick Investment Management
641
Kayne Anderson Rudnick Investment Management
California
$1.45K
NMG
642
New Millennium Group
Utah
$1.41K
DIP
643
DT Investment Partners
Pennsylvania
$1.31K
LFG
644
Larson Financial Group
Missouri
$1.29K
CPG
645
Cornerstone Planning Group
New Jersey
$1.24K
CMA
646
Cedar Mountain Advisors
Oregon
$1.08K
CFD
647
Creative Financial Designs
Indiana
$1.06K
MCM
648
Manchester Capital Management
Vermont
$1.02K
TFGT
649
TS Financial Group (TSFG)
Illinois
$1K
NWM
650
Navigoe Wealth Management
California
$1K