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702 hedge funds and large institutions have $8.12B invested in AES in 2025 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 260 increasing their positions, 246 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

43% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 76

19% more capital invested

Capital invested by funds: $6.8B → $8.12B (+$1.33B)

3% more funds holding

Funds holding: 682702 (+20)

6% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 246

4.04% less ownership

Funds ownership: 90.71%86.67% (-4%)

42% less call options, than puts

Call options by funds: $160M | Put options by funds: $276M

Holders
702
Holders Change
+20
Holders Change %
+2.93%
% of All Funds
9.21%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
109
Increased
260
Reduced
246
Closed
76
Calls
$160M
Puts
$276M
Net Calls
-$116M
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
626
Tripletail Wealth Management
Florida
$7.19K +$6.49K +500 New
KFP
627
Kerr Financial Planning
California
$6.71K +$6.17K +475 New
AA
628
Addison Advisors
Vermont
$6.7K
LFG
629
Larson Financial Group
Missouri
$6.67K +$4.99K +384 +312%
FCMT
630
Founders Capital Management (Texas)
Texas
$6.58K
FMII
631
Farmers & Merchants Investments Inc
Nebraska
$6.42K
PWMG
632
Prestige Wealth Management Group
New Jersey
$6.37K +$1.86K +143 +42%
HWM
633
Hemington Wealth Management
Virginia
$6K +$3.61K +278 +130%
TWD
634
True Wealth Design
Ohio
$5.76K +$4.83K +372 +564%
SWM
635
Spire Wealth Management
Virginia
$5.57K +$247 +19 +5%
FFO
636
Fortitude Family Office
Arizona
$5.3K +$571 +44 +12%
PWA
637
Physician Wealth Advisors
Utah
$5.11K
BIA
638
Bell Investment Advisors
California
$4.13K -$4.13K -318 -50%
PP
639
Pacifica Partners
Canada
$3.84K -$1.1K -85 -25%
WPA
640
Wealth Preservation Advisors
Tennessee
$3.76K -$1.01K -78 -21%
MCM
641
MV Capital Management
Maryland
$3.75K +$533 +41 +17%
SC
642
SouthState Corp
Florida
$3.61K -$4.21K -324 -54%
GEA
643
Glen Eagle Advisors
New Jersey
$3.58K
SL
644
Salomon & Ludwin
Virginia
$3.48K +$3.1K +239 New
AG
645
AmeriFlex Group
Nevada
$3.34K +$3.3K +254 New
HHGA
646
Halbert Hargrove Global Advisors
California
$3.34K +$3.3K +254 New
MEG
647
Millstone Evans Group
Colorado
$2.92K
S
648
Sachetta
Massachusetts
$2.78K
CWP
649
Clark Wealth Partners
Illinois
$2.7K +$2.44K +188 New
AUB
650
Atlantic Union Bankshares
Virginia
$2.63K

AES Hedge Fund Activity: Q3 2025 in Review

702 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q3 2025, worth a combined $8.12B — up 19% from $6.8B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new AES positions and 76 closed out — a net gain of 33 holders — while 260 added to existing stakes and 246 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $100M. The largest seller was Capital International Investors, cutting an estimated $102M.

  • 702 institutional investors held AES (AES) as of Q3 2025, up from 682 in Q2 2025.
  • Funds reported $8.12B of AES stock for Q3 2025, up 19% quarter-over-quarter.
  • 109 funds opened new AES positions in Q3 2025 and 76 closed out, a net change of +33 holders.
  • The largest AES buyer in Q3 2025 was Citadel Advisors, an estimated $100M added.
  • The largest AES seller in Q3 2025 was Capital International Investors, an estimated $102M sold.

Based on aggregated 13F filings for Q3 2025.