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746 hedge funds and large institutions have $8.9B invested in AES in 2026 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 241 increasing their positions, 275 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding

Funds holding: 743746 (+3)

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: 241 | Existing positions reduced: 275

Holders
746
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$82.9M
Puts
$93M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
626
Pinnacle Wealth Planning Services
Ohio
$17.4K
BIAS
627
Beacon Investment Advisory Services
New Jersey
$17.3K
GWM
628
Geneos Wealth Management
Colorado
$16.9K
SL
629
Salomon & Ludwin
Virginia
$16.9K
DWP
630
Destiny Wealth Partners
Florida
$16.5K
HFM
631
Harvest Fund Management
China
$16K
RF
632
Rossby Financial
Florida
$15.3K
BTI
633
Blue Trust Inc
Georgia
$14.7K
MMG
634
Monetary Management Group
Missouri
$14.1K
C
635
Covestor
United Kingdom
$13K
SAM
636
Smartleaf Asset Management
Massachusetts
$12.7K
IUHSA
637
Itau Unibanco Holding S.A.
Brazil
$12.4K
CAM
638
Costello Asset Management
Pennsylvania
$12K
EB
639
Eastern Bank
Massachusetts
$12K
GWP
640
Gen-Wealth Partners
Michigan
$11.9K
MA
641
Montag & Associates
Georgia
$11.8K
VERPA
642
Virginia Estate & Retirement Planning Advisors
Virginia
$11.3K
KFP
643
Kerr Financial Planning
California
$10.6K
MWA
644
Medallion Wealth Advisors
Connecticut
$9.86K
CFO
645
CVA Family Office
Colorado
$9.5K
FAMI
646
Fideuram Asset Management (Ireland)
$9.49K
FFO
647
Fortitude Family Office
Arizona
$9.3K
APW
648
Aventura Private Wealth
Florida
$9.3K
SWP
649
Strategic Wealth Partners
Ohio
$9.14K
WSFG
650
Wall Street Financial Group
Illinois
$8.54K