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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
DF
651
Dunhill Financial
United Kingdom
$1.83K -$220 -19 -11%
RTL
652
Red Tortoise LLC
Georgia
$1.83K
MAS
653
MPWM Advisory Solutions
Georgia
$1.75K +$23 +2 +1%
NMG
654
New Millennium Group
Utah
$1.66K
OW
655
Olistico Wealth
Oklahoma
$1.6K
LFG
656
Larson Financial Group
Missouri
$1.59K +$69 +6 +5%
SIM
657
Synergy Investment Management
Florida
$1.47K
Kayne Anderson Rudnick Investment Management
658
Kayne Anderson Rudnick Investment Management
California
$1.42K -$625 -54 -32%
CMA
659
Cedar Mountain Advisors
Oregon
$1.26K +$23 +2 +2%
CFD
660
Creative Financial Designs
Indiana
$1.23K -$1.68K -145 -59%
TCA
661
Trifecta Capital Advisors
Illinois
$1.14K +$312 +27 +42%
AIM
662
Anchor Investment Management
South Carolina
$1.12K
WCM
663
WealthTrak Capital Management
Virginia
$1.06K +$521 +45 +113%
TWD
664
True Wealth Design
Ohio
$1.01K +$694 +60 +286%
NWM
665
Navigoe Wealth Management
California
$1K
TFGT
666
TS Financial Group (TSFG)
Illinois
$1K +$578 +50 New
HFS
667
Hantz Financial Services
Michigan
$1K +$972 +84 +1,400%
NL
668
NVWM LLC
Pennsylvania
$944 +$532 +46 +153%
AWM
669
Activest Wealth Management
Florida
$782 +$729 +63 New
OP
670
ORG Partners
Indiana
$692 +$648 +56 New
PWA
671
Principia Wealth Advisory
Texas
$691 +$474 +41 +195%
SO
672
Sierra Ocean
California
$617 -$266 -23 -32%
LWMI
673
Legacy Wealth Management (Idaho)
Idaho
$572
CWC
674
Carolinas Wealth Consulting
North Carolina
$559 -$1.44K -124 -73%
GJIA
675
Glass Jacobson Investment Advisors
Maryland
$477

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.