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AES
AES

Overview Fund Activity

686 hedge funds and large institutions have $7.8B invested in AES in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 275 increasing their positions, 226 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
-17
Holders Change %
-2.42%
% of All Funds
9.32%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
113
Increased
275
Reduced
226
Closed
117
Calls
$168M
Puts
$264M
Net Calls
-$95.9M
Net Calls Change
+$1.92M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
$105M
2
Geode Capital Management
Geode Capital Management
Massachusetts
$288M
3
OAG
Orbis Allan Gray
Bermuda
$342M
4
Invesco
Invesco
Georgia
$258M
5
Bank of America
Bank of America
North Carolina
$110M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$506M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$14.9M
3
Capital World Investors
Capital World Investors
California
$194M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.09B
5
ClearBridge Investments
ClearBridge Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
651
Kayne Anderson Rudnick Investment Management
California
$1.42K -$674 -54 -32%
CMA
652
Cedar Mountain Advisors
Oregon
$1.26K +$25 +2 +2%
CFD
653
Creative Financial Designs
Indiana
$1.23K -$1.8K -145 -59%
TCA
654
Trifecta Capital Advisors
Illinois
$1.14K +$335 +27 +42%
AIM
655
Anchor Investment Management
South Carolina
$1.12K – – –
WCM
656
WealthTrak Capital Management
Virginia
$1.06K +$559 +45 +113%
TWD
657
True Wealth Design
Ohio
$1.01K +$746 +60 +286%
NWM
658
Navigoe Wealth Management
California
$1K – – –
TFGT
659
TS Financial Group (TSFG)
Illinois
$1K +$1K +50 New
HFS
660
Hantz Financial Services
Michigan
$1K +$933 +84 +1,400%
NL
661
NVWM LLC
Pennsylvania
$944 +$571 +46 +153%
AWM
662
Activest Wealth Management
Florida
$782 +$782 +63 New
OP
663
ORG Partners
Indiana
$692 +$692 +56 New
PWA
664
Principia Wealth Advisory
Texas
$691 +$457 +41 +195%
SO
665
Sierra Ocean
California
$617 -$290 -23 -32%
LWMI
666
Legacy Wealth Management (Idaho)
Idaho
$572 – – –
CWC
667
Carolinas Wealth Consulting
North Carolina
$559 -$1.54K -124 -73%
GJIA
668
Glass Jacobson Investment Advisors
Maryland
$477 – – –
RWM
669
Rialto Wealth Management
New York
$472 +$472 +38 New
MSWA
670
Marshall & Sterling Wealth Advisors
New York
$472 +$472 +38 New
RFS
671
Richardson Financial Services
Massachusetts
$460 – – –
AA
672
Addison Advisors
Vermont
$448 -$2.36K -190 -84%
OCM
673
Osterweis Capital Management
California
$435 +$435 +35 New
CAWM
674
Capital A Wealth Management
Pennsylvania
$397 +$397 +32 New
AGWCA
675
Annis Gardner Whiting Capital Advisors
Florida
$373 – – –
25 26
27
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