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682 hedge funds and large institutions have $6.8B invested in AES in 2025 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 286 increasing their positions, 211 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 211

2.24% more ownership

Funds ownership: 88.47%90.71% (+2.2%)

4% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 113

2% less funds holding

Funds holding: 696682 (-14)

13% less capital invested

Capital invested by funds: $7.82B → $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
682
Holders Change
-14
Holders Change %
-2.01%
% of All Funds
8.98%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
108
Increased
286
Reduced
211
Closed
113
Calls
$148M
Puts
$239M
Net Calls
-$91M
Net Calls Change
+$4.96M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
651
Manchester Capital Management
Vermont
$1.02K -$1.23K -115 -54%
NWM
652
Navigoe Wealth Management
California
$1K
TFGT
653
TS Financial Group (TSFG)
Illinois
$1K
AW
654
Avion Wealth
Texas
$1K +$439 +41 +68%
AAS
655
Ameritas Advisory Services
Nebraska
$957 +$974 +91 New
AIM
656
Anchor Investment Management
South Carolina
$947
TWD
657
True Wealth Design
Ohio
$695 -$161 -15 -19%
WA
658
Whipplewood Advisors
Colorado
$642 +$653 +61 New
RWM
659
Rialto Wealth Management
New York
$600 +$203 +19 +50%
SAM
660
Smartleaf Asset Management
Massachusetts
$525 -$1.71K -160 -77%
LWMI
661
Legacy Wealth Management (Idaho)
Idaho
$484
LIS
662
Legacy Investment Solutions
Idaho
$484 +$492 +46 New
WWM
663
Wolff Wiese Magana
California
$421 -$5.25K -490 -92%
MSWA
664
Marshall & Sterling Wealth Advisors
New York
$400
RFS
665
Richardson Financial Services
Massachusetts
$389
OC
666
Oakworth Capital
Alabama
$295
DF
667
Dunhill Financial
United Kingdom
$264 -$1.32K -123 -83%
WCM
668
WealthTrak Capital Management
Virginia
$263 -$642 -60 -71%
DPW
669
DiNuzzo Private Wealth
Pennsylvania
$253 +$86 +8 +50%
PWM
670
Parkworth Wealth Management
California
$242 +$246 +23 New
PWA
671
Principia Wealth Advisory
Texas
$231 -$428 -40 -65%
GBT
672
Grove Bank & Trust
Florida
$231 +$235 +22 New
KFI
673
Key Financial Inc
Pennsylvania
$221
TFM
674
TFC Financial Management
Massachusetts
$190 +$193 +18 New
ACA
675
Atlas Capital Advisors
Wyoming
$189

AES Hedge Fund Activity: Q2 2025 in Review

682 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q2 2025, worth a combined $6.8B — down 13% from $7.82B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of AES and 108 opened new positions — a net loss of 5 holders — while 211 trimmed existing stakes and 286 added.

The largest buyer was Ameriprise, adding an estimated $98.4M. The largest seller was Fidelity Investments, cutting an estimated $147M.

  • 682 institutional investors held AES (AES) as of Q2 2025, down from 696 in Q1 2025.
  • Funds reported $6.8B of AES stock for Q2 2025, down 13% quarter-over-quarter.
  • 108 funds opened new AES positions in Q2 2025 and 113 closed out, a net change of -5 holders.
  • The largest AES buyer in Q2 2025 was Ameriprise, an estimated $98.4M added.
  • The largest AES seller in Q2 2025 was Fidelity Investments, an estimated $147M sold.

Based on aggregated 13F filings for Q2 2025.