676 hedge funds and large institutions have $6.79B invested in AES in 2025 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 280 increasing their positions, 209 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
676
Holders Change
-10
Holders Change %
-1.46%
% of All Funds
9.07%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
112
Increased
280
Reduced
209
Closed
110
Calls
$148M
Puts
$239M
Net Calls
-$91M
Net Calls Change
+$4.96M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
651
Anchor Investment Management
South Carolina
$947
TWD
652
True Wealth Design
Ohio
$695 -$158 -15 -19%
WA
653
Whipplewood Advisors
Colorado
$642 +$642 +61 New
RWM
654
Rialto Wealth Management
New York
$600 +$200 +19 +50%
SAM
655
Smartleaf Asset Management
Massachusetts
$525 -$1.71K -160 -77%
LWMI
656
Legacy Wealth Management (Idaho)
Idaho
$484
LIS
657
Legacy Investment Solutions
Idaho
$484 +$484 +46 New
WWM
658
Wolff Wiese Magana
California
$421 -$5.16K -490 -92%
MSWA
659
Marshall & Sterling Wealth Advisors
New York
$400
RFS
660
Richardson Financial Services
Massachusetts
$389
OC
661
Oakworth Capital
Alabama
$295
DF
662
Dunhill Financial
United Kingdom
$264 -$1.3K -123 -83%
WCM
663
WealthTrak Capital Management
Virginia
$263 -$631 -60 -71%
DPW
664
DiNuzzo Private Wealth
Pennsylvania
$253 +$84 +8 +50%
PWM
665
Parkworth Wealth Management
California
$242 +$242 +23 New
PWA
666
Principia Wealth Advisory
Texas
$231 -$420 -40 -65%
GBT
667
Grove Bank & Trust
Florida
$231 +$231 +22 New
KFI
668
Key Financial Inc
Pennsylvania
$221
TFM
669
TFC Financial Management
Massachusetts
$190 +$190 +18 New
ACA
670
Atlas Capital Advisors
Wyoming
$189
SFCL
671
Strengthening Families & Communities LLC
Massachusetts
$158 +$158 +15 New
HIA
672
HFM Investment Advisors
New Jersey
$147 +$84 +8 +133%
VWA
673
Valued Wealth Advisors
Utah
$111 -$155 -14 -58%
TIM
674
Tortoise Investment Management
New York
$84 +$84 +8 New
BHWM
675
Bay Harbor Wealth Management
Maryland
$63 +$63 +6 New