679 hedge funds and large institutions have $6.8B invested in AES in 2025 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 282 increasing their positions, 210 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

13% less capital invested

Capital invested by funds: $7.81B → $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
679
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$148M
Puts
$239M
Net Calls
Net Calls Change

Top Buyers

1 +$96.7M
2 +$59.7M
3 +$44.1M
4
Goldman Sachs
Goldman Sachs
New York
+$42M
5
Bank of America
Bank of America
North Carolina
+$38.3M

Top Sellers

1 -$144M
2 -$46.9M
3 -$34M
4
Citadel Advisors
Citadel Advisors
Florida
-$26.7M
5
MGP
M&G plc
United Kingdom
-$18.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
651
Avion Wealth
Texas
$1K
AAS
652
Ameritas Advisory Services
Nebraska
$957
AIM
653
Anchor Investment Management
South Carolina
$947
TWD
654
True Wealth Design
Ohio
$695
WA
655
Whipplewood Advisors
Colorado
$642
RWM
656
Rialto Wealth Management
New York
$600
SAM
657
Smartleaf Asset Management
Massachusetts
$525
LWMI
658
Legacy Wealth Management (Idaho)
Idaho
$484
LIS
659
Legacy Investment Solutions
Idaho
$484
WWM
660
Wolff Wiese Magana
California
$421
MSWA
661
Marshall & Sterling Wealth Advisors
New York
$400
RFS
662
Richardson Financial Services
Massachusetts
$389
OC
663
Oakworth Capital
Alabama
$295
DF
664
Dunhill Financial
United Kingdom
$264
WCM
665
WealthTrak Capital Management
Virginia
$263
DPW
666
DiNuzzo Private Wealth
Pennsylvania
$253
PWM
667
Parkworth Wealth Management
California
$242
PWA
668
Principia Wealth Advisory
Texas
$231
GBT
669
Grove Bank & Trust
Florida
$231
KFI
670
Key Financial Inc
Pennsylvania
$221
TFM
671
TFC Financial Management
Massachusetts
$190
ACA
672
Atlas Capital Advisors
Wyoming
$189
SFCL
673
Strengthening Families & Communities LLC
Massachusetts
$158
HIA
674
HFM Investment Advisors
New Jersey
$147
VWA
675
Valued Wealth Advisors
Utah
$111