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702 hedge funds and large institutions have $8.12B invested in AES in 2025 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 260 increasing their positions, 246 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

43% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 76

19% more capital invested

Capital invested by funds: $6.8B → $8.12B (+$1.33B)

3% more funds holding

Funds holding: 682702 (+20)

6% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 246

4.04% less ownership

Funds ownership: 90.71%86.67% (-4%)

42% less call options, than puts

Call options by funds: $160M | Put options by funds: $276M

Holders
702
Holders Change
+20
Holders Change %
+2.93%
% of All Funds
9.21%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
109
Increased
260
Reduced
246
Closed
76
Calls
$160M
Puts
$276M
Net Calls
-$116M
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
651
TFC Financial Management
Massachusetts
$2.57K +$2.3K +177 +983%
JFGIW
652
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.51K +$2.48K +191 New
KG
653
Kilter Group
New York
$2.5K +$260 +20 +12%
MCM
654
Manchester Capital Management
Vermont
$2.5K +$1.21K +93 +96%
TIM
655
Thompson Investment Management
Wisconsin
$2.33K +$2.3K +177 New
QL
656
Quarry LP
New York
$2.2K -$78.6K -6,054 -97%
JWA
657
JFS Wealth Advisors
Pennsylvania
$2.04K +$2K +154 +15,400%
HHMI
658
Howard Hughes Medical Institute
Maryland
$2.01K
ST
659
Smithfield Trust
Pennsylvania
$2K
BGAI
660
Bruce G. Allen Investments
Colorado
$1.9K
IWM
661
IMG Wealth Management
Florida
$1.82K
CPG
662
Cornerstone Planning Group
New Jersey
$1.65K -$948 -73 -75%
DIP
663
DT Investment Partners
Pennsylvania
$1.65K
RWS
664
Retirement Wealth Solutions
Wisconsin
$1.51K +$1.49K +115 New
Kayne Anderson Rudnick Investment Management
665
Kayne Anderson Rudnick Investment Management
California
$1.44K -$364 -28 -20%
CMA
666
Cedar Mountain Advisors
Oregon
$1.38K +$26 +2 +2%
CFD
667
Creative Financial Designs
Indiana
$1.34K +$26 +2 +2%
RWM
668
Rialto Wealth Management
New York
$1.32K +$559 +43 +75%
AIM
669
Anchor Investment Management
South Carolina
$1.18K
AW
670
Avion Wealth
Texas
$1K
TFGT
671
TS Financial Group (TSFG)
Illinois
$1K
DPW
672
DiNuzzo Private Wealth
Pennsylvania
$975 +$623 +48 +200%
GA
673
Guerra Advisors
Florida
$790 +$779 +60 New
EWP
674
Elevation Wealth Partners
California
$744 +$727 +56 New
TCB
675
Texas Capital Bancshares
Texas
$724 +$714 +55 New

AES Hedge Fund Activity: Q3 2025 in Review

702 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q3 2025, worth a combined $8.12B — up 19% from $6.8B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new AES positions and 76 closed out — a net gain of 33 holders — while 260 added to existing stakes and 246 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $100M. The largest seller was Capital International Investors, cutting an estimated $102M.

  • 702 institutional investors held AES (AES) as of Q3 2025, up from 682 in Q2 2025.
  • Funds reported $8.12B of AES stock for Q3 2025, up 19% quarter-over-quarter.
  • 109 funds opened new AES positions in Q3 2025 and 76 closed out, a net change of +33 holders.
  • The largest AES buyer in Q3 2025 was Citadel Advisors, an estimated $100M added.
  • The largest AES seller in Q3 2025 was Capital International Investors, an estimated $102M sold.

Based on aggregated 13F filings for Q3 2025.