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696 hedge funds and large institutions have $7.82B invested in AES in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 277 increasing their positions, 230 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 230

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less first-time investments, than exits

New positions opened: 113 | Existing positions closed: 117

2% less funds holding

Funds holding: 711696 (-15)

3.99% less ownership

Funds ownership: 92.46%88.47% (-4%)

8% less capital invested

Capital invested by funds: $8.46B → $7.82B (-$644M)

36% less call options, than puts

Call options by funds: $168M | Put options by funds: $264M

Holders
696
Holders Change
-15
Holders Change %
-2.11%
% of All Funds
9.33%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
113
Increased
277
Reduced
230
Closed
117
Calls
$168M
Puts
$264M
Net Calls
-$95.9M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
MSWA
676
Marshall & Sterling Wealth Advisors
New York
$472 +$440 +38 New
RWM
677
Rialto Wealth Management
New York
$472 +$440 +38 New
RFS
678
Richardson Financial Services
Massachusetts
$460
AA
679
Addison Advisors
Vermont
$448 -$2.2K -190 -84%
OCM
680
Osterweis Capital Management
California
$435 +$405 +35 New
CWP
681
Clark Wealth Partners
Illinois
$397 -$58 -5 -14%
CAWM
682
Capital A Wealth Management
Pennsylvania
$397 +$370 +32 New
APW
683
Aventura Private Wealth
Florida
$392 +$370 +32 New
AGWCA
684
Annis Gardner Whiting Capital Advisors
Florida
$373
GFPC
685
Global Financial Private Client
Florida
$373 +$197 +17 +131%
OC
686
Oakworth Capital
Alabama
$348
VWA
687
Valued Wealth Advisors
Utah
$293 -$497 -43 -64%
KFI
688
Key Financial Inc
Pennsylvania
$261
CAM
689
Chesapeake Asset Management
New York
$248
ACA
690
Atlas Capital Advisors
Wyoming
$223
DPW
691
DiNuzzo Private Wealth
Pennsylvania
$199 -$243 -21 -57%
WW
692
Winnow Wealth
Texas
$131
BCM
693
Blume Capital Management
California
$100 -$3.18K -275 -97%
SWIM
694
Smallwood Wealth Investment Management
New Jersey
$86 +$81 +7 New
HIA
695
HFM Investment Advisors
New Jersey
$75 +$69 +6 New
EWP
696
Elevation Wealth Partners
California
$6
ClearBridge Investments
697
ClearBridge Investments
New York
-$71.8M -5,579,921 Closed
ECP
698
Empyrean Capital Partners
California
-$48.3M -3,755,000 Closed
Adage Capital Partners
699
Adage Capital Partners
Massachusetts
-$28.2M -2,189,312 Closed
ZP
700
Zimmer Partners
New York
-$22.5M -1,750,000 Closed

AES Hedge Fund Activity: Q1 2025 in Review

696 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2025, worth a combined $7.82B — down 7.6% from $8.46B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of AES and 113 opened new positions — a net loss of 4 holders — while 230 trimmed existing stakes and 277 added.

The largest buyer was Marshall Wace, adding an estimated $93.9M. The largest seller was Fidelity Investments, cutting an estimated $97.9M.

  • 696 institutional investors held AES (AES) as of Q1 2025, down from 711 in Q4 2024.
  • Funds reported $7.82B of AES stock for Q1 2025, down 7.6% quarter-over-quarter.
  • 113 funds opened new AES positions in Q1 2025 and 117 closed out, a net change of -4 holders.
  • The largest AES buyer in Q1 2025 was Marshall Wace, an estimated $93.9M added.
  • The largest AES seller in Q1 2025 was Fidelity Investments, an estimated $97.9M sold.

Based on aggregated 13F filings for Q1 2025.