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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
SFCL
676
Strengthening Families & Communities LLC
Massachusetts
$158 +$161 +15 New
HIA
677
HFM Investment Advisors
New Jersey
$147 +$86 +8 +133%
VWA
678
Valued Wealth Advisors
Utah
$111 -$150 -14 -58%
TIM
679
Tortoise Investment Management
New York
$84 +$86 +8 New
SWIM
680
Smallwood Wealth Investment Management
New Jersey
$73
BHWM
681
Bay Harbor Wealth Management
Maryland
$63 +$64 +6 New
QWM
682
Quaker Wealth Management
New Jersey
$43 +$43 +4 New
JWA
683
JFS Wealth Advisors
Pennsylvania
$11 -$8.95K -836 -100%
EWP
684
Elevation Wealth Partners
California
$5
ACH
685
ArrowMark Colorado Holdings
Colorado
-$12.6M -1,010,800 Closed
Twin Tree Management
686
Twin Tree Management
Texas
-$9.83M -917,997 Closed
TCA
687
Tortoise Capital Advisors
Kansas
-$8.8M -708,155 Closed
SCM
688
SIR Capital Management
New York
-$6.91M -555,986 Closed
PCA
689
Providence Capital Advisors
North Carolina
-$6.05M -486,745 Closed
SC
690
Shellback Capital
Massachusetts
-$5.59M -450,000 Closed
APG Asset Management
691
APG Asset Management
Netherlands
-$4.49M -390,800 Closed
JFG
692
Jefferies Financial Group
New York
-$3.63M -292,649 Closed
KCM
693
Kerusso Capital Management
North Carolina
-$3.5M -281,673 Closed
HBWM
694
Hollow Brook Wealth Management
New York
-$3.1M -249,544 Closed
LP
695
LMR Partners
United Kingdom
-$3.07M -247,292 Closed
CFM
696
Catalyst Funds Management
Australia
-$2.58M -207,600 Closed
PD
697
Point72 (DIFC)
United Arab Emirates
-$2.42M -194,833 Closed
TI
698
Tidal Investments
Wisconsin
-$2.41M -194,388 Closed
ET
699
Entropy Technologies
New York
-$2.14M -172,343 Closed
DS
700
DRW Securities
Illinois
-$2.04M -164,460 Closed

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.