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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
FC
676
Financial Consulate
Maryland
$553 +$546 +42 New
WWM
677
Wolff Wiese Magana
California
$527
AT
678
Avalon Trust
New Mexico
$527 +$520 +40 New
BHWM
679
Bay Harbor Wealth Management
Maryland
$526 +$442 +34 +567%
MSWA
680
Marshall & Sterling Wealth Advisors
New York
$500
WWA
681
Wealth Watch Advisors
Colorado
$487 +$481 +37 New
EP
682
Essential Partners
California
$421 +$416 +32 New
WA
683
WestEnd Advisors
North Carolina
$421 +$416 +32 New
HPC
684
HM Payson & Co
Maine
$369 +$364 +28 New
OC
685
Oakworth Capital
Alabama
$368
HIA
686
HFM Investment Advisors
New Jersey
$316 +$130 +10 +71%
PWA
687
Principia Wealth Advisory
Texas
$290
SIC
688
SJS Investment Consulting
Ohio
$290 +$286 +22 New
TFA
689
Transamerica Financial Advisors
Florida
$276 +$273 +21 New
CIAM
690
Caitong International Asset Management
Hong Kong
$250 +$247 +19 New
WA
691
WPG Advisers
Maryland
$237 -$4.73K -364 -95%
TPBG
692
Turning Point Benefit Group
Maryland
$215 +$182 +14 New
DF
693
Dunhill Financial
United Kingdom
$210 -$117 -9 -36%
SFCL
694
Strengthening Families & Communities LLC
Massachusetts
$200
VWA
695
Valued Wealth Advisors
Utah
$179 +$52 +4 +40%
AWM
696
Activest Wealth Management
Florida
$132 +$130 +10 New
SWIM
697
Smallwood Wealth Investment Management
New Jersey
$92
QWM
698
Quaker Wealth Management
New Jersey
$53
ACA
699
American Capital Advisory
Idaho
$53 +$52 +4 New
WW
700
Winnow Wealth
Texas
$14 +$13 +1 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.