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747 hedge funds and large institutions have $8.9B invested in AES in 2026 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 242 increasing their positions, 274 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

18% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 114

3.51% more ownership

Funds ownership: 85.08%88.59% (+3.5%)

2% more capital invested

Capital invested by funds: $8.69B → $8.9B (+$214M)

1% more funds holding

Funds holding: 743747 (+4)

11% less call options, than puts

Call options by funds: $82.9M | Put options by funds: $93M

12% less repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 274

Holders
747
Holders Change
+4
Holders Change %
+0.54%
% of All Funds
9.19%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
134
Increased
242
Reduced
274
Closed
114
Calls
$82.9M
Puts
$93M
Net Calls
-$10.2M
Net Calls Change
+$118M
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
701
Elevation Wealth Partners
California
$1.19K +$417 +28 +50%
AW
702
Ankerstar Wealth
Texas
$1.17K
BHWM
703
Bay Harbor Wealth Management
Maryland
$1.14K +$536 +36 +80%
EP
704
Essential Partners
California
$1.11K +$700 +47 +147%
SIC
705
SJS Investment Consulting
Ohio
$1.1K +$208 +14 +22%
NB
706
NBT Bank
New York
$1.1K +$1.16K +78 New
WIM
707
Westside Investment Management
California
$1.06K -$7.44K -500 -87%
CCWM
708
Cassaday & Co Wealth Management
Virginia
$1.06K +$1.12K +75 New
DPW
709
DiNuzzo Private Wealth
Pennsylvania
$1.04K +$149 +10 +16%
AW
710
Avion Wealth
Texas
$1K
TFGT
711
TS Financial Group (TSFG)
Illinois
$1K
DF
712
Dunhill Financial
United Kingdom
$983 +$447 +30 +77%
SC
713
Swan Capital
Florida
$928 +$983 +66 New
VWM
714
Vermillion Wealth Management
Minnesota
$690 +$729 +49 New
ANBT
715
American National Bank & Trust
Texas
$634 -$10.2K -684 -94%
ACM
716
Anfield Capital Management
California
$606 +$640 +43 New
TFA
717
Transamerica Financial Advisors
Florida
$591 -$2.02K -136 -76%
WWM
718
Wolff Wiese Magana
California
$564
CPG
719
Cornerstone Planning Group
New Jersey
$532 +$60 +4 +12%
GIA
720
GHP Investment Advisors
Colorado
$522 +$551 +37 New
CWP
721
Clark Wealth Partners
Illinois
$465 -$2.31K -155 -82%
AWM
722
Activest Wealth Management
Florida
$465 +$342 +23 +230%
MCA
723
McGuire Capital Advisors
Oklahoma
$451 -$521 -35 -52%
WA
724
WestEnd Advisors
North Carolina
$437
CTC
725
Central Trust Company
Missouri
$437 +$461 +31 New

AES Hedge Fund Activity: Q1 2026 in Review

747 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2026, worth a combined $8.9B — up 2.5% from $8.69B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new AES positions and 114 closed out — a net gain of 20 holders — while 242 added to existing stakes and 274 trimmed.

The largest buyer was UBS Group, adding an estimated $176M. The largest seller was Fidelity Investments, cutting an estimated $249M.

  • 747 institutional investors held AES (AES) as of Q1 2026, up from 743 in Q4 2025.
  • Funds reported $8.9B of AES stock for Q1 2026, up 2.5% quarter-over-quarter.
  • 134 funds opened new AES positions in Q1 2026 and 114 closed out, a net change of +20 holders.
  • The largest AES buyer in Q1 2026 was UBS Group, an estimated $176M added.
  • The largest AES seller in Q1 2026 was Fidelity Investments, an estimated $249M sold.

Based on aggregated 13F filings for Q1 2026.