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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
OC
726
Oakworth Capital
Alabama
$395
IWS
727
Intentional Wealth Strategies
Colorado
$395 +$417 +28 New
IPS
728
Investors Portfolio Services
Washington
$332 +$342 +23 New
HIA
729
HFM Investment Advisors
New Jersey
$268
TFM
730
TFC Financial Management
Massachusetts
$254
WA
731
WPG Advisers
Maryland
$254
MB
732
MidFirst Bank
Oklahoma
$240 +$253 +17 New
IAS
733
IMA Advisory Services
Colorado
$239 +$253 +17 New
MS
734
Monetary Solutions
Ohio
$225
SFS
735
Sunrise Financial Services
Washington
$225 +$238 +16 New
PWA
736
Portus Wealth Advisors
North Carolina
$211 +$223 +15 New
T
737
Tidemark
California
$197 +$208 +14 New
VWA
738
Valued Wealth Advisors
Utah
$195
II
739
Inspire Investing
Idaho
$187
ACA
740
American Capital Advisory
Idaho
$155
RWS
741
Retirement Wealth Solutions
Wisconsin
$141 -$1.71K -115 -92%
VAI
742
Vanguard Advisers Inc
Pennsylvania
$134 +$134 +9 New
QWM
743
Quaker Wealth Management
New Jersey
$127 -$15 -1 -10%
SWIM
744
Smallwood Wealth Investment Management
New Jersey
$98
HFS
745
Hughes Financial Services
Virginia
$70
CW
746
Curio Wealth
Maryland
$42 +$45 +3 New
MAM
747
Meeder Asset Management
Ohio
$14 -$332K -22,332 -100%
HWP
748
Highline Wealth Partners
California
$14 +$15 +1 New
SSM
749
Sound Shore Management
Connecticut
-$98.9M -6,898,342 Closed
DCP
750
Diameter Capital Partners
New York
-$28M -1,950,000 Closed

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.