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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
HT
751
Headlands Technologies
Illinois
-$87.5K -8,319 Closed
IGAM
752
iA Global Asset Management
Quebec, Canada
-$51K -4,840 Closed
HCA
753
Harbor Capital Advisors
Illinois
-$40K -3,797 Closed
BIG
754
Brooklyn Investment Group
New York
-$26.6K -2,533 Closed
MSFP
755
Mark Sheptoff Financial Planning
Connecticut
-$24.2K -2,300 Closed
GM
756
GeoWealth Management
Illinois
-$22.8K -2,169 Closed
GC
757
Garde Capital
Washington
-$22.1K -2,102 Closed
AGWCA
758
Annis Gardner Whiting Capital Advisors
Florida
-$16.6K -1,581 Closed
TSMHT
759
Thurston Springer Miller Herd & Titak
Indiana
-$13K -1,233 Closed
VWWMG
760
Vermillion & White Wealth Management Group
Pennsylvania
-$10.8K -1,025 Closed
CWM
761
CarsonAllaria Wealth Management
Illinois
-$7.4K -703 Closed
T
762
Transce3nd
Texas
-$5.26K -500 Closed
BCMLT
763
Beacon Capital Management LLC (Tennessee)
Tennessee
-$2.89K -274 Closed
LWA
764
Lowe Wealth Advisors
Maryland
-$2.39K -227 Closed
TPWA
765
Twin Peaks Wealth Advisors
California
-$2.78K -215 Closed
SO
766
Sierra Ocean
California
-$1.5K -142 Closed
NWM
767
Navigoe Wealth Management
California
-$1K -135 Closed
NMG
768
New Millennium Group
Utah
-$1.41K -134 Closed
AAS
769
Ameritas Advisory Services
Nebraska
-$957 -91 Closed
WA
770
Whipplewood Advisors
Colorado
-$642 -61 Closed
LWMI
771
Legacy Wealth Management (Idaho)
Idaho
-$484 -46 Closed
RFS
772
Richardson Financial Services
Massachusetts
-$389 -37 Closed
WCM
773
WealthTrak Capital Management
Virginia
-$263 -25 Closed
GBT
774
Grove Bank & Trust
Florida
-$231 -22 Closed
KFI
775
Key Financial Inc
Pennsylvania
-$221 -21 Closed

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.