We are live on ! Find out more

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
CA
776
Corrado Advisors
New Jersey
-$1.87M -130,401 Closed
BIG
777
Brookwood Investment Group
Arizona
-$1.84M -128,511 Closed
LAM
778
Lewis Asset Management
California
-$1.56M -108,717 Closed
A
779
AlphaQuest
New York
-$1.4M -97,381 Closed
AC
780
Avenir Corporation
Virginia
-$1.37M -95,722 Closed
CM
781
Caption Management
Oklahoma
-$1.4M -94,000 Closed
QIM
782
Quantitative Investment Management
Virginia
-$1.31M -91,565 Closed
IAA
783
Independent Advisor Alliance
North Carolina
-$1.13M -78,495 Closed
MCM
784
Mork Capital Management
California
-$1.12M -78,400 Closed
AP
785
Advisors Preferred
Maryland
-$1.09M -73,646 Closed
Holocene Advisors
786
Holocene Advisors
New York
-$915K -63,803 Closed
JAM
787
Jupiter Asset Management
United Kingdom
-$896K -62,508 Closed
MHI
788
Miller Howard Investments
New York
-$894K -62,377 Closed
SIM
789
Studio Investment Management
Illinois
-$853K -59,511 Closed
CIP
790
Convergence Investment Partners
Florida
-$844K -58,849 Closed
HP
791
Havemeyer Place
Connecticut
-$833K -58,115 Closed
HCM
792
Huber Capital Management
California
-$827K -57,693 Closed
NICM
793
Neo Ivy Capital Management
New York
-$779K -54,305 Closed
CIS
794
Capital International Sarl
California
-$770K -53,668 Closed
FRM
795
Fox Run Management
Connecticut
-$745K -51,923 Closed
PEAK6
796
PEAK6
Illinois
-$681K -47,486 Closed
MG
797
Marex Group
-$590K -41,152 Closed
BMCM
798
Burns Matteson Capital Management
New York
-$585K -40,805 Closed
KWM
799
Kingsview Wealth Management
Oregon
-$534K -37,264 Closed
LCM
800
LVM Capital Management
Michigan
-$512K -35,685 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.