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696 hedge funds and large institutions have $7.82B invested in AES in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 277 increasing their positions, 230 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 230

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less first-time investments, than exits

New positions opened: 113 | Existing positions closed: 117

2% less funds holding

Funds holding: 711696 (-15)

3.99% less ownership

Funds ownership: 92.46%88.47% (-4%)

8% less capital invested

Capital invested by funds: $8.46B → $7.82B (-$644M)

36% less call options, than puts

Call options by funds: $168M | Put options by funds: $264M

Holders
696
Holders Change
-15
Holders Change %
-2.11%
% of All Funds
9.33%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
113
Increased
277
Reduced
230
Closed
117
Calls
$168M
Puts
$264M
Net Calls
-$95.9M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Optiver Holding
776
Optiver Holding
Netherlands
-$34.9K -2,711 Closed
CAS
777
Coppell Advisory Solutions
Texas
-$23.6K -1,866 Closed
PCM
778
Penserra Capital Management
California
-$23K -1,800 Closed
RTC
779
Riverview Trust Company
Washington
-$20K -1,556 Closed
National Pension Service
780
National Pension Service
South Korea
-$19.4K -1,506 Closed
VWM
781
Venturi Wealth Management
Texas
-$13.9K -1,081 Closed
CLG
782
Cooperman Leon G
-$11.6K -900 Closed
RCM
783
Raleigh Capital Management
North Carolina
-$9.85K -765 Closed
SIS
784
Sound Income Strategies
Florida
-$9.55K -742 Closed
TC
785
Truvestments Capital
Florida
-$8.24K -641 Closed
TCM
786
TruNorth Capital Management
Michigan
-$8.03K -624 Closed
KBFS
787
Kohmann Bosshard Financial Services
Ohio
-$7.87K -612 Closed
WTA
788
Washington Trust Advisors
Massachusetts
-$6.6K -513 Closed
TFIPS
789
Towarzystwo Funduszy Inwestycyjnych PZU SA
-$6.43K -500 Closed
HWP
790
Highline Wealth Partners
California
-$5.97K -464 Closed
AWM
791
Avior Wealth Management
Nebraska
-$3.24K -252 Closed
OC
792
Oarsman Capital
Wisconsin
-$2.57K -200 Closed
OA
793
Operose Advisors
Wisconsin
-$2.07K -161 Closed
AA
794
Ancora Advisors
Ohio
-$1.91K -148 Closed
FMP
795
Financial Management Professionals
Texas
-$1.6K -124 Closed
MSWM
796
Mowery & Schoenfeld Wealth Management
Illinois
-$1.4K -109 Closed
SWA
797
SOA Wealth Advisors
New York
-$1.29K -100 Closed
LI
798
LRI Investments
Florida
-$1K -78 Closed
CPG
799
Cornerstone Planning Group
New Jersey
-$755 -66 Closed
TCM
800
TD Capital Management
Tennessee
-$845 -66 Closed

AES Hedge Fund Activity: Q1 2025 in Review

696 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2025, worth a combined $7.82B — down 7.6% from $8.46B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of AES and 113 opened new positions — a net loss of 4 holders — while 230 trimmed existing stakes and 277 added.

The largest buyer was Marshall Wace, adding an estimated $93.9M. The largest seller was Fidelity Investments, cutting an estimated $97.9M.

  • 696 institutional investors held AES (AES) as of Q1 2025, down from 711 in Q4 2024.
  • Funds reported $7.82B of AES stock for Q1 2025, down 7.6% quarter-over-quarter.
  • 113 funds opened new AES positions in Q1 2025 and 117 closed out, a net change of -4 holders.
  • The largest AES buyer in Q1 2025 was Marshall Wace, an estimated $93.9M added.
  • The largest AES seller in Q1 2025 was Fidelity Investments, an estimated $97.9M sold.

Based on aggregated 13F filings for Q1 2025.