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AES
AES

Overview Fund Activity

686 hedge funds and large institutions have $7.8B invested in AES in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 275 increasing their positions, 226 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
-17
Holders Change %
-2.42%
% of All Funds
9.32%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
113
Increased
275
Reduced
226
Closed
117
Calls
$168M
Puts
$264M
Net Calls
-$95.9M
Net Calls Change
+$1.92M

Top Buyers

1
Marshall Wace
Marshall Wace
United Kingdom
$105M
2
Geode Capital Management
Geode Capital Management
Massachusetts
$288M
3
OAG
Orbis Allan Gray
Bermuda
$342M
4
Invesco
Invesco
Georgia
$258M
5
Bank of America
Bank of America
North Carolina
$110M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$506M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$14.9M
3
Capital World Investors
Capital World Investors
California
$194M
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.09B
5
ClearBridge Investments
ClearBridge Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
776
TruNorth Capital Management
Michigan
– -$8.03K -624 Closed
KBFS
777
Kohmann Bosshard Financial Services
Ohio
– -$7.87K -612 Closed
WTA
778
Washington Trust Advisors
Massachusetts
– -$6.6K -513 Closed
TFIPS
779
Towarzystwo Funduszy Inwestycyjnych PZU SA
– -$6.44K -500 Closed
HWP
780
Highline Wealth Partners
California
– -$5.97K -464 Closed
AWM
781
Avior Wealth Management
Nebraska
– -$3.24K -252 Closed
OC
782
Oarsman Capital
Wisconsin
– -$2.57K -200 Closed
OA
783
Operose Advisors
Wisconsin
– -$2.07K -161 Closed
AA
784
Ancora Advisors
Ohio
– -$1.91K -148 Closed
FMP
785
Financial Management Professionals
Texas
– -$1.6K -124 Closed
MSWM
786
Mowery & Schoenfeld Wealth Management
Illinois
– -$1.4K -109 Closed
SWA
787
SOA Wealth Advisors
New York
– -$1.29K -100 Closed
LI
788
LRI Investments
Florida
– -$1K -78 Closed
TCM
789
TD Capital Management
Tennessee
– -$845 -66 Closed
CPG
790
Cornerstone Planning Group
New Jersey
– -$755 -66 Closed
EBA
791
Eagle Bay Advisors
New York
– -$785 -61 Closed
GBT
792
Grove Bank & Trust
Florida
– -$759 -59 Closed
PWA
793
Physician Wealth Advisors
Utah
– -$644 -50 Closed
CTC
794
Central Trust Company
Missouri
– -$451 -35 Closed
OCM
795
Orion Capital Management
California
– -$438 -34 Closed
TCG
796
Transcendent Capital Group
Oklahoma
– -$412 -32 Closed
CWM
797
Copia Wealth Management
Oregon
– -$373 -29 Closed
FFC
798
First Financial Corp
Indiana
– -$296 -23 Closed
NC
799
NewSquare Capital
Pennsylvania
– -$245 -19 Closed
HFS
800
Horizon Financial Services
North Carolina
– -$219 -17 Closed
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