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682 hedge funds and large institutions have $6.8B invested in AES in 2025 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 286 increasing their positions, 211 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 211

2.24% more ownership

Funds ownership: 88.47%90.71% (+2.2%)

4% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 113

2% less funds holding

Funds holding: 696682 (-14)

13% less capital invested

Capital invested by funds: $7.82B → $6.8B (-$1.02B)

38% less call options, than puts

Call options by funds: $148M | Put options by funds: $239M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
682
Holders Change
-14
Holders Change %
-2.01%
% of All Funds
8.98%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
108
Increased
286
Reduced
211
Closed
113
Calls
$148M
Puts
$239M
Net Calls
-$91M
Net Calls Change
+$4.96M
Name Holding Trade Value Shares
Change
Change in
Stake
EPIM
776
Evelyn Partners Investment Management
-$10.9K -880 Closed
W
777
WealthCollab
Washington
-$6.77K -545 Closed
PWMG
778
Private Wealth Management Group
New Jersey
-$6.43K -518 Closed
CMP
779
Coston McIsaac & Partners
Maine
-$3K -283 Closed
HHGA
780
Halbert Hargrove Global Advisors
California
-$1.85K -149 Closed
RTL
781
Red Tortoise LLC
Georgia
-$1.83K -147 Closed
MAS
782
MPWM Advisory Solutions
Georgia
-$1.75K -141 Closed
OW
783
Olistico Wealth
Oklahoma
-$1.6K -129 Closed
SIM
784
Synergy Investment Management
Florida
-$1.47K -118 Closed
TCA
785
Trifecta Capital Advisors
Illinois
-$1.14K -92 Closed
NL
786
NVWM LLC
Pennsylvania
-$944 -76 Closed
AWM
787
Activest Wealth Management
Florida
-$674 -63 Closed
CWC
788
Carolinas Wealth Consulting
North Carolina
-$559 -45 Closed
GJIA
789
Glass Jacobson Investment Advisors
Maryland
-$477 -37 Closed
OCM
790
Osterweis Capital Management
California
-$435 -35 Closed
CAWM
791
Capital A Wealth Management
Pennsylvania
-$397 -32 Closed
CWP
792
Clark Wealth Partners
Illinois
-$397 -32 Closed
GFPC
793
Global Financial Private Client
Florida
-$373 -30 Closed
CAM
794
Chesapeake Asset Management
New York
-$248 -20 Closed
WW
795
Winnow Wealth
Texas
-$131 -11 Closed
BCM
796
Blume Capital Management
California
-$100 -8 Closed

AES Hedge Fund Activity: Q2 2025 in Review

682 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q2 2025, worth a combined $6.8B — down 13% from $7.82B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of AES and 108 opened new positions — a net loss of 5 holders — while 211 trimmed existing stakes and 286 added.

The largest buyer was Ameriprise, adding an estimated $98.4M. The largest seller was Fidelity Investments, cutting an estimated $147M.

  • 682 institutional investors held AES (AES) as of Q2 2025, down from 696 in Q1 2025.
  • Funds reported $6.8B of AES stock for Q2 2025, down 13% quarter-over-quarter.
  • 108 funds opened new AES positions in Q2 2025 and 113 closed out, a net change of -5 holders.
  • The largest AES buyer in Q2 2025 was Ameriprise, an estimated $98.4M added.
  • The largest AES seller in Q2 2025 was Fidelity Investments, an estimated $147M sold.

Based on aggregated 13F filings for Q2 2025.