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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
CCG
801
Cloverfields Capital Group
Minnesota
-$506K -35,279 Closed
1IA
802
1620 Investment Advisors
Massachusetts
-$491K -34,240 Closed
QWM
803
Quadcap Wealth Management
Texas
-$468K -32,615 Closed
CG
804
Cynosure Group
Utah
-$449K -31,292 Closed
WSC
805
Wellington Shields & Co
New York
-$424K -29,586 Closed
SPC
806
Sigma Planning Corp
Michigan
-$380K -26,514 Closed
GAM
807
Groupama Asset Management
France
-$351K -24,454 Closed
LCS
808
Levin Capital Strategies
New York
-$344K -23,999 Closed
AC
809
AlphaCore Capital
California
-$326K -22,721 Closed
WSCM
810
Wellington Shields Capital Management
New York
-$305K -21,304 Closed
VC
811
VarCov Co
Connecticut
-$298K -20,786 Closed
DAS
812
Diversify Advisory Services
Utah
-$282K -19,858 Closed
PCS
813
Personal CFO Solutions
New Jersey
-$265K -18,487 Closed
DS
814
DRW Securities
Illinois
-$264K -18,409 Closed
Connor, Clark & Lunn Investment Management (CC&L)
815
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$250K -17,467 Closed
GWM
816
GK Wealth Management
Nevada
-$248K -17,297 Closed
MWM
817
MinichMacGregor Wealth Management
New York
-$241K -16,772 Closed
LFS
818
Leibman Financial Services
Nebraska
-$239K -16,664 Closed
IF
819
IRON Financial
Illinois
-$229K -15,960 Closed
LAS
820
Legacy Advisory Services
Pennsylvania
-$221K -15,393 Closed
PWP
821
Phillips Wealth Planners
Mississippi
-$212K -14,875 Closed
PA
822
PharVision Advisers
Florida
-$210K -14,625 Closed
LCM
823
Landscape Capital Management
New Jersey
-$204K -14,225 Closed
EA
824
Everpar Advisors
Oklahoma
-$201K -13,986 Closed
IFG
825
Independent Financial Group
California
-$188K -13,093 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.