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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
AFP
826
Ausdal Financial Partners
Iowa
-$182K -12,660 Closed
FG
827
Fiduciary Group
Georgia
-$179K -12,500 Closed
AIM
828
Aigen Investment Management
New York
-$174K -12,155 Closed
NG
829
Novem Group
New York
-$165K -11,522 Closed
AI
830
AdvisorShares Investments
Maryland
-$150K -10,495 Closed
RCM
831
Rockbridge Capital Management
Virginia
-$143K -10,000 Closed
SIA
832
Sit Investment Associates
Minnesota
-$101K -7,025 Closed
CWMS
833
CFG Wealth Management Services
Indiana
-$70.3K -4,900 Closed
SIM
834
Sentry Investment Management
Wisconsin
-$28K -1,934 Closed
TH
835
TCTC Holdings
Texas
-$25.8K -1,797 Closed
DT
836
DV Trading
Illinois
-$15.8K -1,101 Closed
CWP
837
Concord Wealth Partners
Virginia
-$14.3K -1,000 Closed
KBFS
838
Kohmann Bosshard Financial Services
Ohio
-$12.9K -901 Closed
FFA
839
Frazier Financial Advisors
Ohio
-$12.2K -853 Closed
EW
840
Elyxium Wealth
California
-$9.46K -660 Closed
GA
841
GoalVest Advisory
New York
-$8.8K -614 Closed
FRA
842
Front Row Advisors
California
-$8.6K -600 Closed
GAFA
843
Garton & Associates Financial Advisors
Kentucky
-$5.48K -382 Closed
LB
844
Legacy Bridge
Iowa
-$5.22K -364 Closed
Optiver Holding
845
Optiver Holding
Netherlands
-$4.25K -296 Closed
WPA
846
Wealth Preservation Advisors
Tennessee
-$4.06K -283 Closed
VNA
847
Valley National Advisers
Pennsylvania
-$3K -259 Closed
CA
848
Crewe Advisors
Utah
-$3.14K -219 Closed
TIM
849
Thompson Investment Management
Wisconsin
-$2.54K -177 Closed
HHMI
850
Howard Hughes Medical Institute
Maryland
-$2.19K -153 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.