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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
T. Rowe Price Associates
76
T. Rowe Price Associates
Maryland
$10.8M -$212K -19,791 -2%
Squarepoint
77
Squarepoint
New York
$10.6M +$159K +14,857 +1%
YCM
78
Yaupon Capital Management
New York
$10.5M +$10.6M +994,713 New
Cerity Partners
79
Cerity Partners
New York
$10.3M +$396K +37,029 +4%
SLAM
80
Swiss Life Asset Management
$10.3M +$78.6K +7,340 +0.8%
CGPCS
81
Capital Group Private Client Services
California
$10.2M -$658K -61,424 -6%
Lazard Asset Management
82
Lazard Asset Management
New York
$10.2M +$7.38M +689,741 +248%
LPL Financial
83
LPL Financial
California
$9.7M +$3.08M +287,497 +45%
Balyasny Asset Management
84
Balyasny Asset Management
Illinois
$9.42M -$2.19M -204,813 -19%
QT
85
Quantbot Technologies
New York
$9.29M +$7.5M +700,520 +384%
FCBT
86
First Citizens Bank & Trust
North Carolina
$8.92M +$2.65M +247,264 +41%
Envestnet Portfolio Solutions
87
Envestnet Portfolio Solutions
Illinois
$8.83M +$3.17M +296,230 +54%
Principal Financial Group
88
Principal Financial Group
Iowa
$8.41M -$260K -24,276 -3%
SI
89
Stephens Inc
Arkansas
$8.32M +$862K +80,505 +11%
CM
90
Churchill Management
California
$8.1M +$189K +17,628 +2%
AG
91
Algert Global
California
$8.05M -$4.48M -418,609 -35%
FFB
92
First Financial Bankshares
Texas
$7.97M +$1.5M +140,315 +23%
OAM
93
Oppenheimer Asset Management
New York
$7.78M +$535K +49,961 +7%
Mitsubishi UFJ Asset Management
94
Mitsubishi UFJ Asset Management
Japan
$7.73M +$439K +40,978 +6%
Stifel Financial
95
Stifel Financial
Missouri
$7.62M +$2.56M +239,576 +49%
California State Teachers Retirement System (CalSTRS)
96
California State Teachers Retirement System (CalSTRS)
California
$7.12M
SG Americas Securities
97
SG Americas Securities
New York
$7M +$5.16M +481,594 +262%
New York State Teachers Retirement System (NYSTRS)
98
New York State Teachers Retirement System (NYSTRS)
New York
$6.93M +$2.94K +275 +0%
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$6.89M +$18.1K +1,691 +0.3%
GI
100
GAMCO Investors
Connecticut
$6.87M +$653K +61,000 +10%

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.