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702 hedge funds and large institutions have $8.12B invested in AES in 2025 Q3 according to their latest regulatory filings, with 109 funds opening new positions, 260 increasing their positions, 246 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

43% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 76

19% more capital invested

Capital invested by funds: $6.8B → $8.12B (+$1.33B)

3% more funds holding

Funds holding: 682702 (+20)

6% more repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 246

4.04% less ownership

Funds ownership: 90.71%86.67% (-4%)

42% less call options, than puts

Call options by funds: $160M | Put options by funds: $276M

Holders
702
Holders Change
+20
Holders Change %
+2.93%
% of All Funds
9.21%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
109
Increased
260
Reduced
246
Closed
76
Calls
$160M
Puts
$276M
Net Calls
-$116M
Net Calls Change
-$25.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
201
Toronto Dominion Bank
Ontario, Canada
$1.91M -$174K -13,365 -8%
Osaic Holdings
202
Osaic Holdings
Arizona
$1.88M +$1.3M +100,344 +252%
AC
203
Avenir Corporation
Virginia
$1.83M -$669K -51,543 -27%
AI
204
Atria Investments
North Carolina
$1.83M -$281K -21,652 -13%
AIM
205
Arcadia Investment Management
Michigan
$1.82M -$947K -72,900 -34%
Creative Planning
206
Creative Planning
Kansas
$1.81M +$856K +65,897 +92%
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$1.81M +$144K +11,083 +9%
Comerica Bank
208
Comerica Bank
Texas
$1.78M -$88.9K -6,843 -5%
AB
209
Amalgamated Bank
New York
$1.78M -$33.6K -2,590 -2%
UCFA
210
United Capital Financial Advisors
Texas
$1.78M +$216K +16,664 +14%
CM
211
Caption Management
Oklahoma
$1.76M -$1.12M -86,300 -39%
CAM
212
Carret Asset Management
New York
$1.76M -$24.9K -1,920 -1%
Pictet Asset Management
213
Pictet Asset Management
Switzerland
$1.75M -$489K -37,652 -22%
HNB
214
Huntington National Bank
Ohio
$1.75M -$982K -75,623 -36%
MCM
215
Monarch Capital Management
Indiana
$1.74M +$73.3K +5,641 +4%
SA
216
Sanctuary Advisors
Indiana
$1.74M +$284K +21,870 +20%
CA
217
Corrado Advisors
New Jersey
$1.71M +$451K +34,734 +36%
Truist Financial
218
Truist Financial
North Carolina
$1.7M -$141K -10,841 -8%
MML Investors Services
219
MML Investors Services
Massachusetts
$1.69M -$130K -10,010 -7%
AFAS
220
Acorn Financial Advisory Services
Virginia
$1.67M -$54.2K -4,175 -3%
AAP
221
Ardsley Advisory Partners
Connecticut
$1.65M +$325K +25,000 +25%
HCS
222
Himension Capital (Singapore)
Singapore
$1.64M +$1.62M +124,856 New
AssetMark Inc
223
AssetMark Inc
California
$1.63M +$143K +11,034 +10%
CHAM
224
Clear Harbor Asset Management
Connecticut
$1.62M -$655K -50,459 -29%
Kovitz Investment Group Partners
225
Kovitz Investment Group Partners
Illinois
$1.61M -$49.9K -3,841 -3%

AES Hedge Fund Activity: Q3 2025 in Review

702 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q3 2025, worth a combined $8.12B — up 19% from $6.8B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new AES positions and 76 closed out — a net gain of 33 holders — while 260 added to existing stakes and 246 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $100M. The largest seller was Capital International Investors, cutting an estimated $102M.

  • 702 institutional investors held AES (AES) as of Q3 2025, up from 682 in Q2 2025.
  • Funds reported $8.12B of AES stock for Q3 2025, up 19% quarter-over-quarter.
  • 109 funds opened new AES positions in Q3 2025 and 76 closed out, a net change of +33 holders.
  • The largest AES buyer in Q3 2025 was Citadel Advisors, an estimated $100M added.
  • The largest AES seller in Q3 2025 was Capital International Investors, an estimated $102M sold.

Based on aggregated 13F filings for Q3 2025.