We are live on ! Find out more

696 hedge funds and large institutions have $7.82B invested in AES in 2025 Q1 according to their latest regulatory filings, with 113 funds opening new positions, 277 increasing their positions, 230 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 230

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less first-time investments, than exits

New positions opened: 113 | Existing positions closed: 117

2% less funds holding

Funds holding: 711696 (-15)

3.99% less ownership

Funds ownership: 92.46%88.47% (-4%)

8% less capital invested

Capital invested by funds: $8.46B → $7.82B (-$644M)

36% less call options, than puts

Call options by funds: $168M | Put options by funds: $264M

Holders
696
Holders Change
-15
Holders Change %
-2.11%
% of All Funds
9.33%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
113
Increased
277
Reduced
230
Closed
117
Calls
$168M
Puts
$264M
Net Calls
-$95.9M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B -$78.7M -6,805,550 -7%
BlackRock
2
BlackRock
New York
$572M -$51.4M -4,439,805 -9%
State Street
3
State Street
Massachusetts
$520M +$38.4M +3,317,143 +9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$506M -$97.9M -8,457,853 -17%
OAG
5
Orbis Allan Gray
Bermuda
$342M +$57M +4,930,252 +22%
Morgan Stanley
6
Morgan Stanley
New York
$313M +$30.4M +2,626,784 +12%
Ameriprise
7
Ameriprise
Minnesota
$306M -$45.3M -3,912,811 -14%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$288M +$72.9M +6,301,836 +37%
Capital International Investors
9
Capital International Investors
California
$271M -$59.4M -5,136,205 -19%
Invesco
10
Invesco
Georgia
$258M +$56M +4,842,149 +30%
Capital World Investors
11
Capital World Investors
California
$194M -$82.7M -7,145,459 -31%
Bank of America
12
Bank of America
North Carolina
$110M +$53.6M +4,634,426 +111%
Marshall Wace
13
Marshall Wace
United Kingdom
$105M +$93.9M +8,120,561 +2,173%
MGP
14
M&G plc
United Kingdom
$96.8M -$7.9M -682,971 -8%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$91.6M -$193K -16,639 -0.2%
Charles Schwab
16
Charles Schwab
California
$88.6M +$2.96M +255,512 +4%
Goldman Sachs
17
Goldman Sachs
New York
$88.4M +$19.5M +1,681,899 +31%
CIMLRA
18
CBRE Investment Management Listed Real Assets
Pennsylvania
$87.5M +$5.1M +441,034 +7%
Northern Trust
19
Northern Trust
Illinois
$79.7M -$1.62M -140,447 -2%
SSM
20
Sound Shore Management
Connecticut
$75.7M +$8.45M +730,178 +14%
UBS Group
21
UBS Group
Switzerland
$74.3M +$5.27M +455,203 +8%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$73.4M +$18.6M +1,606,117 +37%
Citadel Advisors
23
Citadel Advisors
Florida
$64.1M +$21.1M +1,823,351 +55%
Two Sigma Investments
24
Two Sigma Investments
New York
$60M +$32.6M +2,821,627 +140%
Empower Advisory Group
25
Empower Advisory Group
Colorado
$56.4M +$6.66M +575,268 +15%

AES Hedge Fund Activity: Q1 2025 in Review

696 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in AES (AES) for Q1 2025, worth a combined $7.82B — down 7.6% from $8.46B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of AES and 113 opened new positions — a net loss of 4 holders — while 230 trimmed existing stakes and 277 added.

The largest buyer was Marshall Wace, adding an estimated $93.9M. The largest seller was Fidelity Investments, cutting an estimated $97.9M.

  • 696 institutional investors held AES (AES) as of Q1 2025, down from 711 in Q4 2024.
  • Funds reported $7.82B of AES stock for Q1 2025, down 7.6% quarter-over-quarter.
  • 113 funds opened new AES positions in Q1 2025 and 117 closed out, a net change of -4 holders.
  • The largest AES buyer in Q1 2025 was Marshall Wace, an estimated $93.9M added.
  • The largest AES seller in Q1 2025 was Fidelity Investments, an estimated $97.9M sold.

Based on aggregated 13F filings for Q1 2025.