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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$917M -$10.3M -962,688 -1%
BlackRock
2
BlackRock
New York
$473M -$11.8M -1,099,538 -2%
State Street
3
State Street
Massachusetts
$460M +$19.8M +1,853,384 +4%
Ameriprise
4
Ameriprise
Minnesota
$356M +$98.4M +9,188,345 +37%
OAG
5
Orbis Allan Gray
Bermuda
$291M +$1.06M +99,300 +0.4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$284M -$147M -13,724,095 -34%
Morgan Stanley
7
Morgan Stanley
New York
$283M +$17.9M +1,668,569 +7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$256M +$12.8M +1,192,467 +5%
Invesco
9
Invesco
Georgia
$230M +$11.4M +1,065,144 +5%
Capital International Investors
10
Capital International Investors
California
$227M -$2.72M -254,345 -1%
Capital World Investors
11
Capital World Investors
California
$164M
Bank of America
12
Bank of America
North Carolina
$131M +$38.9M +3,637,738 +41%
Goldman Sachs
13
Goldman Sachs
New York
$117M +$42.7M +3,991,348 +56%
SSM
14
Sound Shore Management
Connecticut
$84.9M +$21.1M +1,969,741 +32%
CIMLRA
15
CBRE Investment Management Listed Real Assets
Pennsylvania
$82.2M +$8.23M +769,168 +11%
Northern Trust
16
Northern Trust
Illinois
$81.7M +$14.4M +1,343,116 +21%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$81.5M +$3.95M +369,273 +5%
First Trust Advisors
18
First Trust Advisors
Illinois
$79.3M +$60.7M +5,674,405 +304%
Charles Schwab
19
Charles Schwab
California
$77.9M +$2.91M +271,636 +4%
MGP
20
M&G plc
United Kingdom
$70.1M -$18.1M -1,693,130 -21%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$64.9M +$2.84M +265,321 +4%
Point72 Asset Management
22
Point72 Asset Management
Connecticut
$56.8M +$44.9M +4,192,496 +349%
UBS Group
23
UBS Group
Switzerland
$52.7M -$10.4M -969,426 -16%
Empower Advisory Group
24
Empower Advisory Group
Colorado
$50M +$2.36M +220,117 +5%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$44.7M +$1.29M +120,596 +3%

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.