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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.15B +$3.13M +241,022 +0.3%
BlackRock
2
BlackRock
New York
$600M +$8.8M +677,673 +2%
State Street
3
State Street
Massachusetts
$574M -$1.65M -127,283 -0.3%
Ameriprise
4
Ameriprise
Minnesota
$459M +$13.9M +1,067,496 +3%
Morgan Stanley
5
Morgan Stanley
New York
$376M +$22.3M +1,713,442 +6%
OAG
6
Orbis Allan Gray
Bermuda
$341M -$21.9M -1,684,285 -6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$338M +$17M +1,312,019 +5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$315M -$39.2M -3,018,801 -11%
Invesco
9
Invesco
Georgia
$255M -$32.5M -2,504,455 -11%
Capital International Investors
10
Capital International Investors
California
$180M -$102M -7,867,085 -36%
Bank of America
11
Bank of America
North Carolina
$170M +$6.32M +486,725 +4%
Capital World Investors
12
Capital World Investors
California
$150M -$54.8M -4,216,662 -27%
Citadel Advisors
13
Citadel Advisors
Florida
$136M +$100M +7,707,658 +293%
Goldman Sachs
14
Goldman Sachs
New York
$122M -$23.8M -1,830,011 -16%
CIMLRA
15
CBRE Investment Management Listed Real Assets
Pennsylvania
$104M +$904K +69,622 +0.9%
Northern Trust
16
Northern Trust
Illinois
$103M +$1.24M +95,563 +1%
Charles Schwab
17
Charles Schwab
California
$99.1M +$1.65M +126,669 +2%
First Trust Advisors
18
First Trust Advisors
Illinois
$93.7M -$5.45M -419,970 -6%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$86.8M +$5.53M +425,574 +7%
SSM
20
Sound Shore Management
Connecticut
$77.6M -$28.2M -2,171,875 -27%
Empower Advisory Group
21
Empower Advisory Group
Colorado
$64.1M +$1.48M +114,264 +2%
Jane Street
22
Jane Street
New York
$60.3M +$28.8M +2,217,086 +94%
UBS Group
23
UBS Group
Switzerland
$60.1M -$5.8M -446,730 -9%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$60M +$4.08M +314,242 +7%
YCM
25
Yaupon Capital Management
New York
$57.4M +$43.7M +3,365,508 +338%

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.