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Atlas Energy Solutions

256 hedge funds and large institutions have $1.56B invested in Atlas Energy Solutions in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 108 increasing their positions, 51 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 23

212% more call options, than puts

Call options by funds: $15.5M | Put options by funds: $4.98M

112% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 51

22% more funds holding

Funds holding: 210256 (+46)

3.78% more ownership

Funds ownership: 67.89%71.67% (+3.8%)

6% less capital invested

Capital invested by funds: $1.66B → $1.56B (-$103M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
256
Holders Change
+46
Holders Change %
+21.9%
% of All Funds
3.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
72
Increased
108
Reduced
51
Closed
23
Calls
$15.5M
Puts
$4.98M
Net Calls
+$10.5M
Net Calls Change
-$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CPG
226
Cornerstone Planning Group
New Jersey
$3.36K +$5.07K +244 New
HNW
227
High Note Wealth
Minnesota
$3.25K +$3.78K +182 New
TPCW
228
TD Private Client Wealth
New York
$2.73K +$3.18K +153 New
CCM
229
Coldstream Capital Management
Washington
$2.19K +$2.56K +123 New
BIA
230
Bell Investment Advisors
California
$2.14K
FFO
231
Fortitude Family Office
Arizona
$2.14K
S
232
SignatureFD
Georgia
$2.14K +$2.5K +120 New
MWA
233
Medallion Wealth Advisors
Connecticut
$2.01K +$2.31K +111 New
C
234
Covestor
United Kingdom
$2K -$956 -46 -34%
SS
235
SBI Securities
Japan
$1.98K +$541 +26 +31%
WA
236
Whipplewood Advisors
Colorado
$1.89K -$1.08K -52 -49%
SC
237
SouthState Corp
Florida
$1.81K +$2.1K +101 New
SCM
238
Sterling Capital Management
North Carolina
$1.41K +$187 +9 +13%
FFA
239
Farther Finance Advisors
California
$1.27K +$1.46K +70 New
PWMG
240
Private Wealth Management Group
New Jersey
$1.16K -$1.46K -70 -52%
AW
241
Avion Wealth
Texas
$1K
LC
242
Lindbrook Capital
California
$999 +$665 +32 +133%
AF
243
Allworth Financial
California
$808 +$1.19K +57 New
T
244
Transce3nd
Texas
$660
GSWM
245
Golden State Wealth Management
California
$660 +$769 +37 New
FMII
246
Farmers & Merchants Investments Inc
Nebraska
$624 +$728 +35 New
PFBT
247
Parkside Financial Bank & Trust
Missouri
$446 +$520 +25 New
PA
248
Parallel Advisors
California
$428 -$21 -1 -4%
MAS
249
MPWM Advisory Solutions
Georgia
$428
SC
250
Stephens Consulting
Michigan
$357 +$416 +20 New

AESI Hedge Fund Activity: Q1 2025 in Review

256 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Atlas Energy Solutions (AESI) for Q1 2025, worth a combined $1.56B — down 6.2% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new AESI positions and 23 closed out — a net gain of 49 holders — while 108 added to existing stakes and 51 trimmed.

The largest buyer was Encompass Capital Advisors, opening a new position worth an estimated $50.8M. The largest seller was First Trust Advisors, cutting an estimated $63.7M.

  • 256 institutional investors held Atlas Energy Solutions (AESI) as of Q1 2025, up from 210 in Q4 2024.
  • Funds reported $1.56B of Atlas Energy Solutions stock for Q1 2025, down 6.2% quarter-over-quarter.
  • 72 funds opened new Atlas Energy Solutions positions in Q1 2025 and 23 closed out, a net change of +49 holders.
  • The largest Atlas Energy Solutions buyer in Q1 2025 was Encompass Capital Advisors, an estimated $50.8M added.
  • The largest Atlas Energy Solutions seller in Q1 2025 was First Trust Advisors, an estimated $63.7M sold.

Based on aggregated 13F filings for Q1 2025.