Atlas Energy Solutions

AESI

Market cap $1.49B

AESI Hedge Fund Activity: Q1 2026 in Review

241 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Atlas Energy Solutions (AESI) for Q1 2026, worth a combined $1.16B — up 40% from $826M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new AESI positions and 33 closed out — a net gain of 12 holders — while 86 added to existing stakes and 71 trimmed.

The largest buyer was Encompass Capital Advisors, opening a new position worth an estimated $107M. The largest seller was Fidelity Investments, cutting an estimated $19.9M.

• 241 institutional investors held Atlas Energy Solutions (AESI) as of Q1 2026, up from 233 in Q4 2025.
• Funds reported $1.16B of Atlas Energy Solutions stock for Q1 2026, up 40% quarter-over-quarter.
• 45 funds opened new Atlas Energy Solutions positions in Q1 2026 and 33 closed out, a net change of +12 holders.
• The largest Atlas Energy Solutions buyer in Q1 2026 was Encompass Capital Advisors, an estimated $107M added.
• The largest Atlas Energy Solutions seller in Q1 2026 was Fidelity Investments, an estimated $19.9M sold.

Based on aggregated 13F filings for Q1 2026.