Atlas Energy Solutions
AESI
244 hedge funds and large institutions have $1B invested in Atlas Energy Solutions in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 92 increasing their positions, 91 reducing their positions, and 43 closing their positions.
1% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 91
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.77% less ownership
Funds ownership: 74% → 71.23% (-2.8%)
5% less funds holding
Funds holding: 258 → 244 (-14)
18% less capital invested
Capital invested by funds: $1.22B → $1B (-$221M)
28% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 43
36% less call options, than puts
Call options by funds: $7.13M | Put options by funds: $11.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$11.4M |
| 2 |
BlackRock
New York
|
+$9.31M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$7.28M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$5.77M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$5.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$22M |
| 2 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
-$14.6M |
| 3 |
CP
CenterBook Partners
Greenwich,
Connecticut
|
-$9.51M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$7.88M |
| 5 |
CIA
Corigliano Investment Advisers
Raleigh,
North Carolina
|
-$6.42M |
AESI Hedge Fund Activity: Q3 2025 in Review
244 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in Atlas Energy Solutions (AESI) for Q3 2025, worth a combined $1B — down 18% from $1.22B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of AESI and 31 opened new positions — a net loss of 12 holders — while 91 trimmed existing stakes and 92 added.
The largest buyer was Cooke & Bieler, adding an estimated $11.4M. The largest seller was ClearBridge Investments, cutting an estimated $22M.
- 244 institutional investors held Atlas Energy Solutions (AESI) as of Q3 2025, down from 258 in Q2 2025.
- Funds reported $1B of Atlas Energy Solutions stock for Q3 2025, down 18% quarter-over-quarter.
- 31 funds opened new Atlas Energy Solutions positions in Q3 2025 and 43 closed out, a net change of -12 holders.
- The largest Atlas Energy Solutions buyer in Q3 2025 was Cooke & Bieler, an estimated $11.4M added.
- The largest Atlas Energy Solutions seller in Q3 2025 was ClearBridge Investments, an estimated $22M sold.
Based on aggregated 13F filings for Q3 2025.