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SES AI
SES

110 hedge funds and large institutions have $56M invested in SES AI in 2025 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $40.8M → $56M (+$15.3M)

21% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 33

7% more funds holding

Funds holding: 103 → 110 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4.5% less ownership

Funds ownership: 24.4% → 19.91% (-4.5%)

10% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 29

17% less call options, than puts

Call options by funds: $405K | Put options by funds: $489K

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
40
Increased
26
Reduced
29
Closed
33
Calls
$405K
Puts
$489K
Net Calls
-$84K
Net Calls Change
-$131K

Top Buyers

Rank Fund Capital Flow
1
GCP
GSA Capital Partners
United Kingdom
+$1.52M
2
Millennium Management
Millennium Management
New York
+$1.08M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$650K
4
XT
XTX Topco
Cayman Islands
+$639K
5
Franklin Resources
Franklin Resources
California
+$513K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$6.29M
2
UBS Group
UBS Group
Switzerland
-$5.03M
3
State Street
State Street
Massachusetts
-$1.7M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.23M
5
Northern Trust
Northern Trust
Illinois
-$635K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
26
Aster Capital Management
United Arab Emirates
$154K +$145K +172,874 New
JG
27
Jain Global
New York
$143K +$135K +160,851 New
FFA
28
Farther Finance Advisors
California
$125K +$118K +140,845 New
KAS
29
Kestra Advisory Services
Texas
$112K +$97K +115,640 +1,156%
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$110K -$47.5K -56,602 -31%
IC
31
IEQ Capital
California
$105K -$23.4K -27,860 -19%
Squarepoint
32
Squarepoint
New York
$95.6K -$635K -756,441 -88%
QC
33
Quantessence Capital
New York
$90.8K +$85.8K +102,207 New
SC
34
Shay Capital
New York
$90.3K -$1.18K -1,400 -1%
TRCT
35
Tower Research Capital (TRC)
New York
$82.7K +$54.1K +64,461 +225%
FIA
36
FNY Investment Advisers
New York
$65K +$61.4K +73,225 New
SS
37
SBI Securities
Japan
$60.4K +$33.6K +40,008 +143%
Morgan Stanley
38
Morgan Stanley
New York
$60.4K -$161K -191,625 -74%
CFM
39
Catalyst Funds Management
Australia
$55.3K +$52.3K +62,300 New
SCM
40
Sitrin Capital Management
California
$53.3K +$16.8K +20,000 +50%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$49K -$529 -630 -1%
VF
42
Virtu Financial
New York
$49K +$46.2K +55,099 New
Mariner
43
Mariner
Kansas
$45.5K -$54.4K -64,867 -56%
S
44
SignatureFD
Georgia
$44.4K – – –
ICM
45
Ionic Capital Management
New York
$42.3K +$39.9K +47,571 New
GAM
46
Gotham Asset Management
New York
$41.9K +$39.5K +47,120 New
YIH
47
Y-Intercept (HK)
Hong Kong
$41.3K +$39K +46,493 New
LCM
48
Laurion Capital Management
New York
$40.5K +$38.2K +45,537 New
EGM
49
Engineers Gate Manager
New York
$40.4K +$4.63K +5,516 +14%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$38.5K -$2.34K -2,787 -6%
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SES Hedge Fund Activity: Q2 2025 in Review

110 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in SES AI (SES) for Q2 2025, worth a combined $56M — up 37% from $40.8M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SES positions and 33 closed out — a net gain of 7 holders — while 26 added to existing stakes and 29 trimmed.

The largest buyer was GSA Capital Partners, opening a new position worth an estimated $1.52M. The largest seller was BlackRock, cutting an estimated $6.29M.

  • 110 institutional investors held SES AI (SES) as of Q2 2025, up from 103 in Q1 2025.
  • Funds reported $56M of SES AI stock for Q2 2025, up 37% quarter-over-quarter.
  • 40 funds opened new SES AI positions in Q2 2025 and 33 closed out, a net change of +7 holders.
  • The largest SES AI buyer in Q2 2025 was GSA Capital Partners, an estimated $1.52M added.
  • The largest SES AI seller in Q2 2025 was BlackRock, an estimated $6.29M sold.

Based on aggregated 13F filings for Q2 2025.