SES AI
SES
96 hedge funds and large institutions have $102M invested in SES AI in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 31 closing their positions.
82% more capital invested
Capital invested by funds: $56M → $102M (+$46.1M)
22% more call options, than puts
Call options by funds: $2.1M | Put options by funds: $1.72M
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.86% less ownership
Funds ownership: 19.91% → 19.04% (-0.86%)
6% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 31
13% less funds holding
Funds holding: 110 → 96 (-14)
42% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$4.58M |
| 2 |
Millennium Management
New York
|
+$3.01M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.31M |
| 4 |
BlackRock
New York
|
+$1.98M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Temasek Holdings
Singapore
|
-$18.4M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.41M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.17M |
| 4 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$1.14M |
| 5 |
Universal-Beteiligungs- und Servicegesellschaft
Frankfurt Am Main,
Germany
|
-$598K |
SES Hedge Fund Activity: Q3 2025 in Review
96 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in SES AI (SES) for Q3 2025, worth a combined $102M — up 82% from $56M a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of SES and 18 opened new positions — a net loss of 13 holders — while 31 trimmed existing stakes and 29 added.
The largest buyer was Citadel Advisors, adding an estimated $4.58M. The largest seller was Temasek Holdings, cutting an estimated $18.4M.
- 96 institutional investors held SES AI (SES) as of Q3 2025, down from 110 in Q2 2025.
- Funds reported $102M of SES AI stock for Q3 2025, up 82% quarter-over-quarter.
- 18 funds opened new SES AI positions in Q3 2025 and 31 closed out, a net change of -13 holders.
- The largest SES AI buyer in Q3 2025 was Citadel Advisors, an estimated $4.58M added.
- The largest SES AI seller in Q3 2025 was Temasek Holdings, an estimated $18.4M sold.
Based on aggregated 13F filings for Q3 2025.