SES AI
SES
141 hedge funds and large institutions have $70.7M invested in SES AI in 2026 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 25 closing their positions.
345% more call options, than puts
Call options by funds: $2.31M | Put options by funds: $520K
56% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 25
12% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 34
8% more funds holding
Funds holding: 130 → 141 (+11)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.8% less ownership
Funds ownership: 23.59% → 22.79% (-0.8%)
48% less capital invested
Capital invested by funds: $136M → $70.7M (-$65.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$4.54M |
| 2 |
Renaissance Technologies
New York
|
+$2.84M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$1.84M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$1.56M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$5.52M |
| 2 |
Jane Street
New York
|
-$4.65M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$3.44M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.5M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.07M |
SES Hedge Fund Activity: Q1 2026 in Review
141 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in SES AI (SES) for Q1 2026, worth a combined $70.7M — down 48% from $136M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new SES positions and 25 closed out — a net gain of 14 holders — while 38 added to existing stakes and 34 trimmed.
The largest buyer was Marshall Wace, opening a new position worth an estimated $4.54M. The largest seller was Two Sigma Investments, cutting an estimated $5.52M.
- 141 institutional investors held SES AI (SES) as of Q1 2026, up from 130 in Q4 2025.
- Funds reported $70.7M of SES AI stock for Q1 2026, down 48% quarter-over-quarter.
- 39 funds opened new SES AI positions in Q1 2026 and 25 closed out, a net change of +14 holders.
- The largest SES AI buyer in Q1 2026 was Marshall Wace, an estimated $4.54M added.
- The largest SES AI seller in Q1 2026 was Two Sigma Investments, an estimated $5.52M sold.
Based on aggregated 13F filings for Q1 2026.