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130 hedge funds and large institutions have $136M invested in SES AI in 2025 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 10

70% more call options, than puts

Call options by funds: $4.75M | Put options by funds: $2.79M

35% more funds holding

Funds holding: 96130 (+34)

34% more capital invested

Capital invested by funds: $102M → $136M (+$34.3M)

33% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 27

4.55% more ownership

Funds ownership: 19.04%23.59% (+4.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
130
Holders Change
+34
Holders Change %
+35.42%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
45
Increased
36
Reduced
27
Closed
10
Calls
$4.75M
Puts
$2.79M
Net Calls
+$1.96M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
101
CIBC Asset Management
Ontario, Canada
$20.8K
AQR Capital Management
102
AQR Capital Management
Connecticut
$20.2K -$33.7K -15,052 -57%
SP
103
SmartHarvest Portfolios
Washington
$19.4K +$24.2K +10,790 New
Creative Planning
104
Creative Planning
Kansas
$18.2K +$22.7K +10,119 New
ASN
105
Advisory Services Network
Georgia
$18K
CFO
106
Custos Family Office
Texas
$18K
MA
107
Mutual Advisors
Nebraska
$18K
NWMG
108
Nicholson Wealth Management Group
South Carolina
$18K +$22.4K +10,000 New
BNP Paribas Asset Management
109
BNP Paribas Asset Management
France
$6K +$7.93K +3,540 New
EWA
110
EverSource Wealth Advisors
Alabama
$5.42K -$1.55K -690 -19%
Comerica Bank
111
Comerica Bank
Texas
$5.37K
FC
112
Financial Consulate
Maryland
$4.5K +$4.48K +2,000 +400%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$4K -$1.43K -639 -23%
US Bancorp
114
US Bancorp
Minnesota
$3.6K
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$2.17K -$672 -300 -20%
KA
116
Kozak & Associates
Colorado
$2.13K
SRCM
117
Signature Resources Capital Management
California
$1.35K
NSIM
118
North Star Investment Management
Illinois
$900
RFP
119
Root Financial Partners
California
$751 +$935 +417 New
PA
120
Parallel Advisors
California
$738
Osaic Holdings
121
Osaic Holdings
Arizona
$540 -$6.28K -2,800 -90%
CWP
122
Concord Wealth Partners
Virginia
$450 +$560 +250 New
NA
123
NewEdge Advisors
Louisiana
$450 +$560 +250 New
VWWMG
124
Vermillion & White Wealth Management Group
Pennsylvania
$298 +$372 +166 New
PNC Financial Services Group
125
PNC Financial Services Group
Pennsylvania
$160