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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$1.52M |
| 2 |
Millennium Management
New York
|
+$1.08M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$650K |
| 4 |
XT
XTX Topco
George Town,
Cayman Islands
|
+$639K |
| 5 |
Franklin Resources
San Mateo,
California
|
+$513K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$6.29M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$5.03M |
| 3 |
State Street
Boston,
Massachusetts
|
-$1.7M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$1.23M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$635K |
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.