SES AI
SES
130 hedge funds and large institutions have $100M invested in SES AI in 2026 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 45 closing their positions.
101% more call options, than puts
Call options by funds: $1.37M | Put options by funds: $683K
42% more capital invested
Capital invested by funds: $70.7M → $100M (+$29.4M)
13% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 31
4.92% more ownership
Funds ownership: 22.79% → 27.71% (+4.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less funds holding
Funds holding: 141 → 130 (-11)
20% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$14.7M |
| 2 |
State Street
Boston,
Massachusetts
|
+$7.17M |
| 3 |
Two Sigma Investments
New York
|
+$4.05M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$3.73M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$2.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$3.18M |
| 2 |
Millennium Management
New York
|
-$2.78M |
| 3 |
Goldman Sachs
New York
|
-$2.7M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$2.56M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$1.51M |
SES Hedge Fund Activity: Q2 2026 in Review
130 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in SES AI (SES) for Q2 2026, worth a combined $100M — up 42% from $70.7M a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of SES and 36 opened new positions — a net loss of 9 holders — while 31 trimmed existing stakes and 35 added.
The largest buyer was BlackRock, adding an estimated $14.7M. The largest seller was Renaissance Technologies, cutting an estimated $3.18M.
- 130 institutional investors held SES AI (SES) as of Q2 2026, down from 141 in Q1 2026.
- Funds reported $100M of SES AI stock for Q2 2026, up 42% quarter-over-quarter.
- 36 funds opened new SES AI positions in Q2 2026 and 45 closed out, a net change of -9 holders.
- The largest SES AI buyer in Q2 2026 was BlackRock, an estimated $14.7M added.
- The largest SES AI seller in Q2 2026 was Renaissance Technologies, an estimated $3.18M sold.
Based on aggregated 13F filings for Q2 2026.