- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 10 Feb 2026
- Managers listing it
- 30
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 5 listed it in both
- Shares listed
- 36,514,253
- combined, among listed positions
- Reported value
- $963m
- combined, at the quarter end
Among the 92 comparable managers: 19 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +477,137.
Managers listing AEO in Q4 2025
30 of 30 holders
Largest increases and reductions, by shares
Increases
- D. E. Shaw & Co.existing position · 7,369,109 shares now+3,156,094
- Woodline Partners LPnew position · 2,817,434 shares now+2,817,434
- Balyasny Asset Management LLCnew position · 1,553,070 shares now+1,553,070
- Jane Street Group LLCexisting position · 2,188,696 shares now+1,523,496
- Arrowstreet Capital LPexisting position · 2,410,162 shares now+1,457,785
Reductions
- Fidelity (FMR LLC)existing position · 4,374,052 shares now-10,184,057
- Marshall Wace LLPexisting position · 4,466,789 shares now-1,030,931
- Millennium Management LLCexisting position · 436,850 shares now-806,912
- Wellington Management Group LLPexisting position · 424,317 shares now-776,259
- Maverick Capital Ltdexisting position · 94,930 shares now-196,792
New positions and exits
New (6)
Exited (2)
- Quantbot Technologies LPwas $612k
- Holocene Advisors LPwas $240k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 6 | $167m | n.a. | n.a. |
| Q3 2013 | 4 | $65m | n.a. | n.a. |
| Q4 2013 | 5 | $69m | n.a. | n.a. |
| Q1 2014 | 4 | $21m | n.a. | n.a. |
| Q2 2014 | 3 | $33m | n.a. | n.a. |
| Q3 2014 | 3 | $24m | n.a. | n.a. |
| Q4 2014 | 3 | $20m | n.a. | n.a. |
| Q1 2015 | 9 | $170m | n.a. | n.a. |
| Q2 2015 | 9 | $175m | n.a. | n.a. |
| Q3 2015 | 9 | $291m | n.a. | n.a. |
| Q4 2015 | 4 | $266m | n.a. | n.a. |
| Q1 2016 | 5 | $267m | n.a. | n.a. |
| Q2 2016 | 8 | $157m | n.a. | n.a. |
| Q3 2016 | 8 | $186m | n.a. | n.a. |
| Q4 2016 | 5 | $106m | n.a. | n.a. |
| Q1 2017 | 5 | $80m | n.a. | n.a. |
| Q2 2017 | 2 | $3.4m | n.a. | n.a. |
| Q3 2017 | 3 | $22m | n.a. | n.a. |
| Q4 2017 | 6 | $55m | n.a. | n.a. |
| Q1 2018 | 8 | $63m | n.a. | n.a. |
| Q2 2018 | 15 | $188m | n.a. | n.a. |
| Q3 2018 | 8 | $301m | n.a. | n.a. |
| Q4 2018 | 8 | $244m | n.a. | n.a. |
| Q1 2019 | 9 | $328m | n.a. | n.a. |
| Q2 2019 | 6 | $203m | n.a. | n.a. |
| Q3 2019 | 11 | $246m | n.a. | n.a. |
| Q4 2019 | 6 | $157m | n.a. | n.a. |
| Q1 2020 | 5 | $25m | n.a. | n.a. |
| Q2 2020 | 8 | $139m | n.a. | n.a. |
| Q3 2020 | 8 | $125m | n.a. | n.a. |
| Q4 2020 | 9 | $202m | n.a. | n.a. |
| Q1 2021 | 8 | $870m | n.a. | n.a. |
| Q2 2021 | 10 | $1.2bn | n.a. | n.a. |
| Q3 2021 | 4 | $742m | n.a. | n.a. |
| Q4 2021 | 3 | $706m | n.a. | n.a. |
| Q1 2022 | 3 | $461m | n.a. | n.a. |
| Q2 2022 | 5 | $39m | n.a. | n.a. |
| Q3 2022 | 6 | $45m | n.a. | n.a. |
| Q4 2022 | 4 | $413m | n.a. | n.a. |
| Q1 2023 | 6 | $425m | n.a. | n.a. |
| Q2 2023 | 2 | $5.8m | n.a. | n.a. |
| Q3 2023 | 6 | $529m | n.a. | n.a. |
| Q4 2023 | 8 | $914m | 8 | 1 |
| Q1 2024 | 9 | $1.2bn | 6 | 3 |
| Q2 2024 | 8 | $397m | 5 | 5 |
| Q3 2024 | 11 | $485m | 9 | 2 |
| Q4 2024 | 10 | $332m | 9 | 2 |
| Q1 2025 | 9 | $124m | 8 | 2 |
| Q2 2025 | 3 | $31m | 1 | 2 |
| Q3 2025 | 5 | $181m | 5 | 0 |
| Q4 2025 | 9 | $534m | 19 | 13 |
| Q1 2026 | 9 | $269m | 22 | 13 |
| Q2 2026 | 6 | $294m | 11 | 22 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
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How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own AEO, latest filings →Back to the 13F Explorer →