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Advanced Energy
AEIS

Overview Fund Activity

365 hedge funds and large institutions have $5.27B invested in Advanced Energy in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 136 increasing their positions, 132 reducing their positions, and 38 closing their positions.

Holders
365
Holders Change
+12
Holders Change %
+3.4%
% of All Funds
4.9%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
57
Increased
136
Reduced
132
Closed
38
Calls
$4.16M
Puts
$29.3M
Net Calls
-$25.1M
Net Calls Change
+$12.4M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$58.8M
2
Franklin Resources
2
Franklin Resources
California
$30.7M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$80.6M
4
GKIM
4
GW&K Investment Management
Massachusetts
$61.2M
5
Invesco
5
Invesco
Georgia
$43.3M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$264M
2
SPPAM
2
Summit Partners Public Asset Management
Massachusetts
$47M
3
CCM
3
Channing Capital Management
Illinois
$72.8M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$34.7M
5
BlackRock
5
BlackRock
New York
$754M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$754M 5,692,071 -116,619 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$646M 4,876,083 +9,928 +0.2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$448M 3,382,956 -69,194 -2%
Ameriprise
4
Ameriprise
Minnesota
$264M 1,994,639 -325,118 -14%
State Street
5
State Street
Massachusetts
$219M 1,655,164 -1,836 -0.1%
EARNEST Partners
6
EARNEST Partners
Georgia
$215M 1,621,868 -18,100 -1%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$142M 1,069,651 -98,759 -8%
Bank of America
8
Bank of America
North Carolina
$125M 946,649 +20,573 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$123M 925,648 +8,993 +1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$108M 815,853 -39,509 -5%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$87.3M 659,023 -115,652 -15%
Principal Financial Group
12
Principal Financial Group
Iowa
$81.1M 612,398 +135,102 +28%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$80.6M 608,400 +224,905 +59%
CCM
14
Channing Capital Management
Illinois
$72.8M 549,176 -161,473 -23%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$72M 543,636 -89,650 -14%
Charles Schwab
16
Charles Schwab
California
$62.4M 470,712 +5,550 +1%
SAM
17
Silvercrest Asset Management
New York
$61.9M 467,116 -31,517 -6%
GKIM
18
GW&K Investment Management
Massachusetts
$61.2M 461,885 +161,412 +54%
Norges Bank
19
Norges Bank
Norway
$58.8M 443,515 +443,515 New
SCM
20
Snyder Capital Management
California
$58.4M 440,674 +19,116 +5%
Northern Trust
21
Northern Trust
Illinois
$56.3M 425,265 -19,567 -4%
BAMCO Inc
22
BAMCO Inc
New York
$49.5M 373,245 +6,958 +2%
Morgan Stanley
23
Morgan Stanley
New York
$48.1M 362,964 -15,733 -4%
SPPAM
24
Summit Partners Public Asset Management
Massachusetts
$47M 354,921 -238,079 -40%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$44.6M 336,883 -34,392 -9%
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