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Advanced Energy

395 hedge funds and large institutions have $6.84B invested in Advanced Energy in 2025 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 142 increasing their positions, 143 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.9% more ownership

Funds ownership: 105.86%106.76% (+0.9%)

1% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 143

34% less call options, than puts

Call options by funds: $24.7M | Put options by funds: $37.7M

Holders
395
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$24.7M
Puts
$37.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
226
State of Wisconsin Investment Board
Wisconsin
$611K
CB
227
Commerce Bank
Missouri
$584K
Janney Montgomery Scott
228
Janney Montgomery Scott
Pennsylvania
$584K
Canada Pension Plan Investment Board
229
Canada Pension Plan Investment Board
Ontario, Canada
$578K
JCIA
230
Jackson Creek Investment Advisors
Colorado
$578K
OQS
231
Occudo Quantitative Strategies
Florida
$574K
NAAA
232
New Age Alpha Advisors
New York
$568K
RRA
233
Round Rock Advisors
Connecticut
$556K
BTI
234
Blue Trust Inc
Georgia
$550K
SCM
235
Sandler Capital Management
New York
$549K
AIP
236
Ameritas Investment Partners
Nebraska
$536K
BF
237
BOK Financial
Oklahoma
$504K
X
238
Xponance
Pennsylvania
$503K
EGM
239
Engineers Gate Manager
New York
$500K
ECM
240
Evergreen Capital Management
Washington
$500K
BWM
241
Baron Wealth Management
Michigan
$489K
CIM
242
CIM Investment Management
Pennsylvania
$489K
IIC
243
Integrated Investment Consultants
Michigan
$483K
MM
244
MQS Management
New York
$480K
OIA
245
OneDigital Investment Advisors
Kansas
$479K
CCM
246
Coldstream Capital Management
Washington
$475K
ECM
247
Everence Capital Management
Indiana
$473K
II
248
Inspire Investing
Idaho
$463K
FDP
249
Financiere des Professionnels
Quebec, Canada
$459K
FCH
250
Freestone Capital Holdings
Washington
$458K